Session Description

Of all the ways MDRT members achieve Top of the Table distinction, one of the most oft-mentioned tools is the study group. Talk to enough people at the Annual Meeting, and you’re bound to find someone whose success was in part to collaborating with mentors and other MDRT members in this context. This must-attend interactive panel comprises members in all stages of their careers who have found much success through study groups. Find out the key benefits of a study group, how to set one up, how to promote attendance, the do's and don'ts to ensure its success and more. After the session there will be 30 minutes for people interested in starting a study group to meet each other and for those in a study group to share ideas and ask further questions of our panelists.

Biography

Matthew T. Hoesly, CFP, ChFC

Matthew T. Hoesly, CFP, ChFC, is a seven-year MDRT member with two Court of the Table honors. He entered the financial services industry after graduating with honors from St. Norbert College. He relocated to Virginia to join Resource 1 Inc., where he focuses in areas of personal financial advice, retirement planning and asset management. He is active in the Heritage Group, a national study group of young financial professionals who are mentored in their career by successful relatives.

Resource 1 Inc
370 World Trade Ctr
Norfolk, VA 23510 USA

Email: matt@r1advisor.com
Phone: 757-616-0600
Website: www.R1advisor.com

Jedediah Harrison Levene, CFP, CLU

Jedediah Harrison Levene, CFP, CLU, is a six-year MDRT member and president of Rockwater Wealth Management Limited. His business is focused on financial planning for the mid-family market and he uses his “Planning First” process to help clients see the value in the products and services offered in our industry. He serves on the Young Professionals Track Committee and is also involved with many organizations, including the Chamber of Commerce, Rotary International and Community Development Corporation.

Rockwater Wealth Management Limited
118 Mississaga St W
Orillia, ON L3V 3W3 Canada

Email: jed.levene@rockwaterwealth.ca
Phone: 705-259-5334
Website: www.jedlevene.com
Twitter: @jedlevene

Simon D. Lister, DipPFS

Simon Lister, Dip PFS, is an eight-year MDRT member with three Court of the Table and five Top of the Table qualifications. He achieved his first Top of the Table qualification at age 27. He is the managing director at ML Financial Associates, which provides financial planning and investment advice and has thrived since the abolishment of commissions in the United Kingdom.

ML Financial Associates
Ste 4 The Old Dairy Elm Farm Bus Park
Norwich Common Norfolk
Wymondham NR18 OSW England UK

Email: Simon.Lister@mlfinancialassociates.co.uk
Phone: 1953 711123
Website: www.mlfinancialassociates.co.uk
Twitter: @simmylister

Anthony Tomasula

Anthony S. Tomasula, AIF, is a 13-year member of the Round Table with nine Court of the Table qualifications and one Top of the Table honor. He is vice president of PPS Pension Services, a third-party administration company. Tomasula’s practice focuses on the implementation and operation of retirement plans. He has been a platform speaker at National Qualified Plan Seminars on multiple occasions and has been quoted in numerous publications on retirement and 401(k) matters. He is also a member of American Society of Pension Professionals & Actuaries as well as the National Pension Consultants Group.

PPS Pension Services Inc
8660 Sheridan Dr
Williamsville, NY 14221 USA

Email: astomasula@finsvcs.com
Phone: 716-204-0170
Website: www.ppspensions.net

(Moderator) Jennifer P. Mann, MBA, CFP

Jennifer P. Mann, MBA, CFP, is an 11-year member of MDRT with one Court of the Table honor. She has held numerous volunteer positions within the Round Table and currently serves as a Zone Chair for the Member Communication Committee. She is also a Silver Knight of the MDRT Foundation. Mann is a vice president of Lenox Advisors and works with high-net-worth families and executives to develop integrated solutions in estate planning, retirement planning, insurance planning, wealth management, college funding and employee benefits.