Medicarians | The Future of Senior Health & Wealth Distribution

Who Attends

Licensed Agents

Agents, Brokers, and Agency Principals interested in learning more about senior financial security products and how to incorporate them into a portfolio.

Wealth Advisors

Create an even deeper relationship and help your clients longer. Meet great partners who can help you and those who can refer you more business too.

Technology Providers

Leaders introducing innovative solutions into the marketplace and looking to accelerate growth and establish company-defining partnerships.

2025 Speakers

Tara Ballman

Longbridge Financial & Executive Director

The National Aging In Place Council (NAIPC)

Diana Greenberg

President

Total Financial & Insurance Services, Inc., A Simplicity Group Partner

Peter Hershon

SVP Account Services

Coventry

Dennis Martin

President, Individual Life & Financial Services

OneAmerica Financial

Mike Mathweg

Consultant

Relentless Consulting

Chris Orestis

President

Retirement Genius

Chris Orestis

President

Retirement Genius

Chris Orestis, CSA President of Retirement Genius, is a nationally recognized financial, health/LTC, and retirement issues expert. He has over 25 years’ experience in the insurance and long-term care industries and is credited with pioneering the Long-Term Care Life Settlement over a decade ago. Known as a political insider and senior issues advocate, Orestis is a former Washington, D.C. lobbyist who has worked in both the White House and for the Senate Majority Leader on Capitol Hill. In 2007 he founded Life Care Funding, in 2017 he founded the LifeCare Xchange, and in 2020 he founded Retirement Genius. Chris Orestis is author of the books Help on the Way and A Survival Guide to Aging-- with a third book Retire Like a Genius to be published. He has been speaking for two-decades across the country about senior finance and the secrets to aging with financial and physical health and dignity. He has appeared in numerous publications and news outlets over the last two decades including The New York Times, The Wall Street Journal, CNBC, NBC News, Fox News, USA Today, and AARP, and has been a guest expert on over 100 radio programs and TV appearances.

Justin Reinig

CEO & Founder

Oberlin Marketing

Todd Villeneuve

Managing Partner

IFC National Marketing

John W. Wheeler, Jr.

Executive Senior Partner

Totus Wealth Management

John W. Wheeler, Jr.

Executive Senior Partner

Totus Wealth Management

As Agency Executive Senior Partner of Totus Wealth Management, LLC., John is a registered principal and financial advisor with Cetera Advisors LLC. With an extensive background in the financial services industry dating back to 1969, John supports the firm through seminars, advanced joint sales work, recruiting and the development of our financial planning endeavor. He is a Certified Financial PlannerTM Practitioner, and has earned the Chartered Life Underwriter, Chartered Financial Consultant, Chartered Retirement Planning Counselor, Life Underwriter Training Council Fellow, Certified Plan Fiduciary Advisor, LACP® and, CLTC® designations. A well-known speaker in the financial services industry and various Bar Associations, he has been quoted in such publications as Money Magazine, Life Insurance Selling, The National Underwriter, Insurance News Net, and The Journal of Financial Planning. He served on the faculty of the College for Financial Planning and has taught various Certification programs including the CRPC® and the CFP®. He is one of only a few people in the United States currently teaching the entire CFP® certification program, which he has been teaching since 1985. He was chosen as one of five individuals by the College to serve on the Adjunct Faculty Advisory Board. He has also taught for DePaul University for the Office of Continuing and Professional Education and has been a frequent lecturer for The Insurance Sales Institute at Purdue University. He served two terms as President of the DuPage Area Association of Insurance and Financial Advisors, has served on the board since 1990, and currently serves as National Committeeman for NAIFA Chicagoland.

Amanda Yoho

CEO

Proformex

Financial Security Forum Agenda

Wednesday, April 2nd

10:05 am - 10:35 am

Financial Security 2030: Navigating Demographic, Economic, and Political Trends Impacting the Future

Speakers:
-Chris Orestis
-Diana Greenberg
-Dennis Martin
-John W. Wheeler, Jr.

10:45 am - 11:20 am

Navigating the Changing Landscape for Health/Life/Annuity Distribution, InsureTech/AI, and Alternative Financial Security Strategies

Speakers:
-Chris Orestis
-Peter Hershon
-Amanda Yoho
-Todd Villeneuve

11:25 am - 12:00 pm

Understanding a Rapidly Evolving Environment for Financial/Health Security, Aging/Long-Term Care, and Opportunities Created by the Coming Wealth Transfer Tsunami

Speakers:
-Chris Orestis
-Mike Mathweg
-Justin Reinig
-Tara Ballman

Venue

Medicarians 2025 Will Take Place at the Caesars Forum in Las Vegas

Medicarians Vegas will take place March 31st - April 2nd, 2025 at Caesars Forum.

We have secured a limited number of discounted rooms at the host hotels for attendees beginning Sunday, March 30th and departing Thursday, April 3rd. The deadline to book your room is March 14th, 2025 or as long as rooms last, whichever comes first.

Financial Security Forum
at Medicarians Vegas 2025

Wednesday, April 2nd - Caesars Forum, Las Vegas

Who Attends

2025 Speakers

Financial Security Forum Agenda

Venue

Who Attends

2025 Speakers

Financial Security Forum Agenda

Venue

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