Complimentary Web Seminar

Daniel Williams
Editor
Senior Market Advisor

Daniel Williams is an award-winning journalist and business editor with extensive experience in print, online and trade shows. Prior to joining Senior Market Advisor, Daniel was editor of Real Estate Southern California magazine and West Coast South Bureau Chief of GlobeSt.com, both are divisions of Real Estate Media. Previously, he covered the commercial real estate beat for the Orange County Business Journal. While there, he received a certificate of merit from SABEW (the Society of American Business Editors and Writers Inc.) for a story on "OCs Cash Economy." A native of the Deep South, Daniel relocated from Los Angeles to Denver with his wife and daughter.

James R. Veal
Founder & Managing Member
JRV Wealth Management Group, LLC

James R. Veal is founder and managing member of JRV Wealth Management Group, LLC in Philadelphia, Pa. He has been in the financial services industry since 1995. He is a Philadelphia native and an active community leader who takes pride in giving back and work tirelessly educating his clients, city and state employees, local employers, and the general public about the strategies and importance of building wealth - specifically in the African American and Latino communities.

He created his own financial planning and investment advisory firm to provide services to people who are often neglected, underserved, and severely affected from a shortage of competent financial professionals. His objective is to improve the financial intelligence and illiteracy that has plagued much of society by instituting financial educational seminars, workshops, classes, and webinars in which to help create wealth and negate financial struggles. He does most of these forums for FREE and has volunteered as a financial educator at local colleges and universities for the past 11 years.

Rebecca True
President, Founding Partner and Sr. Financial Advisor
True Capital Advisors, LLC

Rebecca founded True Capital Advisors, LLC in May 2009 following 7 years as a Sr. Financial Advisor with Merrill Lynch in New York City and Central Florida where she advised affluent families, business owners, and corporate executives on all aspects of their finances. Rebecca holds the Certified Financial Manager designation and is well positioned to advise clients on portfolio and asset management, personal or business credit, retirement and estate planning, and protection from unnecessary income, capital gains, or estate taxes.