Pat Peason has been in the financial industry for over 25 years,and specializes in the unique challenges that face today's retireesand pre-retirees. Pat’s focus is on serving the needs of retirees and pre-retirees, he offers conservative strategies that seek to minimize risk to principal while maximizing income.This strategy has served Patrick and his clients well; his success has garnered him some of the industry's most prestigious awards

Cathy Code has over thirty years of experience as an entrepreneur, business developer, executive coach and keynote speaker specializing in management, sales and personal transformation. Cathy has successfully taken every obstacle in her path and turned them into opportunities to thrive, recounted in her book "Why Not? Survive and Thrive."

Jane Hiscock President and CEO at Farland Group, a strategy consulting and research firm that develops programs that engage C-level customers--turning interactions and insights into new revenue models and markets. Jane has more than 20 years of experience building marketing and communications strategies for leading technology, healthcare and financial services brands

For more information go to MoneyForLunch.com.

Connect with Bert Martinez on Facebook.

Connect with Bert Martinez on Twitter.

Need help with your business? Contact Bert Martinez.

Have Bert Martinez speak at your event!