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Nancy Nancy Langdon Jones, CFP(TM), MS, ATA, CSA
Author of So You Want to be a Financial Planner

Nancy Langdon Jones is President of NLJon es, Inc., a fee-only financial planning firm in Upland, California. She has taught all courses leading to the CFP(TM) certification exam, served on the CFP Board Item Writing Committee, and is a member of NASAA's Investment Advisor Competency Exam Advisor Council. She has been a panelist with the Los Angeles Times Investment Strategies Conference, and is frequently quoted in the media. Nancy moderates the Getting Started/Career Building discussion boards for Financial Planning Interactive.


Rennie Rennie Gabriel, CLU, CFP
Author of Wealth on Any Income

Rennie Gabriel is the Financial Coach. He is a UCLA instructor and does public w orkshops, corporate training and one-on-one coaching to empower people in the areas of time, money and productivity in their business and personal life. He is a publisher, author, often on TV, radio and quoted in the media. He went from near bankruptcy in 1982 to financial independence in 1987. His goal is for people to create work as a choice, not as a requirement.


Pete Peter R. Wheeler
Book soon to be published

Peter R. Wheeler is President and Chief Executive Officer of Wheeler/Frost Associates, Inc. He has over thirty-eight years of experience in the financial services industry and holds a Bachelor of Science degree in Finance from the University of Arizona. He is a CLU (Chartered Life Underwriter), a ChFC (Chartered Financial Consultant), a CFP (Certified Financial Planner), a CIMC (Certified Investment Management Cons ultant), and a licensed life analyst. Pete has also been included in Worth magazine's most recent listing of the "top 250 advisers" in the nation.


Judy Judy Lawrence
Author of The Budget Kit

Judy Lawrence, MS Ed., is a popular speaker on basic money management. With a master's degree in guidance and counseling and a passionate interest in helping people manage their money, she was a natural to become a personal financial counselor. A frequent guest on TV and radio, Judy has been interviewed or featured in Money, Your Money, Kiplinger' s, the Chicago Sun Times, the San Jose Mercury News, as well as on CNBC ("Dollars & Sense" and "Money Club"), Knowledge TV, WOR("The Dolans"), USA Radio Network, and WGN.


Karl Karl R. Bareither
Author of Becoming a Wealth Transfer Specialist and Plan ning a Family Business Legacy

Karl R. Bareither, CLU In his thirty-year practice as a successful Wealth Transfer Specialist, Karl Bareither has helped over 300 business owners and families with wealth transfer planning. In 1981 he conducted a client survey and discovered that poor family communication was standing in the way of successful business wealth transfers. He saw that wealth transfer advice was fragmented in terms of financial, legal and tax concerns-and the tragic results were misinformati on, mistrust and overall failure to meet the objectives of all involved.

As a result, Bareither made a decision to shift the focus of his private wealth transfer planning practice from owner-centered planning to family-centered planning. He set out to create a different model that would draw all stakeholders into open communication and promise an outcome good for both business and family. This approach evolved into the Family & Business Renewal (FBR) System.

Karl is the President and Founder o f FBR System, Inc. He graduated from Northern State University, South Dakota with BS degree in business and communication. Karl is also a graduate of Purdue University's Estate Planning Program and is a Chartered Life Underwriter (CLU).


no photo available David Steele
Author of Build Your Ideal Practice

David Steele, a California-based Licensed Marriage and Family Therapist and Relationship Coach, is founder and CEO of Relationship Coaching Institute and BuildingYourIdeal Practice.com, and the author of "How To Build Your Ideal Practice In 90 Days."


Duncan Glassey Duncan R. Glassey
Author of Financial Freedom Using the WealthFlow System

Duncan R. Glassey is the founding principal of The WealthFlow Partnership, based in Edinburgh, Scotland. He specialises in holistic personal financial planning with an emphasis on life planning. Prior to establishing The WealthFlow Partnership, Duncan was Personal Financial Planning Director at Scotland's leading private client law firm. A category winner of Planned Savings Magazine's Financial Planner of the Year 2000 (category: Investment and Investment Planning), he serves on the Scottish branch committee of the Institute of Financial Planning. Duncan is an Associate of the Institute of Financial Planning, a member of the Society of Financial Advisers, a pension transfer specialist, an accredited mediator, and holds the internationally recognised Certified Financial Planner (CFP) Licence. He is regularly quoted in the UK press; The Financial Times, The Herald and The Scotsman.

 


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