KEYNOTE SPEAKERS
Denise Appleby, MJ, APA, CRPS, CISP
CEO Appleby Retirement Consulting
Diana Cabrices
Founder Diana Cabrices Consulting
Dr. Joseph Coughlin
Director of the MIT AgeLab
DENISE APPLEBY is the CEO of Appleby Retirement Consulting. She is widely known as The IRA Whisperer for her ability to simplify complex laws governing IRAs, distributions, and rollovers. She specializes in IRA and employer-plan laws and compliance and is a frequent speaker and author.
DIANA CABRICES is the dynamic founder of Diana Cabrices Consulting, a brand evangelism firm specializing in wealthtech and financial services. A pioneer of the outsourced Chief Evangelist role, she has built a reputation as a high-energy speaker, webinar host, and content creator, helping financial brands captivate their audiences. A bold businesswoman and brand strategist, Diana travels the country teaching financial advisors how to scale their businesses and elevate their market presence. Her contributions to financial services have earned her multiple industry accolades, including ThinkAdvisor Luminary, InvestmentNews Rising Star, and Wealth Solutions Report’ s Hispanic Innovation Executive of the Year in 2024. That same year, she was commended as“ Creative Marketer of the Year” by Women in Marketing, a global awards program celebrating marketing excellence.
DR. JOSEPH COUGHLIN is the founder and director of the MIT AgeLab at the Massachusetts Institute of Technology. A researcher, educator, advisor, and internationally sought- after speaker, he explores how global demographics, technology, and shifting consumer behaviors are transforming business and society. He has been recognized as one of Fast Company’ s“ 100 Most Creative in Business.” A Senior Contributor to Forbes, he writes regularly for The Wall Street Journal and MarketWatch. His bestselling book, The Longevity Economy: Unlocking the World’ s Fastest Growing, Most Misunderstood Market, was named a CEO READS Best Seller and is widely cited by Fortune 500 boards and executive leadership teams. His most recent book, co-authored with MIT AgeLab colleague Luke Yoquinto, is Longevity Hubs: Regional Innovation for Global Aging( MIT Press, 2024).
Mary Beth Franklin, CFP ®
RetirePro
Kristina Hooper
Chief Marketing Strategist Man Group
Tara Latini
Head of Wealth Distribution TIAA Wealth Management
MARY BETH Franklin is one of the country’ s leading experts on Social Security and Medicare. An award-winning journalist and Certified Financial Planner, former columnist for Investment News, a publication for financial advisors. In 2021, she received an EPPY award from Editor and Publisher for best business blog. She is also author of the eBook, Maximizing Social Security Benefits, available for purchase at her website www. MaryBethFranklin. com. Previously, Mary Beth served as the tax and retirement editor for Kiplinger’ s Personal Finance magazine and editor of Kiplinger’ s annual Retirement Planning Guide. Earlier in her career, Mary Beth was a Capitol Hill reporter for United Press International.
KRISTINA HOOPER is the Chief Market Strategist at Man Group, where she provides views and insights on the economy and markets. She was featured on the cover of the January 2015 issue of Kiplinger’ s magazine, and has appeared regularly on CNBC, Bloomberg TV and Yahoo Finance and has regularly been quoted in financial news publications. Prior to joining Man Group, she was the Chief Global Market Strategist at Invesco for more than eight years. Before Invesco, she was the US Investment Strategist at Allianz Global Investors.
TARA LATINI is Executive Vice President and Head of Wealth Distribution for Wealth Management at TIAA, a Fortune 100 financial services organization. In her role, Tara leads a team of wealth management executives in delivering financial planning and product solutions that redefine client service across all wealth levels. Tara also oversees Sales Enablement, inclusive of advisor communications, new hire onboarding, practice management, and network optimization. Tara brings over 30 years of financial services experience, having transformed business operations across multiple global markets including London, New York, Hong Kong, and Malaysia. Her expertise spans strategic transformation, operational excellence, and international wealth management.
Dr. Carolyn McClanahan, M. D, CFP ®
Director of Financial Planning Life Planning Partners
Emily Roland, CIMA
Co-Chief Investment Strategist Manulife John Hancock Investments
Liz Ann Sonders
Chief Investment Strategist Schwab Center for Financial Research
DR. CAROLYN McClanahan founded Life Planning Partners Inc. in 2004. McClanahan writes and speaks nationally to financial planners and physicians on the interplay between health and financial issues. She has been quoted in numerous publications, including The Wall Street Journal, New York Times, Money Magazine, and has appeared on CNBC and NPR.
EMILY IS responsible for developing and delivering timely market and economic insight to financial advisors and institutional investors across the country. She has been featured on CNBC, Fox News, and Bloomberg TV, and is quoted frequently in the financial press, including the Wall Street Journal and the Financial Times. She is a highly rated keynote speaker at a variety of industry conferences and events. Emily leads the development of Manulife John Hancock’ s flagship quarterly market outlook publication, Market Intelligence. She sets the view by marrying insight from the firm’ s global network of asset managers, independent research firms, broker-dealers, and banks with top-down fundamental and macro analysis.
AS CHIEF investment strategist at Charles Schwab, Liz Ann has a range of investment strategy responsibilities spanning market and economic analysis to investor education, all focused on the individual investor. She analyzes and interprets the economy and markets on behalf of Schwab’ s clients. Liz Ann makes regular TV appearances on CNBC, Bloomberg TV, and Fox Business News, and is regularly quoted in publications such as The Wall Street Journal, Barron’ s, and The New York Times. Liz Ann earned a BA in Economics and Political Science from the University of Delaware and an MBA in Finance from Fordham University’ s Gabelli School of Business.