Jodi O’Donnell-Ames

Author: 'Someone I Love Has ALS: Family Caregiver Guide'

Jodi O’Donnell-Ames is a certified teacher, writer, massage therapist, member of Union Fire Co. and Rescue Squad and tireless advocate for Lou Gehrig’s disease, or ALS (Amyotrophic Lateral Sclerosis). She is also the founder and president of Hope Loves Company®, a non-profit organization committed to helping the children and grandchildren of ALS patients. She lives with her husband Benton in NJ. Their three children are now young adults who make ALL of their parents (heavenly and earthly) proud. This is her second book. She published an ALS children’s book, The Stars that Shine, in 2013.

Shelley Giordano

Author: 'What You Don't Know About Retirement Income Could Hurt You!''What's the Deal with Reverse Mortgages?'

Shelley has been a pioneer in reverse mortgage lending, having begun her career almost two decades ago. After years at home raising her children, she fell into the unlikely world of reverse mortgages. A local lawyer had established his own company, and having seen how adept she was at raising money for charities, thought she would be good with elderly people. From her very first client she was hooked. She, like other originators, witnessed palpable relief at reverse mortgage closings because the clients were able to improve their retirements without having to give up home. In her career at Wells Fargo and MetLife, Shelley assumed many roles in sales and sales management but has been most steadfast in her commitment to education and ethical lending. She has pursued a long-standing interest in how to integrate housing wealth into the context of a holistic financial plan. Accordingly, she has spoken on reverse mortgage lending at retirement income planning conferences, and for organizations such as NRLMLA, ABA and NAHB.

She speaks frequently on the radio and appeared live on CNNfinancial. She has been a regular participant at industry events and specializes in bringing together reverse mortgage lenders with other financial services experts. Shelley developed a series of calculators that demonstrate the effect of using a reverse mortgage in retirement planning. She authored, through partnership with the American CE Institute, an advanced course, Housing Wealth in Retirement, that teachers throughout the country use to instruct financial planners, CPAs, attorneys, and insurance professionals. She mentors and coaches elite loan officers throughout the country who have participated in her comprehensive training program, and who have committed to strict ethical standards.

Her consulting firm, Longevity View Associates, provides expertise in education, marketing and sales to both lenders and firms associated with retirement income. Today, Shelley chairs the non-profit Funding Longevity Task Force. This team of researchers, gerontologists, financial planning practitioners, and lenders is devoted to helping Boomers understand how powerful their housing wealth could in planning for a more secure retirement.

Christine Abrahams

Author: 'The Unholy Ghost'

Christine Abrahams holds a doctorate in Educational Leadership and an MA in Counseling. She is a licensed counselor and counseling supervisor, a wellness and life coach and a Reiki Master. She has studied psychology, and is immersed in the healing method originated by the Kalahari shaman called “Shaking Medicine”.

Christine has pursued life-long studies in yoga, meditation, Vedanta, Christian and Jewish mysticism, and health and wellness. She owns the Inspire Institute ( which offers educational consulting and a curriculum for special needs students. She is also the owner of Whole Life Healing, a health and wellness company (

Marcia A. Mantell

Author: 'What's the Deal with Retirement Planning for Women?'

Marcia A. Mantell is a Baby Boomer who is already planning for a fantastic retirement. She is a leading retirement business consultant and marketer, and an advocate for women to become more financially independent. Her blog, showcases real-life stories of real people creating their unique retirements. Happily married and mom to two incredible daughters who are already saving for their retirement.

Jack Tatar

Author: 'Having the Talk: The Four Keys to Your Parents' Safe Retirement''Safe 4 Retirement: The Four Keys to a Safe Retirement''The 10 Joys of a Safe Retirement''What's the Deal with Bitcoins?''What's the Deal with The Talk Between Adult Children and Their Parents?'

Jack Tatar is known as “America’s Safe Retirement Coach” and is the author of four books that are changing how people view retirement. His first, “Safe 4 Retirement: The Four Keys to a Safe Retirement” lays out his foundational approach to viewing retirement in a holistic fashion by including the Four Keys: Financial Preparedness, Health & Wellness, Mental Attitude and Staying Involved into planning for retirement. His latest book is “Having The Talk: The Four Keys to Your Parents’ Safe Retirement”, which lays out the need and plan for having that necessary “talk” between retired or retiring parents, and their children and family about later life issues. He writes regularly for as one of their RetireMentors.

brad breeding

Brad C. Breeding

Author: 'What's the Deal with Retirement Communities?'

Brad is co-founder of My LifeSite (formerly LifeSite Logics), a North Carolina company that develops web-based tools and resources designed to help families make better-informed decisions when considering a continuing care retirement community.

Brad previously spent thirteen years as a financial advisor before starting My LifeSite and still maintains the Certified Financial Planner™ certification. His extensive knowledge of the retirement living industry, combined with his financial planning background, allows him to provide valuable insights about lifestyle, healthcare, and financial planning considerations related to this significant life decision.

He’s has been quoted in national media such as Kiplinger’s Magazine, Wall Street Journal’s MarketWatch, USA Today and the New York Times. He speaks regularly for retirement living providers, financial planners, industry trade organizations, life-long learning classes, and other groups across the country.

howard freedman

Howard R. Freedman

Author: 'Making College Happen: The Realities Of Coping With College Costs'

Howard R. Freedman has been a financial aid consultant and president of Financial Aid Consulting for over a decade helping to make college affordable for students from all economic backgrounds throughout the US and Canada.

Michael Gerali

Author: 'What You Don't Know About Retirement Will Hurt You!'

Michael, a Colorado native, is a founding partner of Jester Financial Technologies (JFT). He has been active in the employee benefits and human resources consulting arena since 1989 and served as President of HR Source and HRSB prior to his founding of JFT. Most recently, he has been a featured speaker at numerous national conferences on the topics of Retiree Pension and Healthcare Obligations.

Peggy Hoyt

Author: 'What's the Deal with Estate Administration?''What's the Deal with Estate Planning?'

Peggy Hoyt is a founding partner of The Law Offices of Hoyt & Bryan, a family wealth and legacy planning law firm specializing in wills, trusts and estates and elder law. She is a three-time Stetson University graduate receiving her B.B.A., cum laude, in 1981, her M.B.A. in 1982 and her J.D., cum laude, in 1993.  Peggy is the author of 11 books and she practices in the areas of family wealth and legacy counseling, including trust and estate planning and administration, elder law, small business creation, succession and exit planning, real estate transactions and animal law. In addition to her law degree, she holds a Florida real estate license. She serves as a certified FINRA Arbitrator and is also a Florida Circuit Court Mediator concentrating in family business, elder law and estate matters along with the resolution of pet disputes. Peggy holds Board Certifications from the Florida Bar in both Wills, Trusts, and Estates and Elder Law.She maintains a number of specialty blogs and writes regularly for WealthCounsel and the Examiner. Peggy has been featured on CNN Financial News, the Wall Street Journal and the Orlando Sentinel for her work in pet planning.

Peggy also has a radio show called “All My Children Wear Fur Coats”, airing on and archived at It’s on Mondays from 3 p.m. – 4 p.m. and deals with issues related to our kids in fur coats!

Leslie Josel

Author: 'What's the Deal with Teens and Time Management?'

Leslie Josel is the founder of “Order Out of Chaos,” an organizing consulting firm specializing in student organization and chronic disorganization and creator of the award-winning Academic Planner: A Tool for Time Management®. She brings over a decade’s worth of professional experience working one-on-one with teens and their families, speaking to teachers, parent and professional groups across the country, as well as the perspective of a mother of a time-challenged teen, to create a parent’s indispensable guide through the time management journey with their teen.