Luis Beeli is a licensed financial expert specializing in helping businesses in the areas of financial services, sales, and marketing. Having experience in many different industries, Luis is well positioned to teach business owners and sales professionals how to work through many long-standing business challenges. His specific approaches and techniques help business owners reach the right clients, connect with those clients, and then close important business. His clients also rave about the many tax-advantaged financial solutions that Luis offers.

Mary Read CPC, CPFA, QPA has more than 30 years of experience designing and establishing qualified retirement plans for closely held businesses. Mary’s expertise has made her a frequent speaker and contributor to financial industry publications and she has written several books on the subject of qualified plans and retirement. Among her credits she has taught pension classes for financial professionals of major financial institutions and been a featured speaker at national meetings for the Society of Financial Service Professionals, the Association for Advanced Underwriting (AALU), LIMRA, Million Dollar Round Table (MDRT) and the Form 400. Mary continues her active role in supporting financial professionals and closely held businesses with pension strategies in her present position with Eliminate Hidden Fees and as National Director of Qualified Plan Marketing at Pentegra Retirement Services.