CEO Brentmark, Inc.
Nicole Maholtz is the President and CEO of Brentmark, Inc. The industry leader in retirement, estate, charitable, and financial planning software.
Attorney and CPA
Lange Financial Group, LLC
Jim is the author of two editions of the best seller, Retire Secure! Pay Taxes Later. Larry King wrote the foreword for the book, and Ed Slott, CPA, wrote the introduction. He is also the best-selling author of The Roth Revolution: Pay Taxes Once and Never Again. Ed Slott, “America’s IRA Expert,” wrote the foreword and said “The Roth Revolution offers readers proven solutions for minimizing taxes and shows, step-by-step, how to build tax-free wealth for generations.”
CISP, CRC, CRPS, CRSP, APA
Appleby Retirement Consulting, Inc.
Denise Appleby is a premier provider of training, educational tools, marketing materials and technical consulting services for financial ,tax and legal professionals, on IRAs and employer sponsored retirement plans for small businesses. Appleby Retirement Consulting, Inc. focuses their primary goal on helping prevent mistakes from being made with retirement account transactions; and where possible, provide solutions for mistakes that have already been made.
Founder and CIO, JD, LLM
Jackson, Grant Investment Advisors, Inc.
A proponent of investor protection and financial literacy, Julie Jason is the founder of Jackson, Grant Investment Advisers, Inc., and an award-winning columnist and author who shares insights gained from a lifelong career in money management and law.
Syndicated by Andrews McMeel, her CLARION award-winning weekly column has been recognized by the IRS for “accurate, timely, informative and helpful tax information” and by the Society of Professional Journalists (CT Chapter) and the Connecticut Press Club for “Excellence in Journalism.”
CFP®, Regional Vice President
Security Mutual Life Insurance Company of New York
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