Avo Mavilian, EA, CWPP^TM is the President of Tailwind Financial Strategies, LLC.  His practice includes succession planning for business owners, retirement distribution planning, and wealth preservation planning.  He is the author of The 7 Major Risks to Financial Security as well as a contributing expert to various articles in national publications.  Mr. Mavilian is a member of a speaker bureau for a 501(c)(3) Non-Profit Public Benefit Corporation where he teaches financial literacy at colleges, universities, businesses and community organizations, in addition to presented CPE courses to CPAs.

Susan Norton is a Managing Director with Bates & Company and has over 20 years of experience in the retirement plan industry.

Susan provides quality customer service and client communication. Her responsibilities include preparing proposals for prospective clients, implementation of new clients and preparation of plan documents and amendments. She also provides full service annual administration, including calculation of contributions, trust and financial reconciliation, compliance testing, and preparation of Form 5500 series for both 412(e)(3) Defined Benefit plans and Defined Contribution plans.

For over 40 years, Steve has been helping successful business owners plan, implement and administer pensions and executive benefit plans. A sough after expert in the field, Steve has given presentations on pension and executive benefit plans in front of numerous trade associations including trial attorneys, CPAs, Million Dollar Round Table, and numerous other organizations.