Jamie Merisotis – President and CEO of Lumina Foundation and Author of America Needs Talent: Attracting, Educating & Deploying the 21st-Century Workforce
Jamie Merisotis is a globally recognized leader in philanthropy, higher education, and public policy. Since 2008, he has served as president and CEO of Lumina Foundation, one of the largest private foundations in the U.S. and a driving force for increasing Americans’ success in higher education. Under his leadership, Lumina has embraced an ambitious and specific goal: to ensure that, by 2025, 60 percent of Americans hold high-quality degrees, certificates and other credentials. Merisotis is author of “America Needs Talent: Attracting, Education & Deploying the 21st-Century Workforce.” Merisotis is a recognized expert on a wide range of domestic and international issues in education, including student financing, low-income and minority student access, and learning outcomes. His extensive global experience has ranged from Southern Africa to the former Soviet Union and other parts of the world. He is a member of the Council on Foreign Relations in New York. His current board service includes Bates College in Maine, Anatolia College in Greece, the Central Indiana Corporate Partnership, and The Children’s Museum of Indianapolis.
Roger Whitney – Retirement Answer Man, Financial Planner, Define Your Ideal Retirement with Balance Today & Tomorrow
Roger Whitney began his career as a Financial Advisor in 1991. This allowed him to witness first-hand the rise and fall of the “new economy” and the Dot-com bubble that ended in 2000. This experience taught him that financial management is about people, not money, and that they are served best by advisors that are fiduciaries to their clients and have the heart of a teacher. In 2003, he left the largest private bank in the world and, with two wonderful partners, established their own firm which he grew to 14 professionals managing over $200 million in assets. He is now excited about his weekly Podcast dedicated to helping you Plan Well and Invest Wisely for retirement. Roger shares lessons, stories, tips and insights on how to make smarter financial and investing decisions, all learned from working with people like you over the last 23 years.