Advanced Markets

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Speakers

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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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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Sameer S. Somal, CFA, CFP®

The mission of Blue Ocean Global Wealth is to provide families, financial advisors, corporations, and institutions with prudent financial advice, risk management, and investment knowledge. They embrace global diversity and steward the protection, growth, and distribution of their clients’ wealth.

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Marguerita M. Cheng, CFP®

The mission of Blue Ocean Global Wealth is to provide families, financial advisors, corporations, and institutions with prudent financial advice, risk management, and investment knowledge. They embrace global diversity and steward the protection, growth, and distribution of their clients’ wealth.

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Jamie Hopkins, ESQ., MBA, LLM, CLU®, RICP®

Jamie Patrick Hopkins is Associate Professor of Taxation at The American College of Financial Services in the Retirement Income Program and is Co-director of the New York Life Center for Retirement Income

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Curtis Cloke, CLTC, LUTCF, RICP

Curtis Cloke is an award-winning financial professional and retirement income expert, trainer, and speaker with over 29 years of experience in income distribution planning

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