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.

Dana Holt, JD AEP

Dana Holt is a gift planning guru. She uses her twenty years of experience in financial, estate, and gift planning to help charities, families, and professional advisors turn assets into the very best charitable gifts

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Michael Cogswell

Michael Cogswell is a financial consultant who provides services to the Financial Services Industry, with a focus on taxation and retirement

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