Faculty: Kevin M. Neal, MD; Mark A. Rieger, MD, CFP® Managing Partner, The Pediatric Orthopedic Center and CEO, Physicians Financial Health, LLC; Bill Jackson, JD, CLU Director of Advanced Markets, Gallagher; Mark MacDonald, RFC®, IAR, Life and Health Insurance agent, President Advanced Wealth Preservation); William Damora, CFP®,ChFC,CLU,CFPA, Senior Director and Co-Founder KB Financial Partners, LLC); John Canavan, CLU,CHFC President, Alliance Fiancial Resources, LLC; Brenda Davis, CLU ChFC; Randall Paulikens: CPA/ABV/CFF/CITP