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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 d...
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.
Barbara Morris - Pharmacist - Writer - Aging Issues
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About: Barbara Morris, R.Ph., is a pharmacist and expert on unique anti-aging strategies. Author of The New Put Old on Hold, her message is for Boomers and others who want to feel and function as as well or better than they do now for another 25 years or more.
Dorian Mintzer, Ph.D. BCC -- Retirement Expert
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About: Dorian (aka Dori) Mintzer, M.S.W., Ph.D.,BCC, is a Licensed Psychologist, Board Certified Coach and Retirement Expert. She provides Speaking, Workshop Facilitation, Psychotherapy, Career, Life and Retirement Transition Coaching, Couples Relationship Coaching and Executive Coaching. She is a member of the National Speakers Association and the Life Planning Network. She is a sought after speaker and workshop facilitator. She's been featured on The Today Show, ABC Evening News and NPR as well as in a variety of media such as the WSJ, NYTimes, USAToday, Washington Post, Forbes.com and the Fiscal Times. She facilitates workshops and speaks to community and professional groups on topics such as the changing landscape of retirement, mid-life issues for individuals and couples, psychology of money, spirituality, and positive psychology/positive aging. She is co-author of The Couple's Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together and a contributor ...
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 Success...
 

Recent News Releases
 Date HeadlineParticipant Name
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10/13/2025
Jerry Cahn, Ph.D., J.D. -- Age Brilliantly
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07/02/2025
Jerry Cahn, Ph.D., J.D. -- Age Brilliantly
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04/30/2025
Dorian Mintzer, Ph.D. BCC -- Retirement Expert
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04/06/2025
Jerry Cahn, Ph.D., J.D. -- Age Brilliantly
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04/03/2025
Jerry Cahn, Ph.D., J.D. -- Age Brilliantly
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01/20/2025
Jerry Cahn, Ph.D., J.D. -- Age Brilliantly
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01/07/2025
Jerry Cahn, Ph.D., J.D. -- Age Brilliantly
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10/28/2024
Greg Womack -- Oklahoma Financial Adviser

Blog Posts
 Date HeadlineParticipant Name
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12/03/2025
Does The Past Provide a Blueprint for 401k Decumulation Defaults? Christopher Carosa
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12/03/2025
Relationships That Last a Lifetime Jerry Cahn, Ph.D., J.D. -- Age Brilliantly
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12/02/2025
What Would You Do With 20 Extra Healthy Years? Jerry Cahn, Ph.D., J.D. -- Age Brilliantly
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12/02/2025
Helicopter Plan Sponsor And The Rise Of Auto 401k Decumulation Defaults Christopher Carosa
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12/02/2025
To The Tables Down At Yorkside… (Wherever That May Be) Christopher Carosa
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12/02/2025
Making Older Better: The Art and Science of Joyful Aging with Dorian Mintzer and Kerry Burnight Dorian Mintzer, Ph.D. BCC -- Retirement Expert
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12/01/2025
10 Questions to Ask Before You Hire a Financial Advisor Jerry Cahn, Ph.D., J.D. -- Age Brilliantly
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11/30/2025
Financial Advisors VS. Wealth Managers VS. Financial Planners Jerry Cahn, Ph.D., J.D. -- Age Brilliantly
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11/29/2025
Protect Your 8 Life Essentials Jerry Cahn, Ph.D., J.D. -- Age Brilliantly
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11/28/2025
Why Purpose-Driven Careers Lead to Greater Fulfillment Jerry Cahn, Ph.D., J.D. -- Age Brilliantly




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