Below you will find the Speaker Presentations. Also included (if available) are the Bios for each speaker. Download for viewing during the conference or for future reference.

2025 Materials & BIOs

Investment Update from Stephen Morgan - S Morgan BIO

Investing for Tax Efficiency - Ken Shell BIO

Digital Resurrection - Victoria Haneman BIO

Amanda Senn BIO

Ind.Estate Planning Big Beautiful Bill - Rob Keller BIO

Artificial Intelligence is Estate & Financial Planning - Ross Bruch BIO