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20th Annual Forum Speakers
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HOME REGISTER AGENDA SESSIONS PARTNERS LOCATION

 

 

 

Mark Tibergien

 

Chief Executive Officer of Advisor Solutions

BNY Mellon | Pershing

 

Biography

 

Keynote 1: How to Become the Employer of Choice 

 

 

 

Robert C. Doll, CFA

 

Senior Portfolio Manager, Chief Equity Strategist
Nuveen Asset Management

 

Biography

 

Keynote 2: 2019 Economic and Investment Update 

 

 

 

 

Carolyn McClanahan, M.D., CFP® 

Director of Financial Planning
Life Planning Partners, Inc. 

 

Biography

 

Keynote 3: Creating an Aging Plan

 

 

 

Thomas De Filippe

Managing Director
Marshall & Stevens, Inc. 

 

Biography

 

Breakout Session 1: Understanding Valuation and Why It Is Important For Your Practice and Your Clients

 

 

 

Stephen A. Galletto, Esq.

Shareholder
Stark & Stark 

 

Biography

 

Breakout Session 3: What the SEC Is Looking For In 2019

 


 

Paul T. (Ted) Klontz, Ph.D.

Associate Professor of Practice of Financial Psychology and Behavioral Finance Founder of the Financial Psychology Institute®
Creighton University’s Heider College of Business  

 

Biography

 

Breakout Session 1: Practical Ideas For Strengthening and Increasing Resilience of the Client-Professional Relationship

 


 

David Lau

Founder & CEO
DPL Financial Partners 

 

Biography

 

Breakout Session 1: Leveraging Insurance To Solve Important De-risking Problems

 


 

Robert Mauterstock, CFP®, CLU, ChFC

CEO
KR Wealth Management 

 

Biography

 

Breakout Session 3: 7 Steps to Protect Yourself, Your Practice and Your Clients Who Have Diminished Mental Capacity

 

 


 

Adam S. Minsky, Esq.

 

Biography

 

Breakout Session 2: Managing Student Loans in a Challenging Landscape

 


Robert Powell


Editor
TheStreet's Retirement Daily; USA TODAY; Retirement Management Journal 

 

Biography

 

Moderator, 'Let's Talk' Panel: NexGen: Exploring Different Career Paths

 

Moderator, ‘Let’s Talk’ Closing Panel: The Future of Elder Care Planning: Preparing For and Finding Solutions For Today’s Issues

 

 

 

Jeff Rattiner, CPA, CFP®

President
Rattiner's Financial Planning Fast Track, Inc. 

 

Biography

 

Breakout Session 3: Using Form 1040 to Identify Financial Planning Needs and Opportunities

 


 

Kathleen Rehl, Ph.D., CFP®, CeFT

Rehl WEALTH Collaborations LLC

 

Biography

 

Super Session: Working Well with Widows

 


 

Robert T. Rickey, CFP®


Senior Director, Head of Advisor Services
TIAA | Financial Services

 

Biography

 

Breakout Session 3: The Role of Guaranteed Income in Retirement Income Planning – A Real World Case Study!

 

 


 

Daniel Rubin, JD

Partner, Trusts and Estates and Asset Protection
Moses & Singer LLP 

 

Biography

 

Breakout Session 1: Protecting Your Assets From Your Future Former Spouse

 


 

Suzanne Siracuse

CEO/Publisher
Investment News

 

Biography

 

Moderator: 'Let's Talk' Panel: The Evolution of the Financial Planning Profession: Fostering Diversity and Inclusivity

 


 

Wes Stillman

CEO
RightSize Solutions 

 

Biography

 

Breakout Session 2: How Smart Leaders Leverage Technology Infrastructure to Fuel Growth, Efficiency, and Firm Valuation

 


 

Stephen Wilkes, Esq.

Partner
Investment Management Law
The Wagner Law Group 

 

Biography

 

Breakout Session 2: ERISA and the Independent Fiduciary: When and How Plans Should Use Them

 

 


 

Mark Maimon

 

Vice President

Freedom Mortgage

 

Biography

 

Taking Advantage of NYC Real Estate Opportunities

 

 

PANELISTS

 

 


 

Martisha Patterson, CFP®

Vice President
BNY Mellon 

Biography

'Let's Talk' Panel: The Evolution of the Financial Planning Profession: Fostering Diversity and Inclusivity

 


 

Robert Hernandez, CFP®


Founder, Certified Financial Planner
Main Street Associates 

 

Biography

 

'Let's Talk' Panel: The Evolution of the Financial Planning Profession: Fostering Diversity and Inclusivity


 


 

Victoria L. Fillet, CFP®


Financial Planning Advisor
Roosevelt Wealth Management

 

Biography

 

'Let's Talk' Panel: The Evolution of the Financial Planning Profession: Fostering Diversity and Inclusivity

 

 

   


 

Kaitlin Nicholis, CFP®

Client Relationship Consultant
TIAA  

 

Biography

 

'Let's Talk' Panel: NexGen: Exploring Different Career Paths

 

 

 


 

Ian Harvey, CFP®

Financial Planner
Financial Asset Management Corporation 

Biography

'Let's Talk' Panel: NexGen: Exploring Different Career Paths

 


 

Kevin Brady, CFP®

Senior Advisor Associate
Sontag Advisory

 

Biography

 

'Let's Talk' Panel: NexGen: Exploring Different Career Paths

 

 

 

 

 

CONTACT FPA of Metro NY

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Financial Planning Association of Metro New York

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New York, NY  10017
Email: info@fpametrony.org

Phone: 800-322-4237 ext. 7187

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