Money

Jeanne Brutman is an independent fee-based financial planner for small to medium-sized businesses and savvy individuals. She conducts rigorous research and carefully monitors changes in the tax code and insurance law that affect financial planning. She then tracks financial products as they evolve to determine how clients can best take advantage of them.

Through her many years of personal and professional experience, Jeanne has acquired the skills necessary to help individuals and small companies make breakthroughs in the areas that are most confusing:

• discretionary benefits
• retirement plans and planning
• workers compensation
• estate analysis and tax strategies
• retirement asset management
• business continuation and succession planning
• long-term investing strategies
• life, disability, long-term care, and group health insurance policies

Jeanne works with a team of a dozen highly trained professionals in related fields for her clients’ convenience. She has four designations in her field LUTCF CFBS, CFS and CLTC and holds several licenses in her profession. She speaks extensively in industry and academia, including Baruch College, Pace College, New York University, The American College for Financial Planners and she has spoken at The Learning Annex, as well as for various industry associations. Jeanne has given more than 50 seminars that were approved for Continuing Education Credits in New York and New Jersey for CPAs and attorneys. Jeanne has also been a member of MDRT for many years, an organization that represents the top 1% of the financial services industry. She also teaches continuing education courses for her industry and is an instructor for the LUTCF designation,

Giving back to her community is a passion. Jeanne has served on the board of her professional association as the Educational Chair (NYCAIFA) and was on the board of the nationally recognized nonprofit organization Savvy Ladies for five years. She is quoted in media and she has appeared by reference in Real Estate Weekly, Financial Planning Magazine, The Green, Golf beyond the Links Magazine, Registered Rep, CNBC online, Smartmoney.com, CFO Magazine and Oprah Winfrey’s website, as well as many other publications and websiites. Jeanne also runs a weekly teleseminar on financial planning every Wednesday evening at 8 Pm ET. To register, go to her website www.askjeannebrutman.com.

Michelle Dunn is an award-winning author, self-syndicated columnist, and has worked in the credit and debt collection industry for more than 25 years. She has been named one of the Top 5 Women in Collections two years in a row as well as one of the Top 50 most influential collection professionals by her peers. Look for her newest book by Wiley Publishing titled, "The Guide to Getting Paid: Weed Out Bad Paying Customers, Collect on Past Due Balances, and Avoid Bad Debt,” available now everywhere. Visit Michelle online Credit-and-Collections.com

David Rudofsky is a business consultant who advises clients on how to optimize their business' profitability through cost management, financial and strategic planning, and competitive analysis. A graduate of Wharton School of Business, Rudofsky uses creativity, strategic thinking, and analysis to find fresh solutions to his clients' business problems.

Nina L. Kaufman, Esq. is an award-winning business attorney, speaker, and Entrepreneur Magazine online columnist and blogger. For over 15 years, she has concentrated on saving consulting and professional services companies time, money, and aggravation by serving as their outsourced legal counsel. With skills honed on the stand-up comedy stage, Nina is a sought-after professional speaker on subjects ranging from business partnerships and collaborative alliances to client/customer relations, to doing business on the Internet. 

She is a regular columnist for Entrepreneur magazine, where she authors the Business Law Advisor   column and Making It Legal blog, in addition to serving on Forbes.com’s Small Business Exchange as its Intellectual Property Law expert. Under her Ask The Business Lawyersm umbrella, she reaches thousands of entrepreneurs and small business owners with her professional speaking, information products, and LexAppeal weekly ezine.