We speak at events, conduct seminars and are available for both large and small audiences. If your organization or business would like to schedule a lunch and learn or overview of a financial planning topic, contact us. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.
Our Financial Series of Educational Programs at the Brentwood TN Library covers many topics to educate you about financial planning.
Our website and seminars provide information on topics ranging from investments to retirement planning. Through education, we believe you will achieve financial freedom. Having a plan is the first step to financial freedom. To create an investment plan to achieve your goals, use our financial planning tool.
Don't see a topic, let us know what your organization would like to learn about.
March 21, 2018 12:00p - 1:00p Central Standard Time
Investing: Emotions, Declines, Recoveries, Success
March 21, 2018 1:00p - 2:00p Central Standard Time
Learn what every estate plan should include.
April 11, 2018 11:00a - 12:00p Central Standard Time
Learn about investing with exchange traded funds.
April 11, 2018 12:00p - 1:00p Central Standard Time
Learn what dividend investing is and why you should consider it.
April 25, 2018 12:00p - 1:00p Central Standard Time
Learn the basics of investing.
April 25, 2018 1:00p - 2:00p Central Standard Time
A seminar for and about women and investing