OPTIMIZED INSURANCE PLANNING REGIONAL CONFERENCE - SCOTTSDALE, AZ
SPEAKERS
Diana Cabrices
Founder & Fractional Chief Evangelist | Diana Cabrices Consulting
Throughout my wealthtech journey, I’ve represented brands with solutions spanning the advisor tech gamut, including marketing, branding, recruiting, M&A, succession planning, small business benefits, and more.
I’ve held roles in sales, partnerships, marketing, enterprise development, consulting, and customer success, allowing me to gain a well-rounded understanding of wealthtech growth needs from a widened growth lens.
Most recently, I helped 10x recurring revenue in 3 years at Snappy Kraken, an award-winning martech platform built exclusively for advisors.
I entered the industry in 2017 with a foundation of over 15 years of passionate selling. Since then, I’ve flown all around the country speaking on hundreds of advisor webinars and on dozens of industry stages. I’ve witnessed the power of brand evangelism first-hand, and the fruit that it bears as wealthtech companies place dynamic humans at the forefront of all they do.
Fast-forward to today, I’ve introduced a first-of-its-kind industry growth offering with the launch of my company, Diana Cabrices Consulting. As a fractional Chief Evangelist, my talent isn’t limited to a single company, which allows me to make a greater impact on the industry as a whole.
Most importantly, I’m able to drive real value for tech companies while doing what I love the most — being an effective evangelist advisors enjoy hearing from.
Dwight Eberts
Owner & Executive Life Coach | Coaching 122
Dwight Eberts is a dynamic and passionate speaker on the power of transformation. Following a successful 20-year career in business as a partner of a large insurance marketing organization, Dwight founded Coaching 122, where he now leverages his insights to help business owners and leaders juggle both the personal and professional demands they face every day.
His mission is to empower others to develop themselves to better serve their loved ones, teammates, and clients. His commitment to helping individuals thrive both personally and professionally has become the cornerstone of his career. Dwight is passionate and focused to making a lasting impact in the lives of those he speaks to and coaches.
Jeffrey R. Hoenle, CFP®, CRPC®, AEP®
Chief Executive Officer & Co-Founder | Advanced Planning Educational Group, Inc.
Jeff has over 20 years of experience in personal financial and insurance planning and is the CEO, co-founder and lead instructor of Advanced Planning Educational Group (APEG). In addition to his role with APEG, Jeff co-founded and currently leads Platinum Wealth Management Group, Inc., a financial and insurance planning firm based in Michigan. He is also an instructor at Oakland University in Rochester, Michigan, where he teaches various financial and estate planning courses in the post-graduate certification program.
Jeff has lectured at hundreds of client events, led several private courses at financial firms, and has been invited to speak at various professional conferences including the annual conference of the Michigan Society of CPAs, the Estate Planners Day conference of the Estate Planning Council of New York City, the monthly meeting of the Estate Planning council of Central New York, the 2018 Advisor Group ConnectED Conference and the national conference of Producers Choice Network, a wholly owned subsidiary of Raymond James.
Jeff is licensed as an insurance counselor and insurance agent offering life and health insurance. He holds securities registrations Series 6, 63, 65 and 7. Jeff is a Registered Representative and Investment Advisor Representative through his Broker/Dealer and Registered Investment Advisor, Woodbury Financial Services, Inc. Jeff is also a Certified Financial Planner℠ practitioner, a Chartered Retirement Planning Counselor™ designee and Accredited Estate Planner designee™ awarded by the National Association of Estate Planners and Councils.
Jeff currently serves as an officer and as the immediate past President of the Financial and Estate Planning Council of Metropolitan Detroit as well as a member of the conference committee of the National Association of Estate Planners and Councils. He is active in various community financial education programs and contributes financial articles to newspapers and other news outlets throughout Michigan. Jeff obtained his Bachelor of Science degree from Wayne State University. He completed post-graduate courses at Wayne State University; completed his Certified Financial Planner℠ coursework at Oakland University and obtained his Chartered Retirement Planning Counselor designation from the College of Financial Planning. Jeff and his wife Kate live in Michigan with their three children – David, Andrew and Sarah.
Ruth Flynn Raftery, JD, CPA, AEP®
President & Co-Founder| Advanced Planning Educational Group, Inc.
Ruth is a licensed attorney and a Certified Public Accountant with over 25 years of experience. As President and co-founder of Advanced Planning Educational Group (APEG), Ruth is responsible for creating and executing the design and strategic direction of APEG’s mission to support the needs of professionals who participate in the holistic planning process. In addition to her role with APEG, Ruth also serves as a Senior Advisor to AltaView Advisors, LLC a business valuation firm with offices in Orange County, San Francisco, Dallas and New York and practices Estate, Trust and Tax Law.
Throughout her career, Ruth has held a variety of roles both within and outside of Public Accounting. Early in her career, she spent 12 years in the Tax Department at Deloitte, and most recently, was employed as a Director in the Estate, Gift and Trust Services Group at Wiss & Company LLP, a public accounting firm with offices in New York and New Jersey. Her expertise in both US and International estate, gift and trust taxation allowed her to serve clients including owners of closely held businesses, high net-worth individuals and families, and individuals who serve as fiduciaries for estates and trusts. In roles outside of public accounting, Ruth led Product Development for tax products at Thomson Reuters, was the Director of Business Development at FMV Opinions and participated in the planning process as a Wealth Advisor at Round Table Wealth Management. Ruth’s diverse experience gives her a unique perspective into to the role that various professionals play in the holistic planning process.
Ruth has developed and taught various Estate, Gift, Trust, and Tax courses throughout her career. She has presented to audiences including, Deloitte National Tax Training, Wiss & Company internal and alumni groups, University of Scranton Accounting Society students, the Estate Planning Council of Central New York. She also teaches Income Taxation in the post-graduate program at Oakland University in Rochester, Michigan.
Ruth is a past President of the Estate Planning Council of New York City and is an Accredited Estate Planner designee™ awarded by the National Association of Estate Planners and Councils. She is past Chair of the Estate Planning Committee of the New York State Society of Certified Public Accountants and is a member of the American Academy of Attorney-CPAs. Ruth received her undergraduate degree in Accounting from the University of Scranton and her Law Degree from Temple University School of Law. She and her husband Brian have 3 daughters (Brigid, Megan and Erin) in college and live in Westfield, New Jersey.
Global Atlantic Practice Management Team – more details to come