Confirmed 2025 Presenters

Joan K. Crain, CFP®, TEP

Joan K. Crain, CFP®, TEP

AEP® (Distinguished)

J. Crain Consulting
The Villages, FL

Samuel A. Donaldson, JD, LL.M.

Samuel A. Donaldson, JD, LL.M.

AEP® (Distinguished)

Georgia State University College of Law
Atlanta, GA

Gregg R. Fortune, CFP®, CFS®, AEP®, ChFC®

Gregg R. Fortune, CFP®, CFS®, AEP®, ChFC®

3G Financial
West, MI

Jerome M. Hesch, MBA, JD

Jerome M. Hesch, MBA, JD

AEP® (Distinguished)

Jerome M. Hesch, Esq.
Aventura, FL

Michelle Hirsch, CAPI

Michelle Hirsch, CAPI

Brunswick Private Client
Cleveland, OH

Robert S. Keebler, CPA/PFS, MST, CGMA®

Robert S. Keebler, CPA/PFS, MST, CGMA®

AEP® (Distinguished)

Keebler & Associates, LLP
Green Bay, WI

Amanda Koplin, LPC

Amanda Koplin, LPC

Koplin Consulting
San Antonio, IX

Bernard A. Krooks, JD, CPA, LL.M., CELA

Bernard A. Krooks, JD, CPA, LL.M., CELA

AEP® (Distinguished)

Littman Krooks LLP
Rye Brook, NY

Amy C. O’Hara, JD, CELA

Amy C. O’Hara, JD, CELA

Littman Krooks LLP
Rye Brook, NY

Brian E. Raftery, JD, CPA

Brian E. Raftery, JD, CPA

Dentons US LLP
New York, NY

Nancy B. Rapoport, JD

Nancy B. Rapoport, JD

William S. Boyd School of Law, UNLV
Las Vegas, NV

Jordon N. Rosen, CPA, MST

Jordon N. Rosen, CPA, MST

AEP® (Distinguished)

Wilmington, DE

Thomas A. Tietz, JD

Thomas A. Tietz, JD

Martin M. Shenkman, P.C.
Fort Lee, NJ