Eckhart Tolle
http://eckharttolle.com/
Spiritual Teacher and author was born in Germany and educated at the Universities of London and Cambridge. At the age of twenty-nine a profound inner transformation radically changed the course of his life. The next few years were devoted to understanding, integrating and deepening that transformation, which marked the beginning of an intense inward journey. Later, he began to work in London with individuals and small groups as a counselor and spiritual teacher. Since 1995 he has lived in Vancouver, Canada.
Eckhart Tolle is the author of the #1 New York Times bestseller The Power of Now (translated into 33 languages) and the highly acclaimed follow-up A New Earth, which are widely regarded as two of the most influential spiritual books of our time.
Ted Klontz Ph.D., President, Onsite Workshops
www.klontzcoaching.com
www.klontzkahler.com
www.onsiteworkshops.com
Since 1992, Dr. Ted Klontz has been president and executive director of Onsite Workshops, a therapeutic workshop, training and consulting organization, located near Nashville, Tennessee. He is a co-founder Klontz Coaching, an organization providing change and relationship coaching to individuals, couples, families, and organizations. He was also a co-founder of Klontz-Kahler, a financial behavior research, coaching and consulting group.
Ted is an author of “The Financial Wisdom of Ebenezer Scrooge”, “The
Living Theater” and contributing author to “Dancing With Destiny”, “Chicken Soup for the Soul”, various newspaper articles as well as numerous research and articles for professional journals. He has also produced CD’s on Intimacy and Relationships. Ted was a founder of the American Society of Experiential Therapists and is a leading trainer of the ASET model of Experiential Therapy. He has served in a number of senior leadership roles with a wide variety of local, state and national professional organizations.
Rick Kahler
kahlerfinancial.com
Rick Kahler, MS, CFP®, ChFC, CCIM, and president of Kahler Financial Group (www.kahlerfinancial.com), is a life-long resident of Rapid City, South Dakota. He founded Kahler Financial Group in 1981 as the first fee-only financial planner in South Dakota. In 2007, he was recognized by Wealth Manager magazine as the largest financial planning firm in a seven-state region. His firm, specializing in the integration of financial coaching, counseling, and traditional financial planning, attracts a nationwide clientele.
He has served on and chaired the South Dakota Investment Council (managing $6 billion) and has served nationally in several leadership capacities with the Financial Planning Association. Kahler is also a nationally renowned speaker and educator. His workshops and seminars draw some of the world’s wealthiest and most influential people.
He is co-author of two revolutionary books on money: Conscious Finance: Uncover Your Hidden Money Beliefs and Transform the Role of Money in Your Life (FoxCraft, Inc., second edition 2007, www.consciousfinance.com) and The Financial Wisdom of Ebenezer Scrooge: 5 Principles to Transform Your Relationship with Money (HCI, 2006).
His work, as the co-founder of Onsite’s Healing Money Issues workshop, was featured in Wynonna Judd’s book Coming Home To Myself, (New American Library, 2005). The Wall Street Journal hailed this work as “an innovative effort that combines experiential therapy with nuts-and-bolts financial planning.”
He was a consulting producer of the BBC television program, “Millionaires Challenge.” He has been published or cited in The Wall Street Journal, USA Today, The Washington Times, Self, SmartMoney.com, Men’s Health, Parenting, Woman’s World, Money, Journal of Financial Planning, Financial Planning, Investment Advisor, Financial Advisor, Wealth Manager Magazine, and Counselor Magazine.
Vicki Robin
www.yourmoneyoryourlife.org
Vicki Robin is coauthor with Joe Dominguez of the national best-seller, Your Money or Your Life: Transforming Your Relationship With Money and Achieving Financial Independence (Viking Penguin, 1992), available now in eleven languages. Vicki is Past-President of the Seattle-based New Road Map Foundation (www.newroadmap.org), an educational and charitable foundation teaching people tools for sustainable living.
Vicki has lectured widely and appeared on hundreds of radio and television shows, including “The Oprah Winfrey Show,” “Good Morning America” and National Public Radio’s “Weekend Edition” and “Morning Edition”; she has also been featured in People Magazine, The Wall Street Journal, Mirabella, Woman’s Day, Newsweek, Utne Reader and the New York Times. Newspapers around the world have reported on her work on lowering consumption in North America. Fluent in Spanish, she traveled to Europe in the Spring of 1997 to introduce the Spanish translation of Your Money or Your Life. In May, 2002, she did an 8-day publicity tour in Taiwan for the Chinese release. Both trips resulted in Your Money or Your Life becoming a bestseller in those countries. At www.yourmoneyoryourlife.org people will find several Study Guides for Groups suitable for schools, churches and businesses, as well as a facilitated on-line study group, access to chat rooms and numerous other resources both to apply it personally and to teach it to others. A Workplace Outreach program has brought the 9-step program to Boeing, Weyerhaeuser, Washington Dental Society, REI and other organizations that recognize the value of a financially resilient and frugal workforce that is well versed in sustainability principles.
Called the prophet of “consumption-downsizers” by the New York Times, she is a frequent speaker on this issue at conferences; to corporate, academic, religious and environmental institutions; and at professional meetings of organizations seeking to understand and contribute to the national trend toward sustainable lifestyles.
Barbara Culver, Resonate, Inc.
www.resonatecompanies.com
Barbara Culver brings vast personal and professional life experiences to share. She has co-authored three books, appeared on national television and radio, edits for Commerce Clearing House the only values-based estate planning professional journal in the United States, consults extensively with professional advisors and the financial services industry in the area of client-centered legacy planning, speaks nationally on this topic, runs a private financial and estate planning practice and consults with various non-profits around the nation regarding building their endowments using client-centered legacy strategies. In life, Barb values most relationships with her family and friends. She enjoys the time she spends outdoors boating, hiking and skiing in addition to traveling throughout the US and worldwide.
According to the peers she trains, Barb continues to be among the nation’s premier thinkers, consultants and planners in the area of client-centered legacy planning. She has written and spoken in detail about this topic with individuals and institutions. Contact her so she may share her latest insights and discoveries about this quickly evolving and exciting subject in the energetic and passionate style for which she is well-known.
Patti B. Black, CFP, Charles D. Haines, LLC
http://www.charlesdhaines.com/
Charles D. Haines, LLC has provided “fee-only” financial life planning services to its national client base for more than 20 years. This 22-member firm manages over half a billion dollars in both traditional and alternative investments, designs financial plans for families, and enhances the effectiveness of their philanthropic endeavors.
Patti B. Black graduated magna cum laude from the University of Alabama with a B.S. degree in Consumer Sciences with a concentration in financial planning. While a student at Alabama, she was named the Outstanding Student in Family Financial Planning. She was the founder of the Capstone Consumer Council whose purpose is to promote financial education among college students.
Patti joined Charles D. Haines, LLC in 1992 and is a shareholder in the firm. Patti earned the CFP® designation in 1996. She provides comprehensive financial planning to the firm’s clients.
Dr. James O. Prochaska
James O. Prochaska is Director of Cancer Prevention Research Center and Professor of Clinical and Health Psychology at the University of Rhode Island. He is the author of over 300 publications, including three books, Changing for Good, Systems of Psychotherapy and The Transtheoretical Approach. He is internationally recognized for his work as a developer of the stage model of behavior change. He is the principal investigator on over $60 million dollars in research grants for the prevention of cancer and other chronic diseases. Dr. Prochaska has won numerous awards including the Top Five Most Cited Authors in Psychology from the American Psychology Society, an Innovator’s Award from the Robert Wood Johnson Foundation and is the first psychologist to win a Medal of Honor for Clinical Research from the American Cancer Society.
Richard E. Vodra, CFP, Legacy Advisors, LLC
http://www.spireip.com/adv_vodra.htm
Mr. Vodra has become actively involved in writing and speaking on how financial planning strategies are affected by the prospects of global climate change and peak oil. He has published two articles in Financial Planning magazine on this topic — “The Coming Energy Crisis” (October 2005) and “Inconvenient Truths” (May 2007). He also addressed the annual retreat of the Financial Planning Association in May 2007 on “Peak Oil, Climate Change, and the Planner’s Response.”
George Kinder
www.kinderinstitute.com
Nationally recognized as the father of the Life Planning movement, the Harvard-educated Kinder is the Founder of the Kinder Institute of Life Planning. He has been a practicing financial planner and tax advisor for nearly 30 years.
His book, The Seven Stages of Money Maturity: Understanding the Spirit and Value of Money in Your Life, is considered by many to be the seminal work in the burgeoning field of Life Planning. Available in most English speaking countries, it is now available in German and Japanese editions.
Tracy Toon Spencer
www.fertilelifenyc.com
Tracy Toon Spencer has been a certified life coach for over 7 years, helping people in career and life transition achieve more fulfillment. After her own struggles with infertility, she went through training at the Mind/Body Medical Institute in 2005 and began integrating mind/body tools for stress reduction into her coaching. In addition to being a life coach, Tracy is also an Anusara-inspired yoga teacher, specializing in fertility yoga. Her website is: www.fertilelifenyc.com
Petrus Paulus Jacobus Smits
www.petruswisdomzone.com
Petrus Paulus Jacobus Smits, Peter for short, is a health and awareness facilitator, a life style coach, a motivational speaker, a consultant and an all-round therapist.
After finishing his studies in sports and exercise physiology, bodywork and massage therapies he extensively traveled the world, experiencing the fields of recreation entertainment, holistic health care, physical therapy and sports medicine, corporate wellness, personal training & life style coaching, resort & spa development and creating and owning his own spas and wellness centers.
DiFuria and Goldbart: Money, Meaning, & Choices Institute
www.mmcinstitute.com
The work of the Institute focuses on the psychological and emotional challenges and opportunities of having and inheriting wealth. Understanding that having money is not an endpoint: DiFuria and Goldbart work with clients to look at a broader range of choices that pose issues of meaning, personal empowerment and social responsibility. They assist individuals, couples and families and family businesses deal with the emotional issues that accompany the achievement of financial success, re-evaluating personal priorities and discovering spheres of interest that add meaning and passion.
Joan DiFuria and Dr. Stephen Goldbart conduct workshops and presentation for private client groups at organizations such as Merrill Lynch, Citigroup, Young President’s Organization, JP Morgan, Piper Jaffrey, Wells Fargo, Northern Trust as well as Community and Company Foundations for both donors and donor developers
Peg Downey, CFP, NAPFA
Money Plans
http://www.moneyplans.com/
Peg Downey, partner in the fee-only financial planning firm Money Plans, in Silver Spring, MD, certified financial planner (CFP) and registered investment advisor, has over 24 years experience providing financial advice to individuals and small businesses. Prior to becoming a founding partner of Money Plans, she was responsible for developing a two-year financial education program for the 200,000 members of the American Association of University Women.
Ms. Downey is past national chairperson of NAPFA (the National Association of Personal Financial Advisors) and served on the NAPFA Board for four years. She has also been involved with projects sponsored by the College for Financial Planning, the International Board of Standards and Practices for Certified Financial Planners, Affording Care, and AARP, including their Women’s Financial Independence Programs. She is currently a Dean on the faculty of NAPFA University and Finance Editor for Crone magazine.
Janet Tyler Johnson, CFP - JATAJ
www.jataj.com
Author of “Finding Financial Fulfillment” and President of JATAJ Wealth Management, LLC * JATAJ Life Planning, LLC * JATAJ Wealth Advisors Network, LLC
Rudrani Farbman Brown
http://worldyogacenternyc.com
Rudrani direct the World Yoga Center, leads the teacher trainings,, meditation courses and Satsangs . She is trained in several styles of Hatha yoga. and is an Affiliated Anusara yoga teacher who began her study with John Friend in 1994. A charismatic teacher, her classes are woven with Yoga teachings and are known for their clarity of instruction, and transformative use of the body. An innovative counselor, Rudrani also maintains a private counseling practice established in 1986. She heads the WYC Mentoring Program.
Jackie Prete
http://worldyogacenternyc.com
Jackie Prete is a Certified Anusara Yoga Instructor, a Licensed Massage Therapist and Yoga Therapist. She is also Certified by Om Yoga Center and The White Lotus Foundation in Santa Barbara,California. Her training includes 7 years of study at the Iyengar Institute of NYC. Jackie has studied yoga therapeutics extensively with John Friend and practices the techniques learned in his therapeutic trainings. She is the owner of Ram Sangha Retreats leading retreats in the Catskills and Costa Rica for the past 7 years.
