Virtual Academy Superstar Faculty

Keynote Speakers

Bruce Givner, Esq.

A pre-eminent Tax Attorney who will teach you tax strategies you can implement after the Academy ends

Simon Singer, CFP®, CAP®, RFC®

Nationally recognized as one of our industry’s largest and most successful producers and an in-demand speaker specializing in language, discovery, and process.

Joe Strazzeri, Esq.

Highly-acclaimed Tax Attorney and creator of the Southern California Institute Laureate Training Program, a training think-tank for CPAs and attorneys

Additional Speakers

Curtis V. Cloke, CLTC, LUTF, RICP®

Pre-eminent expert in maximizing retirement cash flow

Vincent M. D’Addona, MSFS, CLU®, ChFC®, CExP®, RICP®, AEP® (Distinguished)

All time production leader at Guardian Life

Walt Dallas, Esq., LLM (Tax)

Specialist in Tax Reduction Plans

Brad Etheridge

Chief Marketing Officer at The Center for Tax Strategies and Resources who has presented over 400 seminars to doctors.

Dr. Jeffrey Galpin, MD

Premier Infectious Disease and Internal Medicine Specialist currently working on research, testing, and protocols for COVID-19

Rick Jaye, AIF®, CRC®

Member of the National Center of Employee Ownership (NCEO) and the ESOP Association who can show you opportunities to enhance your business as well as what traps to avoid

Jason Kurchner

Founder of Sage Consulting with a national presence

Jerry Mainardi

Managing Partner/Client Success Officer, Selling Technologies, and Video Marketing Pioneer

Todd Mardis

Specialist in Tax Reduction Plans

T. Mark Pace

National expert in Life Insurance Policy Management

Steven Piascik, CPA, MT

Specialist in Tax Reduction Plans

Don Prehn

InsMark Software Expert

Dr. Vicki Rackner, MD, FACS

Advisory Board Chair, Doctors Academy of Economics

John W. Wheeler Jr., CFP, CLU, ChFC, CRPC, LUTCF

Member of the American College Faculty on Retirement Planning

Michael J. Zelch

Income Tax & Retirement Planning Expert and Actuarial Consultant for a firm which creates larger than normal deductions

Daniel Zeplain

Unique Senior Settlement expert specializing in increased efficiency for clients

Want to hear what these amazing speakers have to say? Register for the Virtual Academy!


Our Virtual Academy is coming this Fall, and we can’t wait to (virtually) see you there.


August 17, 2020 – August 19, 2020

8:00 AM – 3:00 PM PDT

(Ending times are approximate.)


Your Registration Investment is just $495 for all three days!


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Phone:  (877) 258-2837