2020 Regional Symposium

Monday, September 14, 2020 at the Cobb Galleria

7:00 a.m. - 4:00 p.m.

Join us for three educational track focuses to include:

College/Educational Planning, Advanced Planning, and Branding/Marketing.

2020 Speaker Line Up

    Ted Jenkin, oXYGen Financial
    Topic: "How to Build a Love Mark & Lead Generation Machine"

Ted has been a financial advisor for more than 22 years and a CFP® for over 17 years. In 2008, Ted founded oXYGen Financial to help change the financial services industry by creating a new company that focused on serving the X and Y Generation.   oXYGen Financial now has more than 2,000 clients and manages over 300 million AUM.  Ted has been featured in over 30magazines and newspapers including the Wall Street Journal, Business Week, and The Huffington Post.   He has been on the cover of Investment News and REP magazine over the last year, is a top 100 personal finance blogger, and is a social media expert.  He has six advanced designations from the College for Financial Planning (CFP®, CRPC®, CRPS®, AWMA®, AAMS®, CMFC®)  Ted grew up in New Jeresy.  Ted is a Boston College graduate, has the best wife in the world Genna, three wonderful kids (Olivia, Lyla, and Louden) and now resides in Milton, GA. Ted loves tennis, working out, and running businesses.

   Don Dodds, M16 Marketing 

   Topic: "Search Engine Optimization:  How to Get Your Site to Page 1 on Google"

A strategic, charismatic and forward-thinking, results-driven leader with a passion for digital marketing and creating success stories. Founder of the award-winning Atlanta web design company and digital marketing agency, M16 Marketing.  Leads a team of strategic and tactical web designers, strategists, content creators, coders and digital marketers helping businesses identify and solve problems that rate more targeted traffic, higher conversion rates and increased revenue.  As a serial entrepreneur, Dodds helped create and subsequently sell multiple successful businesses.  With a passion for solving problems and growing businesses, he shares his marketing expertise as a speaker, writer and serves as a mentor to young entrepreneurs and seasoned business owners.  Dodds was recently a featured contributor on 3 Amazon bestseller lists with Expert Profiles in September 2018.

    Adam Minsky, Law Office of Adam A. Minsky
    Topic: "Forgiveness & Repayment Programs, & Legislative Update:  Managing Student Loan Debt" 

Adam S. Minsky is one of the nation’s leading experts on student loan law and is a pioneer in his field. He established the first law firm in Massachusetts devoted entirely to helping student loan borrowers, and has since expanded his practice to include New York. He remains one of the only attorneys in the country with a practice focused exclusively in this field of law. Attorney Minsky is a senior contributor to Forbes, and he has published numerous books and articles on student debt and regularly speaks at colleges, nonprofit organizations, and professional associations about developments in student loan law and higher education financing. Major media outlets frequently seek his expert opinions on national news and policy stories.

    Attorney Minsky founded this practice because he took out student loans to help finance his own education, but when he encountered a serious problem with one of his student loan servicers, he couldn’t find anyone to help him. He established this firm shortly thereafter to help other borrowers who feel alone and overwhelmed by a student debt issue, and he has since helped hundreds of clients work through major problems with their student loans.

Laura Ferrari & Rebecca Frosch, Hyperchat Social
Topic:"The Secrets of Advertising:  Using Social Media and Google Ads for your Advisory Practice"



Troy Runnels, My529
   Topic: 529 Plan:  "Benefiting Your Clients, Their Children, and You" 




    Terri Munro, BT Wealth Management
    Moderator: "The Battle of Economic Minds" 

Munro joined the BT Wealth Management team in 2013 as a financial planner and has been a wealth advisor since 2016. Her practice includes retirement, business succession, estate, and charitable planning for high net worth individuals and families. Munro, who is a CERTIFIED FINANCIAL PLANNER ™ (CFP®), led the implementation of comprehensive financial planning as a service area for BT Wealth Management. She is also the president emeritus of the Financial Planning Association of Georgia.

   Terri is a frequent contributor to the media on financial planning topics and has been featured in various publications including Investment News, Financial Planning and Financial Advisor magazines, among others, for her expertise working with business owners, divorcees, and widows.  Munro earned a Bachelor of Arts degree from Birmingham-Southern College and a post-graduate Certificate in Financial Planning from Boston University.

    Brad Wright, New England Financial Planning Group
    Topic: "Boosting Your Media Visibility-Maximizing FPA Media Source In Your Business"

 Brad serves as Director of Financial Planning at New England Financial Planning Group (NEFPG) in Burlington, MA, where he leads the research, planning, and implementation of a variety of strategies to achieve his clients’ financial goals. His financial advice is often quoted in the media and he contributes to Boston’s ABC affiliate WCVB and Mix 104-1’s New England Lifestyles show. Brad is a frequent guest speaker for Fortune 500 companies throughout the U.S., combining his financial planning acumen and TV/radio background to present material in an entertaining, engaging and interactive fashion. Prior to joining NEFPG, Brad worked as a financial planner in both Los Angeles and Boston.

Brad began his transition to financial planning over ten years ago from a successful career as a television and radio host. He has worked for ABC, NBC, and CBS Radio, and the integration of his talents enables him to easily connect and communicate with clients one-on-one and in large settings. Brad is the 2020 Chapter President of the Financial Planning Association of Massachusetts (FPAMA). He is a member of the Massachusetts Broadcasting Association and is serving as an official Emmy Awards voter for the Television Academy. Brad contributes time (and hair) to Boston Children's Hospital and to mentoring broadcasting students. Brad earned a Bachelor of Arts degree from American University and graduated with distinction from UCLA's Personal Financial Planning program.

    Betsy Mayotte, The Institute of Student Loan Advisors
    Topic: "Loans, Older Students, & Defaults:  Overcoming Student Loan Roadblocks"   

Betsy is the President and Founder of The Institute of Student Loan Advisors (TISLA). She has been working in the student loan industry doing compliance and advocacy work for over 20 years and has helped thousands of borrowers with their student loans. Most recently, she has spent the last 18 years working for American Student Assistance®, a Boston-based nonprofit organization with 60 years’ experience helping people make better decisions about financing their education and repaying student loans.

Betsy has served as a primary negotiator for several federal Title IV negotiated rulemaking Sessions on topics such as the use of student loans at foreign schools, rehabilitation and borrower defense to repayment.  In addition, Mayotte frequently conducts regulatory training meetings for the higher education financing industry both in the United States and as far away as the United Kingdom, Canada, Australia and New Zealand. She is regularly quoted in the media on student loan issues and was a frequent contributor to the U.S. News and World Report’s The Student Loan Ranger blog. Betsy was born and raised in Lowell, MA and currently lives in Plymouth, MA.

    Melissa Tosetti, The Savvy Life
    Topic: "Power Of Cash Flow Planning:  Increase Your Clients Savings Rate"

Melissa saw an issue growing all around her—more and more people were making good money, yet finding themselves living paycheck-to-paycheck. She stepped up to the challenge. Melissa founded The Savvy Life in 2003 to meet the needs of individuals and families who wanted to conquer the gap between their earnings and expenses once and for all. Think of it as Everyday Financial Planning for everyday living, while simultaneously building on long-term financial goals.  What started as a germ of an idea has turned into a vital requirement for individuals and families all across the United States, whether working with her through their financial advisor or directly. Melissa’s financial education acumen has led her to be a spokesperson for Quicken and a speaker on the concepts of Everyday Financial Planning with corporations such as Charles Schwab, Ameriprise Financial, Edward Jones, Bayer Healthcare LLC, Cisco Systems, PG&E and International Paper and more.

    Melissa has been a guest on Pocket the Difference on the Fine Living Network and has appeared on episodes of Eye on the Bay and The Real Deal with Jeanette Pavini. She has been quoted in U.S. News & World ReportTodayShow.comChicago Tribune and Detroit News among other publications. She has chaired panels on savvy living at the Professional Businesswomen of California conferences in San Francisco and Sacramento. Personal finance author, speaker and teacher Melissa is author of the international best seller, Living the Savvy Life.

     Melissa believes a strong financial foundation develops habits and routines that make managing money effortless. Understanding the fear and emotions surrounding money, Melissa works with her clients in a positive, upbeat manner. Her goal creates people equipped for today’s and the future’s savvy life.

    Dr. Wade Pfau, Founder of RetirementResearcher & Professor at American College
    Topic: "The Four Approaches to Managing Retirement Income Risk"

Wade D. Pfau, Ph.D., CFA, RICP, is the curriculum director of the Retirement Income Certified Professional designation and a Professor of Retirement Income at The American College of Financial Services in King of Prussia, PA. As well, he is a Principal and Director for McLean Asset Management. He holds a doctorate in economics from Princeton University and publishes frequently in a wide variety of academic and practitioner research journals on topics related to retirement income. He hosts the Retirement Researcher website, and is a contributor to ForbesAdvisor PerspectivesJournal of Financial Planning, and an Expert Panelist for the Wall Street Journal.  He is the author of the books, Safety-First Retirement Planning: An Integrated Approach for a Worry-Free RetirementHow Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies, and Reverse Mortgages: How to Use Reverse Mortgages to Secure Your Retirement

    Jeffery Levine, Nerd's Eye View and Kitces.com
    Topic: "How The SECURE ACT Changes Retirement (and other) Planning" & "Estate Planning in the Modern Age"

Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA is the Director of Advisor Education for Kitces.com, a leading online resource for financial planning Professionals, and also serves as the CEO and Director of Financial

Planning for BluePrint Wealth Alliance LLC, a Registered Investment Adviser, where he drives the firm’s vision of delivering a unique, modern approach to the financial, tax and estate planning. Jeffrey is a recipient of the Standing Ovation award, presented by the AICPA Financial Planning Division for “exemplary professional achievement in personal financial planning services.” He was also named to the 2017 class of 40 Under 40 by InvestmentNews, which recognizes “accomplishment, contribution to the financial advice industry, leadership and promise for the future.” Jeffrey is a regular contributor to Forbes.com, numerous industry publications, and is regularly sought after by journalists for his insights.

Click Here for Agenda