Candura, Dan:  Dan Candura, CFP, provides financial advice and education to consumers and financial

professionals. He is founder of his own education and consulting firm Candura Group, LLC. In that role he provides ethics training across the United States, Canada and Europe through in-person courses and webinars. As President of PennyTree Advisers. LLC, a Registered Investment Advisory firm in Massachusetts, Dan provides personal financial planning for consumers and litigation support for attorneys.

 

 

Cordasco, Carlo:  Carlo Cardasco CRPC, CLTC, RICP joined Nationwide in September of 2010 with more than 20 years of financial industry experience.  He brings more than 25 years of experience and education to implement practical and comprehensive retirement income solutions.  Carol’s areas of specialization in retirement income planning strategies include health care costs,

long-term care costs and determining optimal Social Security filing strategies.

 

Florian, Amy:  Amy Florian is a Thanatologist, visionary CEO, author, speaker, coach and teacher. Her work shines a light on grief and transition, topics widely overlooked in professional services industries.  Amy’s practical, insightful, and inspirational training is crucial in helping service professionals do the right thing for clients, retain business across generations, and attract new business from less educated competitors. An acclaimed speaker and expert, she is the author of over 100 articles and the book “No Longer Awkward: Communicating with Clients through the Toughest Times of Life”.  Amy holds a Master’s Degree and is a Fellow in Thanatology (the highest level of certification in the field of grief studies). She taught a graduate class at Loyola University of Chicago for nine years, has worked with over 2,000 grieving people, and consults with firms, corporations, and individuals around the globe.

 

Hancock, Lynn:  After graduating from Virginia Tech and receiving her MBA from VCU, Lynn Hancock enjoyed two decades of corporate sales and management experience.  In 2009, she became the owner of an Always Best Care Senior Services franchise to make a difference in the lives of older adults.  Lynn submersed herself into local organizations focused on bettering the lives of senior citizens. She has been an active member of Partners in Health Care and has served on the board of the National Aging In Place council of Central Virginia.  She has served a 3 year term on the board of the Richmond Senior Network from 2014-2016. Lynn is a founding member and the current director of programs for the RVA Better Aging Forum. She also is a volunteer speaker for the Alzheimer’s Association and helped on the annual Walk to End Alzheimer’s planning committee from 2011-2016.  In 2016, she also served on the planning committee for the Alzhiemer’s Associations Reason to Hope Breakfast which rose close to $100,000 for the fight to end Alzheimer’s.

 

 

Herndon, Sheryl:  Sheryl L. Herndon, Esq., practices primarily in the areas of Estate Planning, Elder Law, Estate and Trust Administration, Fiduciary Services, Long Term Care & Medical Planning, Involuntary Civil Commitments, and Guardianships for Conservatorships for Incapacitated Adults.  From 1997 to 2005 she served as the Assistant Commonwealth’s Attorney for Henrico County, VA.  She has also served as a adjunct professor at the School of Continuing Studies at the University of Ridhmoond.

Hilbert, Clay:  Clay Hilbert is a Senior Vice President and Head of Business Development for Davenport. He earned a BA degree in Psychology from Wake Forest University and his MBA from Duke University’s Fuqua School of Business. He joined Davenport in 1996 and has been actively involved in the development and marketing of Davenport’s managed money programs, including cofounding FundAdvisor and Davenport’s Manager Research Department.

 

 

Kitces, Michael:  Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, is a partner and the Director of Research for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees approximately $1.4 billion of client assets. In addition, he is a co-founder of the XY Planning Network, the practitioner editor of the Journal of Financial Planning, and the publisher of the e-newsletter The Kitces Report and the popular financial planning industry blog Nerd’s Eye View through his website www.Kitces.com, dedicated to advancing knowledge in financial planning.

 

Konstantinos, Chris:  Chris Konstantinos serves at Riverfront Investment Group as Director of International Portfolio Management with more than 14 years’ experience as an equity sector analyst, portfolio manager, and portfolio risk manager across domestic and international markets. In addition, he serves on the firm’s Operating Committee. Chris has been with RiverFront since the company’s founding in 2008.

 

Global Outlook:  This presentation will provide the attendees a full review of Global equity and bond markets in 2016 and an outlook for 2017.  The speaker will provide his ideas for proper positioning of client portfolios in the year to come.

 

Lytton, Ruth:  Dr. Ruth Lytton serves as Director and professor for the Virginia Tech Financial Planning Program. She has received student association, college, university, and professional association awards for her contributions as a teacher, researcher, and career/academic advisor.  In 2009 she was awarded the John H. Cecil Lifetime Service Award from the FPA Central Virginia Chapter and in 2012 was awarded the national FPA Heart of Financial Planning Award.  In 2015 she received the Virginia Tech Alumni Award for Excellence in Undergraduate Advising and was inducted into the Academy of Advising Excellence.

 

Marcus, Joanne:  Joanne Marcus, MSW, is the Executive Director of Commonwealth Community Trust (CCT), a national nonprofit organization that administers pooled special needs trusts. Ms. Marcus brings to CCT 35 years of experience in nonprofit administration and has served as CCT’s executive director since 1990. Under her leadership, CCT has grown to serve more than 1,300 beneficiaries all across the country. She speaks frequently to professional groups and community organizations on the topics of pooled special needs trust and special needs planning, and has published articles in many publications.

 

 

 

Moreton CFA, Kris: is a client portfolio manager on the fixed income investment team at Columbia Threadneedle Investments. Working closely with portfolio managers and analysts, Ms. Moreton represents the firm’s taxable bond strategies to clients and prospective clients globally. Ms. Moreton joined the firm in 2008 and has been a member of the investment community since 1987. Previously, Ms. Moreton was with Merrill Lynch in their Global Markets and Investment Banking Group on their residential mortgage origination desk. Prior to Merrill Lynch, she was a vice president and relationship manager in the leveraged finance unit of Shawmut Bank. Ms. Moreton started her career as a credit analyst for Midland Bank, PLC.

 

Understanding the Bond Market in 2017: This presentation will focus on understanding drivers of risk across bond market sectors and current themes in the market today: 1)  Understanding drivers of returns across bond market sectors and the binary outcomes they support, 2) Current bond market dynamics and opportunities as seen through 3 lenses: fundamentals, valuation and technicals, and 3) Optimal portfolio positioning today.

 

Redd, Sammy:  As Coordinator of College Access at New College Institute in Martinsville, Sammy Redd partners with schools, community organizations, and families to create a college-going culture in Southern Virginia. Redd brings to the field of college access a wide diversity of professional experience, including work in real estate finance and public school counseling. He graduated from Yale University with a BA in Art History, earned a MS in Community and College Counseling from Longwood University, and has completed the Duke University Certificate in Nonprofit Management. Redd is Past President of the Virginia College Access Network and Past Chair of the Virginia ACT State Council. He is Past Chairman of the Virginia Museum of Natural History Board of Trustees and has served on the executive committee of the West Piedmont Workforce Investment Board.

 

Sherbert, Michael:  Mr. Sherbert is a Managing Director and associated person of Millburn Ridgefield Corporation. Mr. Sherbert’s primary responsibilities for Millburn Ridgefield Corporation center on marketing and investor education, including acting as a liaison between Millburn and investment professionals considering an investment with Millburn.  In this capacity, Mr. Sherbert specializes in the role of managed futures and how Millburn’s strategies can fit within investment portfolios. Prior to joining Millburn in August 2003, Mr. Sherbert was a Vice President at AIG, Sun America Securities from April 2001 to July 2003. Prior to his employment with AIG, Mr. Sherbert was an Internal Wholesaler for Pacific Life Insurance Company from August 2000 to March 2001, and worked at Emerald Publications, a financial services marketing firm, from September 1998 to February 2001. Mr. Sherbert graduated from the University of Phoenix with a BS in Business Management. He received an M.B.A. from Emory University. Mr. Sherbert holds the designation Certified Investment Management Analyst (“CIMA”) and is a FINRA Series 3 National Commodity Futures license holder.

 

Staples, David:  Ultimately, the goal of advisors is to render the best advice possible for their clients. But how you interact with your client and the level of stress experienced by the client can vary widely when meeting in person or virtually.  Learn about groundbreaking biometric research that will challenge the way you think about client interaction and will help illustrate the substantial need for human advisors in the financial advice and planning process.  The session will include findings on how gender and age drive a different level of stress during the planning process and five things advisers can do to change the client planning experience that will create growth opportunities and more loyal clients.

 

Estate Planning:  Identifying, Protecting & Selling Antiques:  This session will review the process to identify antiques, to determine best disposition, to understand tax ramifications and to be aware of laws regarding regulated items: 1) Understand process for identifying items of value, 2) Review tax laws on collectibles and 3) Review proper disposition of regulated items.

 

Sullivan, Ryan CFP® CLU® ChFC® CRPC® CMFC®: As Head of Investor Education, Ryan is responsible for content development and delivery for myMoneyGuide®. A 20-year veteran of the financial services industry, he draws on his experience of having presented to groups of investors, advisors, attorneys, and accountants in 46 states, Washington D.C., and Puerto Rico. Ryan specializes in translating complex tax and financial planning concepts into simple, actionable ideas. In addition to his designations, he is a Fellow of LOMA®’s Life Management Institute.

 

 

 

 

Tiseo, Vincent:  Vincent L. Tiseo, CFA- Managing Director, Global Head of Business Practices

Vince Tiseo serves as the Global Head of Business Practices, a key component of GSAM’s Strategic Advisory Solutions. He leads a team of specialists that assist financial professionals and institutions in the growth and acceleration of their businesses through the delivery of practice management tools and solutions designed to improve business efficiency and productivity. Prior to joining Goldman Sachs, Vince was a Master Coach at UBS for the firm’s top financial advisors and branch managers, implementing UBS’s Coaching Program.  Before UBS, Vince spent 13 years at SEI Investments as a Private Wealth Advisor, providing complex wealth solutions to SEI’s ultra-high net worth clientele.  As a Captain in the U.S. Navy Reserve for the past 27 years, he currently commands a NATO Unit tasked with strengthening the preparedness of NATO Reserve Forces.  Vince received his MBA from Troy State University and his BA in Political Science from the University of Michigan.  He holds the Chartered Financial Analyst (CFA) designation and is an active leader in the Boy Scouts of America.