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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.

Jason founded Nonprofit Solutions Network in 1998 to help nonprofits boost productivity, lower costs, and improve their overall operation through the use of technology. Other IT firms that provide affordable services do this by providing a “one size fits all” approach. Nonprofit Solutions and its sister company that serves small businesses provide technology solutions customized to meet the unique needs and financials challenges of nonprofits and small business. 

Lorri M. Greif, CFRE, president of Breakthrough Philanthropy, Inc., has more than two decades of experience in creating and implementing successful major gift and planned giving campaigns for local and national mid-sized nonprofits, and is responsible for raising hundreds of millions of dollars.  She has the knowledge of both a seasoned nonprofit fundraiser and a consultant. Lorri is a former board member of Women in Development (WID), and presently holds membership in the Association of Development Officers (ADO), the Planned Giving Group of Greater New York (PGGGNY), the National Council on Planned Giving (NCPG), the American Council on Gift Annuities (ACGA), the National Board of Gift-Planning Consultants for Planned Giving MENTOR™ , and the Program Committee of the Association of Fund Raising Professionals (AFP).

Laura Jacob is the President of Pro Way Development based in Stamford, CT. Pro Way helps businesses develop human resource strategies, a plan to hire, manage, and motivate employees. Organizations can maximize their human capital by establishing sound human resource practices that include recruiting, on-boarding, employee relations and retention, and employee development.

Laura has worked in the U.S. and Canada as well as virtually across the globe. She serves as adjunct faculty at local colleges and teaches communication and management skills courses at the American Management Association.

In May 2009 she was named as one of Fairfield County's Top 40 executives under 40 for her work as the President of Pro Way Development.

Vanessa Wakeman is the driving force behind The Wakeman Agency. Based in New York, its clients span the globe. It is an award-winning agency that produces innovative, high-impact special events and PR campaigns for a diverse roster of organizations committed to social change.

Vanessa launched The Wakeman Agency in 2003 to provide public relations and event management. She has been quoted by PR Week, The New York Daily News, ABC Eyewitness News, Selling Power, Smart Money magazine, Westchester magazine, New York News Day, Philanthropy Journal magazine, and a host of other outlets.

Laura Jacob is the President of Pro Way Development based in Stamford, CT. Pro Way helps businesses develop human resource strategies, a plan to hire, manage, and motivate employees. Organizations can maximize their human capital by establishing sound human resource practices that include recruiting, on-boarding, employee relations and retention, and employee development.

Laura has worked in the U.S. and Canada as well as virtually across the globe. She serves as adjunct faculty at local colleges and teaches communication and management skills courses at the American Management Association.

In May 2009 she was named as one of Fairfield County's Top 40 executives under 40 for her work as the President of Pro Way Development.

Alan Siege, CEO/Owner of Small Business Management Consulting, which focuses on small firms. SBMC helps companies increase profits by improving the way they tell their business story. He has been featured in NY Newsday, CrainsNewYork, American Express OPEN, Toilet Paper Entrepreneur, and Good Housekeeping. He is an instructor for the NYC Department of Small Business Services Entrepreneur Boot Camp, a Kaufman Foundation Certified Facilitator for its FastTrac programs offered by NYC, as well as an adjunct Professor at the Center for Continuing Education and Workforce Development at the Borough of Manhattan Community College, and the School of Continuing and Professional Studies at New York University.