* Featured Speakers *
Judy Heft
Founder/CEO, Judith Heft & Associates
Judy Heft, CMC® Certified Money Coach, is the CEO and Founder of Judith Heft & Associates, LLC, a bill paying, daily money management, & lifestyle concierge for individuals & small businesses.
Learn more at: judithheft.com
Joel S. Salomon
Master Prosperity Coach, SaLaurMor
Joel S. Salomon, CFA, FSA is a prosperity coach who helps others overcome obstacles standing in the way of their financial freedom. In 2019, Joel published The 9 Money Rules Millionaires Use: Only The Unconventional Ones which was a bestseller in both self-help and personal finance. In 2018, he published Mindful Money Management: Memoirs of a Hedge Fund Manager, which also was a bestseller. He is an award-winning speaker and frequent podcast guest. He has led 11 workshops teaching the concepts of how to overcome limiting beliefs. He has spoken at numerous Rotary and Lions’ Clubs in the New York Metropolitan area and at Mercy College’s MBA program, as well as at Mike Dooley’s Infinite Possibilities Training Conference in New Orleans in March 2018.
Learn more at: salaurmor.com
Ken Weiss
Financial Planner
Ken Weiss began his career in 1988 working in a diversified family business, where his responsibilities included managing an investment portfolio of real estate and other income-producing assets in the US and Asia, as well as its international manufacturing operations. With a focus on retirement planning and a commitment to long-term asset preservation and accumulation, Ken embarked on a career in wealth management in 2002 at Hudson Wealth Advisors, an office of MetLife. He specializes in helping professionals and their families achieve their financial goals, providing them with tax-efficient solutions to build and preserve multi-generational wealth. In 2016, Hudson Wealth Advisors was merged into Fortis Lux Financial. Ken earned a BA degree from Boston College in 1984 and a JD from the Benjamin N. Cardozo School of Law in 1988, and obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2013.
Learn more at: fortislux.com