Speaker: Jill Schlesinger, CFP®

Jill Schlesinger, CFP®, is the Emmy and Gracie Award-winning Business Analyst for CBS News. She regularly appears on CBS radio and television stations nationwide to discuss the economy, markets, investing and more. She is a weekly guest on NPR’s “Here and Now” and writes the nationally syndicated column “Jill on Money” for Tribune Media Services. She hosts the “Jill on Money” and  “MoneyWatch” podcasts as well as the nationally syndicated radio show, “Jill on Money”, which won the 2018, 2021, 2023 and 2024 Gracie Award for Best National Talk Show.

Jill is the author of two books: The Dumb Things Smart People Do With Their Money and The Great Money Reset. 

Learn more about Jill at www.JillOnMoney.com. 

Speaker: Michael Goodman, CPA/PFS, CFP®

Michael Goodman, CPA/PFS, CFP®, founded Wealthstream Advisors in 1996 based on the notion that meaningful client relationships are at the heart of a firm’s success. As the company’s leader, Michael spearheads the growth and strategic direction of Wealthstream Advisors while staying true to his passion for helping clients identify and reach their own definition of wealth.

A thought leader in financial planning and the development of wealth, Michael is regularly featured in prominent national media outlets. Having formerly served as an adjunct professor at Columbia University and New York University, Michael is known for his speaking engagements and regularly presents at industry events and conferences. Michael graduated from the State University of New York at Buffalo with degrees in communication and business administration.