CAP 2020 Speakers
Share |



 

cap_slider6-26-2.png

 

 

     home_blue.png   registernow-button__002_.png   exhibitors.png   schedule.png

 

We are going virtual!

 

Speakers

 

anderson,_john_if___3_.jpg   

John Anderson

Managing Director - Practice Management Solutions

SEI

 

John Anderson is Managing Director of the Practice Management Solutions Team for Independent Advisor Solutions by SEI, responsible for all programs focused on helping financial advisors grow their businesses, create efficiencies in their operations, and differentiate their practices. John is also the lead author of our practice management blog, Practically Speaking, which is designed to help financial advisors improve client relationships and develop more effective marketing programs. John also manages a team that provides investment research, case support, and analysis to support the efforts of SEI’s advisors.

 

With us for over 20 years, John has been responsible for managing teams of sales professionals that provided advisor relationship management, practice management consulting, marketing, and business planning for advisor clients, and for building a new-business-development process and relationship-management programs for the SEI Wealth Network® and select advisory firms. Additionally, he was a Regional Director responsible for providing investment and business solutions to independent investment advisors in the upper Midwest.

John has over 30 years of experience in the financial services industry. Before joining us, he was a Regional Marketing Director for Related Equities Co. In addition, John spent several years as a Trader at Chicago Partnership Board, Inc. and held various positions in the real estate investment banking industry.

 

John graduated from Illinois State University and currently holds the FINRA Series 7, Series 24, Series 63, and Series 65 licenses. John is frequently quoted in publications such as Investment News, Financial Planning Magazine, and The Wall Street Journal and is a frequent speaker at broker-dealer conferences, client seminars, and other industry forums.

     
 christinebenz_sq2.jpg  

Christine Benz

Director of Personal Finance

Morningstar, Inc.


 

Christine Benz is director of personal finance for Morningstar and senior columnist for Morningstar.com. She is author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances (Wiley, 2010).

 

Benz is also co-author of Morningstar® Guide to Mutual Funds: 5-Star Strategies for Success, a national bestseller published in 2003, and author of the book’s second edition, which was published in 2005. Before assuming her current role in 2008, Benz also served as Morningstar's director of mutual fund analysis. She has served as editor of several of Morningstar’s publications over the years, including PracticalFinance, Morningstar® Mutual FundsTM, and Morningstar® FundInvestorTM. She has worked as an analyst and editor at Morningstar since 1993.

 

Benz holds a bachelor’s degree in political science and Russian/East European studies from the University of Illinois at Urbana-Champaign.

     
lauren_keller2.jpg  

 Lauren Keller

Director of Content and Strategy

Perfectly Planned Content

 

From a young age, stories illuminated my path–the words came alive in books, writing, and music. Words hold the power to spark emotion, community, and oneness which has inspired my writing for the last 5 years. As a professional writer and content specialist, I bring stories to life in new and interesting ways every day. In everything I do, my goal is to inspire.

 

Lauren holds a bachelor’s degree in Literature and English Studies from Michigan State University.

     

 

 

jeff_levine_photo_-_sq.jpg

 

 

 

 

 

 

 

Jeffrey Levine CPA/PFS, CFP®, AIF, CWS, MSA

Lead Financial Planning Nerd, Kitces.com 

Director of Advanced Planning, Buckingham Wealth Partners

 

Jeffrey Levine, CPA/PFS, CFP, AIF, CWS, MSA is a nationally-recognized and award-winning financial advisor, speaker, and educator. He is the Lead Financial Planning Nerd at Kitces.com, home of the popular Nerd’s Eye View blog, and also serves as Director of Advanced Planning, Buckingham Wealth Partners.

 

In 2020, Jeffrey was named to Investment Advisor Magazine’s IA25, as one of the top 25 voices to turn to during uncertain times. Also in 2020, Jeffrey was named by Financial Advisor Magazine as a Young Advisor to Watch. He is a past recipient of the Standing Ovation award, presented by the AICPA Financial Planning Division for “exemplary professional achievement in personal financial planning services,” and is a member of the 2017 class of 40 Under 40 by InvestmentNews, which recognizes “accomplishment, contribution to the financial advice industry, leadership and promise for the future.”

 

Previously, Jeffrey served as Ed Slott and Company’s Chief Retirement Strategist, where his ability to simplify the complex laws that govern individual retirement accounts, combined with his unique blend of humor and tax planning, was first recognized. Jeffrey continues to be an active speaker, traveling the country each year to educate thousands of Financial Advisors, CPAs, Attorneys and consumers on retirement, tax and estate planning strategies.

 

Jeffrey is the author of The Financial Advisor’s Guide to Savvy IRA Planning. He is also the Creator and Program Leader for Savvy IRA Planning®, as well as the Co-Creator and Co-Program Leader for Savvy Tax Planning®, both offered through Horsesmouth, LLC. Jeffrey is a regular contributor to various industry publications, such as Forbes.com and FinancialPlanning.com, and has promoted retirement and tax education on television stations such as CNBC, Fox Business News, CBS and Public Television. He is regularly sought after by journalists for his insights and is frequently quoted in publications throughout the country, including The Wall Street Journal, The Washington Post, USA Today, the New York Times, San Francisco Chronicle, Investment News, Morningstar, ThinkAdvisor, Financial Planning, Financial Advisor, Forbes, Reuters, Barron’s, Bloomberg, Kiplinger’s, Kiplinger’s Retirement Report, Money Magazine, Newsday, MarketWatch, CNBC.com, U.S. News, Smart Money, Retirement Weekly, TheStreet.com, MainStreet.com, AARP, Consumer Reports, Next Avenue, and Yahoo F inance.

     

 

Adam S. Minsky JD

Law Office of Adam S. Minsky

 

Adam S. Minsky is one of the nation’s leading experts on student loan law and is a pioneer in his field. He established the first law firm in Massachusetts devoted entirely to helping student loan borrowers, and has since expanded his practice to include New York. He remains one of the only attorneys in the country with a practice focused exclusively in this field of law. Attorney Minsky is a senior contributor to Forbes, and he has published numerous books and articles on student debt and regularly speaks at colleges, nonprofit organizations, and professional associations about developments in student loan law and higher education financing. Major media outlets frequently seek his expert opinions on national news and policy stories.

 

Attorney Minsky founded this practice because he took out student loans to help finance his own education, but when he encountered a serious problem with one of his student loan servicers, he couldn’t find anyone to help him. He established this firm shortly thereafter to help other borrowers who feel alone and overwhelmed by a student debt issue, and he has since helped hundreds of clients work through major problems with their student loans.

   
 courtney_rosenberger.jpg  

Courtney Rosenberger

Director, Policy Research

Strategas Securities

 

Courtney Rosenberger is currently a Director of Policy Research at Strategas Securities’ Washington, DC office. In this capacity, Ms. Rosenberger directs Strategas’ policy research efforts and connects the specific investment implications from changes in public policy initiatives. This involves the construction, maintenance, and analysis of Strategas’ equity portfolios based on public policy themes. Courtney also serves as the lead portfolio analyst for Strategas Asset Management’s widely followed Policy Opportunities Portfolio. Ms. Rosenberger was recognized by her peers as a 2016 and 2018 Rising Star in the Washington Research category of Institutional Investor’s All-American Research Team survey. Separately, Strategas’ Washington Policy team has been recognized as one of the top Washington policy research teams by Institutional Investor in all six years Courtney has been a member of the research team and was the #1 ranked Washington policy team in 2019. Ms. Rosenberger graduated magna cum laude with a BBA in Finance and BS in Economics from the University of Kentucky where she currently sits on the Gatton College of Business and Economics’ Emerging Leaders Board.


     
 dr.moira_somers-hi_res.jpg.jpg  

Dr. Moira Somers


Dr. Moira Somers is an author, neuropsychologist, and executive coach based in Winnipeg, Manitoba. She is on faculty at the University of Manitoba and at the Sudden Money Institute in Florida. Dr. Somers’ time is divided between direct service delivery to clients, speaking and training, and consultation with financial organizations around the globe. Past and present clients include the National Football League Players’ Association, financial planning organizations in North America, Europe, and South Africa, and a wide array of private investment firms, insurance companies and banking institutions.
Dr. Somers is the author of the international best-selling book, Advice that Sticks: How to Give Financial Advice that People Will Follow. She brings to the financial community her uncommon blend of expertise in neuroscience, behavioural economics, medical non-compliance, and the psychology of money.
Moira is crazy about her family, her garden, and her Portuguese Water Dog. She is constantly on the hunt for solutions to jet lag, red lily beetles, and the weird gravitational force responsible for the messes in her teenagers’ bedrooms.

 

 

7 CE Credits Pending

 

 

 

more Calendar

9/24/2020 » 9/25/2020
Conference For Advanced Planning 2020

11/18/2020
FPA Media Training

Featured Members

Online Surveys
Association Management Software Powered by YourMembership  ::  Legal