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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.
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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...
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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.
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About: Dr.Dorian (aka Dori) Mintzer, M.S.W., Ph.D.,BCC, is a Licensed Psychologist, Board Certified Coach and Retirement and Beyond Transiton Expert. She provides Speaking, Workshops, Psychotherapy, Life and Retirement Transition Coaching, Couples Coaching, Money Coaching and Executive Coaching. 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 and Forbes.com. Some of her topics include Embracing Your Bonus Years: A Time to Grow, Learn and Evolve, Reimaginging Retirement, The Changing Landscape of Retirement, Mid-Life Issues for Individuals and Couples, Psychology of Money, Spirituality, and the Impact of Positive Psychology on 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. She is host of Revolutionize Retirement Interviews with Experts and Podcast Series. Learn more at www.revolutionizeretirement.com.
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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...
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About: Dean is The Founder/CEO of Tontine Trust, the first modern tontine operator in over a century serving members around the globe.
Since 2017 he holds patents for the operation of digital tontine platforms and has been featured in the TV and media including Bloomberg, Real Vision TV and the Financial Times among many others.
His background includes computer programming, biometric identities, investment banking, structured finance, fund management and insurance/re-insurance finance.
Unlike the academics in the Tontine / Retirement Income Space, Dean's primary focus is on expanding the globally accessibility of Tontine Trust's services which are already solving practical problems faced by pre and post retirement savers concerned about how to maintain their lifestyles.
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