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.

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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James Lange, CPA/JD

Jim Lange, CPA/JD, is the President of 3 interrelated companies that provide legal and financial services to IRA and retirement plan owners. Jim is the founding President of a CPA firm that does tax planning and preparation. The second company is a law firm that limits its practice to estate planning, the drafting of wills […]

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Faisal Habib, PE, MBA, FRM

Faisal is a retirement income and investments analysis expert, who has worked closely with Moshe Milevsky and played an influential role in the development of PrARI™ which is an analytical approach to product allocation for retirement income

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John Huggard, J.D., CFP, CLU, ChFC

John Huggard is a sought after expert witness in securities cases and a nationally recognized speaker on the topic of variable annuities.

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Manish Malhotra, MBA

Manish Malhotra launched Income Discovery to develop innovative solutions addressing the retirement income planning challenge

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