2018 Conference Speakers

Glen Hammel, PhD

Glen Hammel, PhD

Neuropsychologist

Dr. Hammel is a popular speaker at professional development seminars, including those sponsored by Estate Planning Councils, the United States Court of Appeals, and the U.S. Attorney’s Office. In addition to the twenty-five years of lessons taught to him by his elderly patients, Dr. Hammel does not view aging as synonymous with inevitable decline and deterioration. He appears to have been going against the popular trend of pursuing one’s inner child by searching instead for his inner old man. His family is frightened that he has already found him a little too soon!

Martin Stever

Martin Stever

President, Pacific West Land, LLC

Martin works with institutional and accredited investors wanting exposure to the real estate development business. Pacific West Land owns, manages, and develops commercial real estate across the U.S. They also buy vacant land for the development of retail pads and shopping centers. Past customers include Walgreens, McDonalds, Chevron, Chase, KFC, Wal-Mart, several banks, and other national fast food chains.
Claude Thau

Claude Thau

Director of Long Term Care Insurance Funding Solutions, Target Insurance Services

For nearly 20 years, Claude has helped financial advisors use a variety of products and tools to protect individual clients, businesses, and affinity groups from LTC exposure. A former inner-city school teacher and actuary, he is passionate about education and accuracy. Claude has authored the most-read LTCi industry surveys annually since 2005. He has also created software to help engage clients in meaningful LTC discussions and to provide instantaneous personalized cost/benefit value propositions regarding LTCi.
Andrew Olig

Andrew Olig

Vice President, Responsible Investment Strategy

Andrew is an investment specialist for Eaton Vance’s suite of strategies focused on responsible investing. His work encompasses actively and passively managed U.S. and international equity, fixed-income and asset allocation funds. He is responsible for client and internal communications and insights on investment strategy and portfolio positioning.
Steve Ryder

Steve Ryder

President and Founder of True North Networks, LLC.

Steven and his firm, True North Networks, help financial services firms and advisers develop a solid cybersecurity plan. They help their clients be more productive by designing, delivering, and servicing tailored network solutions that address individual needs while exceeding expectations. Proactive monitoring and virtual help desk services help reduce downtime and increase efficiencies for their customers.

Murat Akalin, MD

Murat Akalin, MD

Board Certified in Psychiatry and Family Medicine

Dr. Akalin’s combined training in medicine and psychiatry, lead him to be particularly skilled in identifying the bodily symptoms of psychiatric illness, as well as the emotional and mental symptoms of physical illness. He feels the mind and body are two parts of the same whole; this is the perspective with which he approaches problems patients bring to him.
Nancy Akalin, PhD

Nancy Akalin, PhD

Licensed Clinical Psychologist

Nancy has spent most of her career working in medical settings, including primary care. She works with individuals seeking to make behavior changes for a healthier, happier and more balanced lifestyle. Dr. Akalin has a special knack for helping individuals whose success in life is hindered by procrastination, disorganization, or problems managing finances. She particularly enjoys helping people improve their self-esteem, break through fears, develop more satisfying relationships, and move forward with their lives.
Matt Lemen

Matt Lemen

AccesseHR Insurance Services

Matthew Lemen is an employee benefit, Medicare and individual health & welfare broker based out of Walnut Creek, California who primarily serves the Northern California health insurance markets. Matt has over 14 years of experience as an independent benefit broker whose expertise spans all available medical insurance markets active in the state of California.

Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP

Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP

Pon & Associates

Larry is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA. He has been in practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics.
Sarah Fallaw, PhD

Sarah Fallaw, PhD

Founder and President of DataPoints LLC

DataPoints LLC, is a research-based technology company that gives advisors tools to identify and guide better financial behaviors in their clients. DataPoints created the industry’s first biodata-based, predictive assessment of individual propensity to build wealth. This pioneering product for understanding client psychology has been featured in media outlets including MarketWatch, Money Magazine, InvestmentNews, and U.S. News & World Report. Sarah is co-author of an upcoming book examining the behaviors and lifestyle of affluent Americans 20 years after the publication of The Millionaire Next Door.

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