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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.
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 to a number of additional books.
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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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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04/19/2024
Greg Womack -- Oklahoma Financial Adviser
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04/12/2024
Greg Womack -- Oklahoma Financial Adviser

Blog Posts
 Date HeadlineParticipant Name
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05/21/2024
Lafayette’s Farewell Tour: Regal Reception In Buffalo’s Blossoming Queen City Christopher Carosa
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05/21/2024
The Fiduciary Futility Of 401k Fees Christopher Carosa
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05/14/2024
To The Dunkirk Dinghy By The Dawn’s Early Light Christopher Carosa
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05/14/2024
Investment Menu Basics for 401k Plan Sponsors Seeking To Reduce Their Fiduciary Liability Christopher Carosa
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05/07/2024
Does The New Fiduciary Rule Really ‘Level The Playing Field’? Christopher Carosa
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05/07/2024
Lafayette’s Farewell Tour: Fast Fredonia Frenzy Christopher Carosa
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04/30/2024
The Impact Of New Fiduciary Rule On 401k Plan Sponsors Christopher Carosa
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04/30/2024
Lafayette’s Farewell Tour: Special Delivery To Westfield, A Fitting First Christopher Carosa
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04/28/2024
If We Do Not Help Ourselves… Barbara Morris - Pharmacist - Writer - Aging Issues
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04/27/2024
My Dog Zeke From Barbara Morris - Pharmacist - Writer - Aging Issues Barbara Morris - Pharmacist - Writer - Aging Issues




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