ATPI Mentors

Rao Garuda, ChFC, CLU

Rao Garuda, ChFC, CLU

Rao is the President of Associated Concepts Agency Inc., founded in 1978. He came from India with $7 and a scholarship to the University of Colorado to pursue his Master’s degree in engineering. Rao is also a graduate of American College from Bryn Mawr, PA. Rao has more than 30 years of experience in the financial services industry. He is also a principal of First Financial Resources with over 120 partners located in all 50 states and co-founded The American Tax Planning Institute.

Rao is frequently invited to conduct seminars on financial planning techniques, asset protection, how to significantly reduce taxes, retirement income planning, charitable giving and estate planning. His expertise also includes being a Chartered Financial consultant and Chartered Life Underwriter. Rao’s main passion in life is making a difference using charitable planning ideas and he is a life and qualifying member of MDRT for the past 30 years. He has consecutively qualified for Top of the Table for 21 years and is also a member of the International Forum and Director of the Forum 400.

Rao has authored three books: ‘Meaning of Money’, ‘America’s Savings Challenge’ and ‘Ten Most Common Tax Mistakes.’ He takes 3 months each year to attend seminars and educate himself and another 3 months for charitable activities and travel.

Rao is married to a physician (retired), who also values and promotes philanthropy; they have donated over one million dollars to various charitable causes and Rao has dedicated his life to assisting successful individuals with making a transition from success to significance, as outlined in his book ‘Meaning of Money.’ Rao and his wife have two sons who are highly accomplished in their own fields. One son is a physician who is married to another physician and the other son is managing director for a major financial services firm. Rao has been a resident of Shaker Heights, Ohio, since 1965.

Lee Hoffman Jr

Lee Hoffman Jr

Lee is the President/CEO of Planned Giving Design Center, LLC and the co-founder of EzCharitable, LLC. Known for his innovation in planned giving and thinking outside the box, Lee’s business history since 1979 has been in a straight line to one objective. That objective has been to further the planned giving process for the creation of more planned gifts that benefit society.

Seeing the need for automated calculations to further planned giving he founded PhilanthroTec in 1983, the first planned giving software company in the country.

In 1998 he developed and released the Planned Giving Design Center (www.pgdc.com), the largest website dedicated to planned giving with tens of thousands of members.

Seeing the vast need for the further education of advisors in the area of philanthropy, Lee and Randy Fox created EzCharitable, LLC, an online training and consultancy company.

Looking at his lifeline, very early on Lee saw the opportunity to use his combined capabilities in technology the law to leverage and multiply his efforts in philanthropy. His contributions to the planned giving field have created billions or dollars in charitable gifts.

Scott Keffer

Scott Keffer

Scott Keffer is an International Coach, Best Selling Author and Speaker, who you may have seen on or in NBC, CBS, FOX, PBS, CNBC, Worth, Huffington Post, Wall Street Select, Research, Money Show, Small Business Trendsetters, among others.

Scott believes that every single person has been put on earth to live a life of BIG Impact.
His latest books include the #1 Amazon Best Seller Double Your Affluent Clients® 47 FAST TIPS! You Can Have Greater Success With Affluent, High Net Worth Clients!; Money Making Seminars; and Giving Transforms YOU! As an authority on business, marketing and authority positioning, Keffer has been interviewed on radio and TV.

He has spoken at most of the industry’s top conferences, including The Forum 400 (formerly the International FORUM), AALU, NFP, CRUMP, BMO Nesbitt Burns, FIG, Ed Slott’s, Insmark, National Network of Estate Planning Attorneys, United Way of America, among others. He is also a Visiting Scholar at High Point University.

Scott has been hailed as an “industry transformer,” as the creator of many innovative processes, including Double Your Affluent Clients® Boot Camp, The Seminar Money Machine™, The Donor Motivation Program®, The Affluent Engagement System®, The 7X Advisor Model®, and The Arc Of Distinction®.

As a top rated speaker, he has conducted over 427 presentations to tens of thousands. Through his speaking and coaching, Scott has trained financial advisors, estate planners and money managers from across the U.S., Canada and Australia.

Edward A. Lyon

Edward A. Lyon

Edward A. Lyon JD is the founder of TaxCoach Software, LLC, where he has helped almost 3,000 accountants and financial advisors use proactive tax planning to grow their businesses. He is the author of several books and has appeared in over 500 radio and television broadcasts, including CNN, MSNBC, Fox News, and CNBC. He is a sought-after speaker, with over 300 live presentations to his credit. Ed’s “superpower” is taking complicated tax concepts and making them understandable and even entertaining — in fact, CNN has called him “the funniest tax guy in America.”

Jerry Mainardi

Jerry Mainardi

Selling Technologies

Specialties: Generating revenue for advisors, one story at a time. This is done by supplying them with a business strategy, tied to our software and cloud-based platform. We move the advisor from transactional to relational through training and that completes their Blue Ocean Strategy, creating differentiation.

Our programs also facilitate the education and awareness of business owners and their continuity planning. Owners are sensitized to structural weakness that may be present in their business planning through professionally produced situational video. This allows both advisor and owner to quickly assess risk to their business continuity.

Dr. Vicki Rackner

Dr. Vicki Rackner

Dr. Vicki Rackner is a former surgeon and now full-time author and speaker who helps people build strong, healthy families–no matter what.

After treating tens of thousands of patients and holding a clinical faculty appointment at the University of Washington School of Medicine, she left the operating room to help family caregivers and patients and health care professionals partner more effectively. Dr. Vicki’s regular quoted in the national media, including CNN, The Wall Street Journal, USA Today, The Washington Post, Reader’s Digest, Bottom Line Health, Woman’s Day, Real Simple and many others. She has been interviewed on over 100 radio shows, including NPR, Martha Stewart Living and Health Talk.

The most recent book is Caregiving without Regrets. Dr. Vicki’s signature tell-it-like-it-is style, coupled with practical tips about exactly what to do and say, have changed the lives of thousands of caregivers. You’re in for a treat.

Bob Ritter

Bob Ritter

Insmark

Bob Ritter has been in life insurance sales and sales management for over four decades. He started with Mass Mutual in northern New Jersey and at age 26, he was appointed General Agent by Mass Mutual in Oakland, California — the youngest General Agent ever appointed by that company. Three years later he took over a New York City agency for Mass Mutual where he was twice awarded the National Manpower Award, the company’s most prestigious award for the development of sales leaders.

In the early 1980s, Bob formed InsMark, a company dedicated to producing transferable marketing techniques for a wider group of producers. The success of InsMark has been phenomenal as 150+ companies have sponsored InsMark products utilized by over 30,000 producers. He guides his business career based on the following premise: The will to win is not nearly as important as the will to prepare to win!

Bob is a life member of MDRT and was a qualifier for Top of the Table and International Forum until the growth of InsMark required all of his time. A dynamic and entertaining speaker, he has spoken at hundreds of industry seminars and conventions and was featured at the 1995, 1996, 2004, and 2008 MDRT annual meetings as well as the 2002 and 2004 annual meetings of the Top of the Table and 2003 and 2006 International Forum.

A past member of the MDRT Foundation’s Board of Directors, Bob was a member of the Split Dollar Sub-Task Force of the Association of Advanced Life Underwriters (AALU) during the lead-up to the Final Split Dollar Regulations issued in 2003. He is also the Founder and Past President of the Diablo Advocates, an organization dedicated to youth opportunities.

Bob graduated from The Lawrenceville School and from Williams College with a degree in Psychology. While at Williams, he also played lead cornet in the first college jazz band ever to play in Carnegie Hall. Called the Spring Street Stompers, this Dixieland jazz group won the Arthur Godfrey Talent Scout show on CBS (#1 in the ratings at the time), appeared on the Tonight show on NBC, and played frequently at the top jazz clubs in Boston and New York.

Bob and his wife, Laurel, live in Alamo, California. They have eight children and 22 grandchildren.

Simon Singer, CFP®, CAP®, RFC®

Simon Singer, CFP®, CAP®, RFC®

Simon Singer, CFP®, CAP®, RFC® is the founder of The Advisor Consulting Group, a firm designed to provide financial and estate planning assistance to clients of high-end CPA and law firms. These firms specialize in executive/owner compensation and zero estate tax planning for wealthy individuals and closely-held businesses.

Simon has been in the Financial Services Industry for decades and has qualified for Top of the Table (TOT) 31 times and is a life member.

Simon is the co-author of three books: “Twenty-First Century Wealth”; “Family Wealth Counseling – Getting to the Heart of the Matter”; and “Love, Money, Control” as well as a new book due out now. He is also a nationally acclaimed lecturer, giving dozens of presentations each year.

Simon is a member of The Advisors in Philanthropy, Top of the Table and AALU. He is also a former Board Member and past President/ CEO of the Forum 400, the preeminent association of financial service professionals.

Simon is also past president of The Children’s Heart Line and is on the Board of the Jim Jacobs Leukemia Foundation.