SHOW ME MY MONEY! How to Ensure Your Finances, Insurance and Retirement Assets are in Perfect Order MODERATOR Melissa Moskal Partner, Marina Pointe LLP    is a partner in Marina Pointe LLP, a firm that she co-founded in 2012 is an attorney and a CPA who specializes in providing tax compliance and planning services to high net worth individuals and their related entities, as well as advisory services in the business management and life transition area has over 20 years of experience in the industry, previously working for PricewaterhouseCoopers LLP and Deloitte Greg Heller Founder & CEO, Heller Capitol Resources     founded Heller Capital Resources in 1988 and grew the Company into a multi-faceted, SEC Registered Investment Advisory firm whose client investment portfolios total over half a billion dollars has an impressive client roster including many high net worth individuals, private corporations and non-profit organizations is individually associated as a securities Registered Representative with Investment Security Corp. has a securities principal license with the FINRA Corporation and is a designated Certified Financial Planner (CFP) Pamela Ivy Whyte, CTLC. Founder, The Ivy Group       formed The Ivy Group 15 years ago, specializing in Long Term Care Planning also helps with Medicare Supplement Insurance, and planning for individuals turning 65 focuses on the education of individuals, families, and Corporations, and helps them understand the consequences of not having a plan in place is affiliated with Genworth, John Hancock, Trans America and many other companies that are leaders in the Long Term Care field is also authorized to offer all of the New Hybrid Long Term Care Protection Products is licensed and Certified by the Department of Insurance, The California Partnership for Long Term Care, and has a professional degree in Long Term Care, (CLTC), which is Independent of the Insurance Industry DeAnne Steele Managing Director, West Investment Executive U.S. Trust, Bank of America Private Wealth Management     is responsible for leading the Western Division’s investment and wealth strategy professionals in their delivery and execution of U.S. Trust® investment capabilities and solutions serves on the Investment Strategy Committee responsible for promoting the firm’s investment policies and the Fiduciary Investment Committee responsible for governance and oversight of U.S. Trust’s investment process previously to joining U.S. Trust, co-managed a mutual fund and appeared on Bloomberg and Reuters Television received the Chartered Financial Analyst® (CFA®) and Chartered Alternative Investment Analyst designations