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premier wealth & finance speakers
e3 collaborate speakers
September 28-30, 2025
Hyatt Regency Newport Beach
1107 Jamboree Rd | Newport Beach, CA | 92660
Tom Hegna is an economist, author, and retirement expert. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert!.
As a former First Vice President at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars on his signature “Paychecks and Playchecks” retirement approach, helping Baby Boomers and seniors retire the “optimal” way. He has condensed a large chunk of his considerable knowledge into 5 books
David McKnight graduated from Brigham Young University with Honors in 1997. He has been featured in Forbes, USA Today, The New York Times, Fox Business, Bloomberg Radio, MarketWatch, CBS Radio, CNBC, Yahoo Finance, Nasdaq.com, Reuters, Investor’s Business Daily, Kiplinger’s and numerous other national publications. David’s bestselling book The Power of Zero has sold over 400,000 copies and the updated and revised version was published by Penguin Random House in 2018. This book was recently made into a full-length documentary film entitled The Power of Zero: The Tax Train Is Coming. When his follow-up book Tax-Free Income for Life launched in November of 2020, it finished the week as the #3 most-sold business book in the world. When his most recent book The Guru Gap launched in December of 2024, it finished the week at #8 on the USA Today Bestseller list and was the top-selling business book in the world. He and his wife Felice have seven children.
Wade Pfau is a researcher focused on creating data-driven, and research-based information about retirement income planning and author of over sixty peer-reviewed research articles and four books, including the Retirement Planning Guidebook. He has been a curriculum and program director for two of the leading retirement professional designations available to financial advisors: the RICP® and the RMA. And today, he is the director of retirement research for McLean Assessment Management, founder of Retirement Researcher, and co-founder of the Retirement Income Style Awareness® (RISA®) tool.
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