Kreider, Margo Steinlage
With over 15 years of experience in the health insurance industry and a law degree, Margo Steinlage Kreider is a nationally recognized expert in Medicare and the Affordable Care Act (ACA). Leading a trusted and experienced team that serves thousands of clients, she collaborates with wealth managers, CPAs, and HR leaders nationwide to seamlessly integrate […]
Sullivan, Brent
Brent Sullivan is the founder and editor of Tax Alpha Insider, a 3x weekly newsletter focused on taxable wealth planning for high-net-worth and ultra-high-net-worth families. His career includes time on fixed-income trading floors as an analyst, a separate career as a software developer, a brief stint in venture capital, and, as of 2023, as an […]
Ricard, Ron
Ron Ricard is one of fewer than 150 people nationwide designated as a Certified Exchange Specialist®, as accredited by the Federation of Exchange Accommodators. He has taught 1031 tax exchange accredited courses to tens of thousands of investors, real estate and tax professionals, financial planners and attorneys over the past 24 years and is known […]
Lewis, Ben
Ben serves as the Chief Communications Officer at the Financial Planning Association, where he directs all communications and public relations strategies. His responsibilities encompass media relations, organizational messaging, media training, speechwriting, and overseeing all consumer-facing initiatives. Ben collaborates closely with the marketing, conferences, and publications teams to ensure the Association’s public presence is strategic, cohesive, […]
Kevelighan, Sean
Chastain, Brandi
2025 FPA NorCal Conference – Speakers & Sessions: Day 2
Register 2025 FPA NorCal Conference May 27 & 28 2025 We are awaiting approval for CE from CFP Board, NASAA, and Investment and Wealth Institute. Day 1 Day 2 Wednesday, May 28th 2025 Day 2 8:30 – 9:45 AM 75 minutes 10:15 – 11:30 AM 75 minutes 12:45 – 1:45 PM 60 minutes 1:00 – […]
2025 FPA NorCal Conference – Speakers & Sessions: Day 1
Register 2025 FPA NorCal Conference May 27 & 28 2025 We are awaiting approval for CE from CFP Board, NASAA, and Investment and Wealth Institute. Day 1 Day 2 Tuesday, May 27th 2025 Day 1 8:30 – 10:00 AM 90 minutes 10:25 – 12:05 PM 100 minutes 12:45 – 1:45 PM 60 minutes 2:15 – […]
Heather Zack
Cooper Sinclair
