MEET OUR SPEAKERS
Get ready to embark on an enlightening journey with our lineup of experts, each bringing a wealth of knowledge and insights to the forefront. These thought leaders will shed light on a diverse range of topics that can empower you to secure your future, protect your loved ones, and live your best life.
Co-Founder, Personal Coach, Soaring Families
Insurance Broker, Transparent Insurance Solutions
Lisa Trotzke-Laws specializes in all things health insurance. With nearly 20 years combined experience, she runs a company with her husband called Transparent Insurance Solutions. They have access to nearly every company and type of plan so, no matter your unique situation, they can find a plan specific to your needs. They seek to put the customer first by educating with the most up to date market information, identifying the most suitable plan, assisting in the enrollment process. They are licensed in 30 different US states and are excited to bring ease and peace of mind to your health insurance experience!
CEO/Founder, Caregiving Worldwide Enterprises
Life and LTC Insurance Broker, BGA Premier Insurance
Dina Mabry is a trusted resource for life and long-term care insurance. She places policies in all states with over 30 carriers. She is passionate about planning and can help families alleviate some of the financial burden associated with an extended healthcare event. She is currently a broker at BGA Premier Insurance.
Companionate Care Expert, Pro Companion
Nima Yazdanfar is the CEO of Pro Companion. Mr. Yazdanfar is a true entrepreneur who managed, designed and shaped many businesses including his own businesses. His vision is to lead a company that provides services that are tailored to support client’s well-being and personal development while receiving compassionate care. He truly believes in enhancing the health and overall wellness by taking services into people’s home. His training prepared him to think conceptually while operating in the best interest of our clients.
Founder, Apprise Wealth Management
Phil Weiss founded Apprise Wealth Management. He started his financial services career in 1987 working as a tax professional for Deloitte. For the past 25 years, he has worked extensively in the areas of personal finance and investment management. Phil is a CFA charter holder, a CPA, and a Registered Life Planner
Ali Soltani, MBA CEAC
Home Modification Consultant,HandyPro
Lili Udell Fiore
Author & Founder, Much Love, Lili
Much Love, Lili was founded to “take care of the Caregiver” through guidance, resources, and support. Using Lili’s 15+ years of experience as a Caregiver, Certified Death Doula and her own Sensory Care Method, and her book, she helps caregivers provide the best possible experience for their loved ones.
Owner, United Insurance Experts
Myriam Leiva is a licensed insurance agent and certified with multiple top insurance carriers. She is the owner of United Insurance Experts. Myriam was raised in Boca Raton, Florida and is proud to still call it her home. She is a mother of two wonderful girls and a fur baby. She enjoys spending time with her family and playing pickleball. She has been in the financial Industry for over 13 years. After having a bad experience with health insurance with one of her elderly family members she decided to learn about Medicare and fully understand the options that Medicare has to offer and that’s when her passion grew to educate and help others understand the Medicare maze. Myriam hosts her show on Legends Radio where she educates Seniors on Medicare and connects them with different resources that can help them.
Co-Founder/Co-CEO, Motivity Care Inc.
Mim Senft GBA AAI CWWS, is the Co-Founder/Co-CEO of Motivity Care Inc, a company that takes the complexity out of caregiving management. She had oversight of strategy under the Optum umbrella for the Goldman Sachs Wellness Program and has worked with more than 100+ U.S. and international clients. Founder of GW4W.
E&T Litigation Attorney, Offit Kurman
Tom Repczynski is an Estate/Trust & business litigation lawyer at Offit Kurman emphasizing inheritance-related disputes in MD/VA/DC (and nationwide), creditors’ rights, and B2B disputes. Tom has co-owned/operated exterior painting and used furniture going concerns; and chaired Boards of multiple local Bar associations, community ARB’s, a local Chamber, a non-profit arts school, and BSTroop 688.
Psychologist, Aging and Retirement Coach, Coaching Aging Adults
Dr. Karen Midyet, president and founder of Coaching Aging Adults, is a clinical psychologist with 45 years of experience, specializing in aging and life transitions. She has worked extensively in Long Term Care as a supervising psychologist, providing compassionate support to families of older adults. She focuses on helping people navigate challenges related to aging, caregiving, and retirement.
Eric Blake, CFP®
Founder and Lead Financial Planner, Blake Wealth Management
With over 24 years of experience as a financial advisor, Eric Blake found his passion in supporting women throughout the retirement journey. Whether you are a widow, divorced, or simply ready to take control of your financial future, your planning needs are special. His company, Blake Wealth Management provides tax-efficient retirement planning for women.
Dr. Jovan Jackson
Fiduciary Advisor, Good News Financial & Investment Advisors LLC
Dr. Jovan Walker-Jackson, is a renowned author, speaker, and licensed financial advisor. She leads Good News Financial & Investment Advisors LLC in Largo MD, specializing in investment planning, tax reduction, retirement planning, asset preservation, and long-term care alternatives. With 15+ years in the DMV area, she’s a sought-after wealth manager and consultant for gov’t and corporate employee resource groups.
Realtor® SRES®, AHWD, Coldwell Banker Realty
Happy clients are Rebekah Kleiman’s specialty, whether you are the buyer or the seller. Helping clients achieve their goals by forging relationships and facilitating negotiations in a professional, collaborative environment is her trademark. With over 20 years of experience in real estate in the Metro DC area and East Coast cities, Rebekah Kleiman is currently a realtor at Coldwell Banker Realty, where she continues to excel in delivering outstanding service to her clients.
Boyce H. Goff
Managing Partner, GDM Private Financial Solutions