Becoming a Sage with Dr. Jann Freed Jann Freed

Barbara Waxman, founder of The Odyssey Group, is passionate about building leaders’ personal and professional skills so they can thrive while increasing their ability to manage complexity and maximize their effectiveness. With over two decades of experience coaching CEOs, C-suite leaders, and entrepreneurs, Barbara utilizes a holistic approach to help clients lead and communicate authentically, sustain high performance, and expand their influence and impact.



Barbara is a highly sought-after coach, workshop leader, and keynote speaker who works with leaders from across the country and abroad. She is a part expert coach, caring truth-teller, strategic thought partner, and accountability advocate, and she buoys her approach with compassion, honesty, research-based expertise, and a light heart. Her experience as a Gerontologist and coach has culminated in the proprietary transformative coaching model and her science-based Five Essential Elements © process.



Barbara has worked in the automotive, financial services, health care, nonprofit, and technology sectors, among others. Barbara serves as an Advisory Council Member for the Stanford Center on Longevity, an Advisory Board Member for Stanford Lifestyle Medicine, a faculty member at Chip Conley’s Modern Elder Academy, and an angel investor in the Active Aging and Longevity Fund with Portfolia. She has appeared on CBS This Morning and has been featured in Marin Magazine, Arianna Huffington’s Thrive Global, Next Avenue, and is a frequent podcast guest.



Barbara recently authored How to Avoid Burnout, Provide Exceptional Care, and Enhance Work-Life Integration, a chapter in the upcoming book The Successful Health Care Professional’s Guide: Everything You Need to Know But Weren’t Taught in Training (Springer Publishing). Barbara is also the author of two books examining aging, including The Middlescence Manifesto: Igniting the Passion of Midlife.



Barbara holds master’s degrees in Public Administration and Gerontology from the University of Southern California and is a graduate of Colgate University. She earned her coaching certifications from the International Coach Federation and The Hudson Institute. Originally from New York, she lives in the San Francisco Bay Area with her husband, Scott, and is thankful to have her adult children not too far away.



Website

LinkedIn

Instagram

Facebook

Margaret Wheatley, also known as Meg, embarked on her journey of caring for humanity in 1966 as a Peace Corps volunteer in post-war Korea. Her current endeavors are concentrated on cultivating and empowering leaders globally, advocating for them to become Warriors for the Human Spirit. These leaders prioritize service over self, exhibit unwavering resilience amidst challenges and setbacks, and effect positive change for the communities and causes close to their hearts.



Meg, the author of ten books, including the seminal work "Leadership and the New Science," has received accolades for her pioneering contributions from numerous professional associations, universities, and organizations.

Laura Rotter, CFA, CFP, is the owner of True Abundance Advisors, a heart-centered, values-based financial planning firm based in New York. After a successful career managing money for institutional investors including Citicorp and Para Advisors, Laura discovered mindfulness practices and was drawn to guide professionals facing a big life change to achieve both financial security and life satisfaction.



Since making her shift, she has been featured in CNBC, the Wall Street Journal, The New York Times, and Westchester Senior Voice. She is on the advisory council of Impact100 Westchester, a women’s group giving organization, and volunteers with My Money Workshop, teaching financial literacy to underserved communities.

Dr. Pamela Maxson, an executive and leadership coach, mentor coach, trainer/facilitator, and author of "Finding Your Inner Bitch: How to live an authentic and wholehearted life," assists readers in tapping into and expressing their core selves.

Alongside her book, she has developed two related courses: "Develop Your Life" and "Mastering Midlife." With over 25 years of teaching experience at Duke University, Pam is the founder and principal of Periscope Coaching.

Susan Latremoille enjoyed a stellar 38-year career as a wealth advisor. During those years, she watched many of her clients move into retirement with high hopes and plenty of money, only to become disillusioned and depressed. She was frustrated because there was no place for her to turn to help them. After selling her wealth practice at the end of 2019, Susan was determined to do something about the problem. That led her to co-found Next Chapter Lifestyle Advisors, which supports financial advisors in providing information and education about lifestyle planning to their retiring clients. Susan Latremoille CPRC, FEA, ICD.D, MBA is a win-win solution. Advisors’ clients design and implement plans for a fulfilling, balanced, and purposeful life after their careers. This facilitates the advisor to integrate their client’s lifestyle plan with their financial plan. The advisor benefits by deepening the client relationship which improves retention, and by differentiating their practice with a much-needed value-added service.



Today Susan is a sought-after speaker who focuses on inspiring advisors to up their game while benefiting their clients.

By living simply, Douglas Tsoi retired at the age of 42 to do what he wanted with his life, which is to help people participate in grace. He runs a platform called The Appreciation Effect, holds events called the Gratitude Dojo, and runs experiments in reparative economic justice.

He also teaches personal finance with a spiritual lens in a class called Financial Freedom. Douglas is a trained Franciscan spiritual director and writes about the intersection of capitalism and spirituality on the Substack newsletter Money and Meaning.