Breadcrumb FPA Home FPA of Metro New York Annual Forum 2021 Speakers May 24 - 25, 2021 | Virtual Event Share Meet Our Speakers Featuring nationally acclaimed, leading thought leaders in the financial planning profession. Claire Akin, MBA, Indigo Marketing Agency Susan Bradley, CFP®, CeFT®, Founder, Sudden Money® Institute Larry Cordisco, Lead Portfolio Manager, Osterweis Fund Sharon Epperson, CNBC Senior Personal Finance Correspondent Pam Friedman, CFP®, CDFA®, Managing Director & Principal, Robertson Stephens Wealth Management Dr. David Kelly, CFA, Managing Director & Chief Global Strategist, J.P. Morgan Asset Management Mark Maimon, Vice President, Freedom Mortgage Jay Mooreland, MS, CFP®, The Behavioral Finance Network René Nourse, CFP®, Founder & CEO, Urban Wealth Management Jim Pavia, Money Editor, CNBC Seema Rambaran, Associate, Cullen and Dykman LLP Samantha Russell, Chief Evangelist at FMG Suite/Twenty Over Ten Caleb Silver, Editor-in-Chief, Investopedia Liz Ann Sonders, Senior Vice President & Chief Investment Strategist, Charles Schwab & Co., Inc. Michael Townsend, Vice President, Legislative and Regulatory Affairs, Charles Schwab & Co., Inc. Register now for Annual Forum 2021 Return to Annual Forum 2021 homepage