Advanced Markets


Our Advanced Markets & Asset Management speakers provide you with the resources to grow your business and serve more markets. They are experts in taxation, legal issues, estate planning, case analysis & design, trusts, business succession planning, charitable giving strategies, and much more.

Dan Shaffer, CPA, ChFC

Teaching Audiences What History Tells Us about Current Market Trends

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Don Deans

Managing Director and Social Security Strategist™ at Deans Consulting
Knowledge is Power

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Dru Donatelli

A Wealth Preservation Lawyer Delivering Asset Maximization & Advanced Estate Planning Strategies

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Institute for Preparing Heirs

Bringing Advisors and Families Closer Together by Providing Advisors with Training, Tools, and On-Going Support to Prepare Familes for Successful Generational Wealth Transfer

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Jim Otar

Founder of Inc.
Retirement Optimizer

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Richard Starr, J.D., LL.M. (Taxation), CLU

Delivering Insurance Strategies in Estate & Retirement Planning, Business Continuation & Wealth Preservation to Financial Professionals

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