Keynote Speakers:
Amy Florian: Amy Florian is the CEO of Corgenius and an expert in life transition. She is an acclaimed speaker and author, publishing over 250 articles and the multi-award-winning books No Longer Awkward: Communicating with Clients through the Toughest Times of Life and A Friend Indeed: Help Someone You Love When They Grieve. She has been honored with many awards for her ground-breaking work including, LUMINARIES Class of 2021 from Think Advisor, The 20 Most Creative People in Insurance and Financial Services from Life Health Pro, Influential Woman in Business from the National Association of Women Business Owners, Women of Influence from the Chicago Business Journal, and the List of 25 Front Runners and Influencers from Investment Advisor Magazine. Amy holds a master's degree and is a Fellow in Thanatology (the highest level of certification in grief studies). She taught a graduate class at Loyola University of Chicago for almost 10 years, has worked with over 2,500 grieving people, and consults with firms, corporations, and individuals across the country and globe.
Joseph Messinger: Joseph Messinger is Co-Founder and Director of College Planning, Capstone Wealth Partners; Co-Founder and Strategic Advisor, College Aid Pro. Joe has over 20 years of financial planning experience and holds the following designations: CFP, ChFC, CLU and CCFC. He is the leading authority on late-stage college funding and a highly regarded thought leader in the financial planning community. He has spoken at hundreds of high schools and parent groups nationwide on how to make more informed college buying decisions. He is frequently asked to speak at industry conferences about his College Pre-Approval process and to provide continuing education for CPAs and CFPs through the FPA, XYPN, and OSCPA.
A special thank you to our 2025 Gold Sponsors:
MFS
The Capital Group
Central New York Community Foundation