Lou Cassara, CLU, ChFC
Lou is the Chairman and CEO of The Financial Resource Network. He is a nationally known strategic planner who focuses on business, estate and succession planning strategies for entrepreneurs and high net worth individuals and families. He is also the President and CEO of The Cassara Clinic, a leading professional development and executive coaching organization in the Financial Services industry. Lou is passionate, dedicated and committed to helping his clients understand and implement effective business and estate planning solutions, giving them the confidence and capability they need to protect and preserve their lifestyle, assets and people they care most about.
Don Connelly is perhaps the nation’s most successful speaker, motivator and mentor to advisors in the financial services industry. His career on Wall Street spans more than 40 years and equipped him to found Don Connelly 24/7, an extraordinary learning center and mentoring program which provides Don’s timely and provocative sales ideas to thousands of financial professionals, 24 hours a day, seven days a week. Don is known as a guru on managing client relationships, selling and becoming a successful financial advisor. He educates, entertains and motivates audiences with an extraordinary flare and fast paced combination of wit, intellect, anecdotes and simplistic doctrine.
Mary Beth Franklin
Mary Beth Franklin is a nationally recognized expert in Social Security claiming strategies and a frequent public speaker. With a background as a Capitol Hill reporter and a former retirement and tax editor at a national magazine, Mary Beth writes regularly about the latest research and thought leadership on retirement income planning. In her free time she likes to garden, ski, play the piano and travel with her recently retired husband. Her book, “Maximizing Your Clients’ Social Security Retirement Benefits,” was recently revised and available for purchase.
Keith M Gillies, CFP
Keith M Gillies, CFP is the Managing Principal of Wealth Solutions, LLC and The Pension Center, LLC, and co-founder of United Wealth Advisors Group, LLC, where he serves as Chief Executive Officer and the NAIFA-National President. He began his career as a financial advisor in 1981 with a commitment to providing advice and strategies to individuals, professionals and business owners to help them achieve their personal, business and charitable goals. He is a leading representative of the Ameritas group of companies. In 2016, Keith was inducted into the Ameritas Hall of Fame. Keith is also a life and qualifying member of the most prestigious financial services organization in the world, the Million Dollar Round Table with status as a Top of the Table member.