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Yearbook of Experts® member profiles
Greg Womack -- Oklahoma Financial Adviser
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About: For over 30 years, Greg Womack has been an active professional in the financial services industry. His business experience teamed with his simple, yet dynamic, delivery of financial core concepts makes him a great guest speaker for any organization. He serves as President and Principal of Womack Investment Advisers, Inc. (WIA), an independent registered investment advisory firm. Greg and his dedicated staff focus on providing clients with a wide range of planning services with an emphasis on investment management and fee-based planning. He has authored numerous articles and has been quoted in nationwide publications, including: Barron's, The Wall Street Journal, Kiplinger's, USA Today, U.S. News & World Report, and TheStreet.com.
Christopher Carosa
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About: Chris Carosa's expertise spans three distinct areas. He is a Child IRA/retirement expert, a mentor for entrepreneurs, and a hamburger history expert. For fun, he also writes and talks about the history of the Greater Western New York Region. He has appeared frequently in national media as a source for stories on the Child IRA, fiduciary and 401(k) retirement plans, the history of the hamburger, small business success, and marketing & publicity for entrepreneurs. Carosa, a Certified Trust & Fiduciary Advisor, currently serves as a Western Region District Director of the New York Press Association and has held major leadership positions in the Financial Planning Association and the National Society of Newspaper Columnists. How can this keynote speaker, best-selling author, whimsical playwright, and nationally ranked mutual fund portfolio manager help you? Email him at ccarosa@ChrisCarosa.com or call (585) 733-4553. He answers his own phone.
Jerry Cahn, Ph.D., J.D. -- Age Brilliantly
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About: Jerry Cahn, J.D, PHD is a future-focused serial entrepreneur who has a passion for identifying people’s current and future needs and building systems to help them overcome restrictions and limitations that are limiting you. He devotes his energy to helping adults unleash their potential with 'Age Brilliantly': a community 24/7 interactive platform for people who want to lead fulfilling 100-year lives. It helps members make better decisions about the 6 Life Essentials - health, finance, relationships, passion, purpose and time mastery, as well as applications such as career, learning, travel and leisure. Members come for information, inspiration, resources, support and tools. In addition, Dr. Cahn still operates Mentoring Internships through which he's guided 650+ interns to help them make better career decisions by obtaining real-world experience. Join the movement for a fulfilling 100-Year life at www.agebrilliantly.org
Bob Boylan --4 Ideas with Actionable Wisdom' and 'Retirement
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About: About Bob Boylan: Bob Boylan is a presentation skills trainer and professional landscape photographer with a zest for life. He has been self-employed since the age of thirty-one. He founded Successful Presentations and travels across the country delivering 'training that takes' to middle to senior management. His goal is to help people change their paradigms and open their minds to a better way...
 

Recent News Releases
 Date HeadlineParticipant Name
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06/18/2024
Greg Womack -- Oklahoma Financial Adviser
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06/11/2024
Greg Womack -- Oklahoma Financial Adviser
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05/21/2024
Greg Womack -- Oklahoma Financial Adviser
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05/17/2024
Jerry Cahn, Ph.D., J.D. -- Age Brilliantly
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05/13/2024
Greg Womack -- Oklahoma Financial Adviser
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05/07/2024
Greg Womack -- Oklahoma Financial Adviser
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04/30/2024
Greg Womack -- Oklahoma Financial Adviser
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04/25/2024
Greg Womack -- Oklahoma Financial Adviser
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04/24/2024
Greg Womack -- Oklahoma Financial Adviser
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04/22/2024
Jerry Cahn, Ph.D., J.D. -- Age Brilliantly




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