FPA Philly - 38th Annual Spring Symposium | May 14th, 2025

We have an exciting lineup of speakers and topics planned!

• Using Behavioral Finance to Navigate the Wealth Management Evolution with Alan Lennick, CFP®, BFATM
• Modern Trust Laws: Delivering Direction & Control featuring David Warren, JD
• Protecting Wealth for an Aging America: Understanding the Impacts of Dementia with Joe Sullivan, CFP®, ChFC®, CLU® Changes in College Planning presented by Cozy Wittman
• Navigating Medicare Costs, Coverages & Revolutionizing Medicare Support with Advanced Technology Solutions by Mark Brownstein Navigating Senior Care Options featuring Ginger Noce/Kristy Kennedy
• Using Influence Techniques to Turn Prospects into Clients with Evan Beach, CFP®

Meet Our Speakers

Mark Brownstein

Navigating Medicare Costs, Coverages & Revolutionizing Medicare Support with Advanced Technology Solutions

Educate yourself and your clients

With so many coverage options and changes to Medicare, it's essential to guide your clients to the right solution and help them make the right decisions for their health which impacts their financial planning. Finding the right Medicare plan requires careful consideration and a reliable independent resource. If clients are turning 65, retiring, or moving to a new address they need to know key dates and information about plans available in their state or county. Those approaching Medicare eligibility realizes that it is important to consider Medicare at age 65 and again approaching retirement. Learn how to cover the critical areas of medical and dental, vison and hearing expenses and what benefits are typically offered by insurance companies each year. Discussion will include the changing Medicare landscape, Medicare and consumer trends, ethical Medicare practices, recent CMS rulings, caregiving, changing Medicare coverage for Alzheimer patients, Weight loss drugs, and the impact on the carrier’s profitability. Groundbreaking digital, secure AI process to be introduced and information about a new Needs Meds discount card being rolled out nationally to help clients find the lowest-cost drug plan and cost savings based on clients’ specific medications. Will discuss Part D changes and faster, easier Medicare drug plan review with an AI model called RxCare.

EXTRAS! To include up to date information from current events gathering just prior to my presentation!

Mark’s bio: Mark Brownstein is highly regarded as a “trusted educator and advisor” and the Director of Medicare for Emerald Medicare. He a fully licensed Medicare professional servicing 31 states. Mark is a 3-time President of his local Financial Planners Association (FPA) and received industry recognition as a highly energetic leader who is both committed to the highest fiduciary standards and to service quality. He is a passionate, independent, and dedicated provider of comprehensive and competitive Medicare solutions. As an advisor, Mark has built his career based on objective education to assist in implementing Medicare solutions to meet clients’ changing needs. Mark has extensive experience working with individuals, veterans, Financial professionals, medical offices and CPA and tax professionals to implement Medicare solutions to meet clients’ changing needs. He and his team of 7 are committed all year long to service quality. Mark has provided Medicare solutions for over 2,500 clients and conducted educational workshops for over 4,000 clients and trusted advisors.  

Evan Beach, CFP®, EA., AWMA

Using influence techniques to turn prospects into clients would fit in well to the overall day 

Based on Robert Cialdini’s best-seller, “Influence,” this presentation is all about using persuasion strategies to help prospects convert to clients. Evan will reveal his playbook of how he used these strategies to mor e than triple the AUM of his former firm. He will cover everything you need to know about how to turn your prospects into clients.

Evan is a practitioner, first. He knows what works for clients and firms because he has lived it first hand. As the partner responsible for firm growth, Evan brought his former RIA from less than $300MM in AUM to over $1B in AUM in just six years using only organic growth strategies. He uses the firm he founded, Exit 59 advisory, as a lab to test academic research in practice.  Evan has delivered over 500 live presentations to consumers and financial professionals. He speaks, consults and writes on the topics of practice management, growth and service.  

Evan is a special topics instructor in the financial planning program at Texas Tech University, a regular contributor to the Journal of Financial Planning and the Kitces blog. His work has been listed on the all-time “best of” Kitces posts. 

Alan Lennick, CFP®, BFATM

Using Behavioral Finance to Navigate the Wealth Management Evolution

Alan Lennick is a natural think2performer. He has used think2perform tools his entire life, and in so doing has helped thousands of people make better decisions and achieve their personal and professional goals. Before joining think2perform Alan spent more than 20 years in the financial services industry as a financial advisor, field leader, and a corporate executive. He has a passion and proven track record for developing high performing leaders and teams.

Alan studied acting in college, and he received the Ava Greenwald Award as outstanding graduating actor at the University of Southern California. Alan leverages his executive experience and background in performing arts to help his clients tap into the art and science of human behavior and optimal performance.

As an actor and vocalist, Alan has performed internationally both on stage and in film. As a financial professional, Alan began his career with American Express Financial Advisors (now Ameriprise) as an advisor in New York City. Upon relocating to Minneapolis, he became a partner at Schubert, Kumagai, Lennick and Associates, an Ameriprise franchise. Alan subsequently moved into field leadership with Ameriprise and was consistently a national leader with three different Twin Cities branch offices before becoming a national leading Complex Director in Southern California. Alan later joined HilltopSecurities where he served in multiple executive roles. He led the highest producing region as the Regional Director of the West Coast, and served nationally as the Senior Vice President of Practice Management, leading the rollout and implementation of advice consulting for a fee, for both the Private Client Group and the Independent Network. Alan returned to the Twin Cities as he moved into the role of Senior Managing Director, leading the Western half of the US for the Private Client Group.

Alan is a CERTIFIED FINANCIAL PLANNER professional (CFP), and Behavioral Financial Advice certificant (BF). He graduated from the University of Southern California with a degree in theatre.

Ginger Noce/Kristy Kennedy

Navigating Senior Living - Understanding the Options

Navigating senior living is complex and confusing as there are many options available in the market. In this presentation participants will gain an understanding of the types of senior living options available, the rates and fee structures, insight into state regulations and oversite and questions their clients should consider when evaluating senior living communities.

Founders Kristy Kennedy and Ginger Noce are the senior living consultants behind the Silver Bridges Consulting name.

Kristy brings a heart for service and over 20 years of expertise in the senior living industry. She spent a decade as a senior leader for one of the nation’s top five senior living organizations. Kristy also served as Vice President at WellAware Systems, where she helped advance remote sensor technology to detect pre-emerging health conditions in senior living residents. Additionally, as VP of Operational Excellence at EmpowerMe Wellness, she played a pivotal role in delivering ancillary services to over 1,000 communities across 40 states, enhancing continuity of care for those in senior living.

Ginger brings more than 25 years of corporate leadership experience, coupled with personal insight as a long-distance caregiver for her mother, with memory impairment. Her firsthand experience navigating the complexities of finding the right senior living community for a loved one gives her a unique perspective and deep empathy for families facing similar challenges.

Kristy and Ginger’s professional expertise, combined with their personal journeys enables them to provide invaluable guidance and support to families making these important decisions. Their approach is hands-on, profoundly personal, and free from any bias. They prioritize forming lasting relationships with you and your loved ones and are your partner, through every step of the process.

Joe Sullivan, CFP®, ChFC®, CLU®

Protecting Wealth for an Aging America: Understanding the Impacts of Dementia

This course will provide advisors with the following insights with respect to Alzheimer’s disease and dementia:

• The prevalence of Alzheimer’s disease and dementia among the general population
• The common warning signs of Alzheimer’s and dementia
• The concept of legal capacity and how it is impacted during the stages of decline
• Legal and financial planning steps to help families prepare for the potential loss of legal capacity
• How to interact with clients who are impacted by Alzheimer’s and dementia

ABOUT JOE:

Joe Sullivan joined the Transamerica Advanced Markets Group in 2019 after nearly nine years at Raymond James Financial where he worked as a Relationship Manager with mutual fund and annuity partners. Prior to entering the field of financial services, Joe spent over 15 years in the land development industry.

Joe is a Certified Financial Planner™ (CFP®), Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), and currently holds the FINRA Series 7 registration. He has a passion for ensuring clients can maximize the financial opportunities available to them and does that by educating financial services professionals on advanced planning strategies.

Joe lives in St. Petersburg with his wife and two children. When he is not working, he enjoys challenging himself in varying pursuits such as woodworking and running.

• 11 years of financial services experience
• Joined Transamerica in 2019
• Certified Financial Planner™ (CFP®)
• Charter Financial Consultant® (ChFC®)
• Chartered Life Underwriter® (CLU®)
• Bachelor of Science in Business Administration, The University of Florida

David Warren, JD

Modern Trust Laws: Delivering Direction and Control

Modern trust laws—including Directed Trusts, Trust Protectors, and the South Dakota Family Advisor—have transformed the trust industry in the United States. These progressive statutes, available in only a handful of states like South Dakota, have redefined how trusts are created and administered, delivering unprecedented direction, control, and flexibility to settlors, beneficiaries, and their advisors. In this session, David Warren, Co-Founder & Chairman of Bridgeford Trust Company, will explore how South Dakota’s modern trust laws empower families and advisors by providing innovative trust solutions that enhance trust administration, investment decision-making, and asset protection strategies.

David Warren is Co-Founder and Chairman of the Board of Bridgeford Trust Company. He is also President and CEO of Bridgeford Advisors dba Bridgeford – a sister company operating throughout the country and around the world providing consultative, planning, business development, and marketing support to Bridgeford Trust Company.

David is an attorney with over 20 years of professional experience practicing law and working in the financial services industry serving the trust and wealth management needs of high and ultra-high net worth families across the nation and around the world. Prior to establishing Bridgeford Trust Company, he was recruited out of a large and prestigious Mid-Atlantic law firm to join the Wealth Management/Trust Department of a regional bank as a Vice President/Senior Trust Administrator. David subsequently transitioned his career to Bank of New York Mellon where he worked exclusively and extensively with high and ultra-high net worth families on various wealth management issues including asset protection and legacy planning.

Cozy Wittman

4 Strategies for a Smarter College Search

The college search continues to become more complex, making it harder for your clients to identify right-fit schools. Challenges include:

• Changing admission trends 
• The ever evolving world 529's 
• FAFSA and financial aid changes 
• Fit and how to find it

Learn more about these changes, and new strategies for the best opportunity to educate clients around admission and maximize scholarships.

Cozy Wittman - Education and Partnerships

Education and networking are a way of life for Cozy. At College Inside Track she runs both the parent events as well as professional development training for those who work with families who have high school students. She speaks nationally about college search, training financial and other professionals.

Cozy is excited to connect with organizations and families interested in learning more about the complex college process.  She is a mom of 5 kids with very different goals for college, so she is no stranger to the college search challenge.