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Suze Orman

Suze Orman

Foremost financial advisor, host of The Suze Orman Show on CNBC and New York Times bestselling author Suze Orman is a world-renowned motivational speaker who speaks annually to over 100,000 people in the United States, South Africa & Asia. In 2007, Business Week named Orman the top female motivational Speaker in the U.S., and in 2010, she was named one of the world’s most powerful women by Forbes magazine. Suze has been called “a force in the world of personal finance” and a “one-woman financial advice powerhouse” by USA Today. Read more…

Natalie Choate

Natalie Choate

Natalie Choate, an estate planner and retirement benefits attorney, is author of Life and Death: Planning for Retirement Benefits and The QPRT Manual, both leading resources for estate planning professionals. She is America’s leading speaker on estate and distribution planning for retirement benefits and has taught hundreds of seminars to audiences who want to get the most out of their IRAs, 401(k)s and other retirement plans. Learn what’s new and what’s on the horizon in estate and distribution planning for retirement as Choate explains what Congress and the IRS have done for (or to) our retirement benefits. Read more…

Clark Winter

Clark Winter -

Clark Winter is an internationally known commentator on the world economy, global financial markets and geopolitics. He founded Winter Capital International, an independent advisory firm that structured multi-manager portfolios by harnessing the talents of independent investment managers working worldwide; the company was later acquired by Citigroup.  Winter also served as the chief global investment strategist for Citigroup Global Wealth Mgmt, Citi Private Bank, Smith Barney and Goldman Sachs & Co as managing director and director of portfolio strategy. Read more…

Andrew Busch

Andrew Busch

Author, columnist and television commentator, Andrew Busch has been connecting the dots between events and global financial markets for the last twenty-five years. As the Global Currency and Public Policy Strategist for BMO Capital and outside advisor to Congress and the US Treasury, Andrew Busch regularly crafts strategies for dealing with the volatile global markets. With a humorous and humble Midwest approach, Busch shows audiences how to interpret the seismic global and public policy shifts that are taking place for investors and corporations. His timely and energetic presentations show attendees how to live and thrive in the current economic chaos. Read more…

William Shipman

William Shipman

Perhaps the most trusted voice on Social Security and retirement finance reform, both in the United States and around the world, William Shipman enlightens audiences on a potential crisis of international proportions that has, up until recently, gone largely unnoticed. The rapid increase of the elderly population, combined with support systems that are unprepared to handle this unprecedented shift, have put our living standards, international strategic relationships and our very way of life in jeopardy. Shipman addresses real world, positive solutions and the tremendous opportunities that are possible with thoughtful reform. Read more…

Maddy Dychtwald

Maddy Dychtwald

Maddy Dychtwald, a leading authority on generational marketing and demographics, is co-founder and senior vice president of the premier think-tank Age Wave, Inc. In this capacity she analyzes and forecasts trends related to the baby boomer and over-50 populations, providing audiences with a thumbnail sketch of what the future will look like as the current crop of boomers ages, and, more importantly, how these demographic trends will influence the economy. Drawing on more than 15 years of research and analysis, Dychtwald’s presentations combine demographic facts with savvy business acumen. Read more…

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