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.

Don't see a topic  of interest?  Let us know what you or your organization would like to learn about.

Upcoming Events

February 26, 2020

12:00p - 1:00p

Brentwood Library

Mind Over Markets

Having a mindset to make you a successful investor. 

Past Events

February 5, 2020

12:00p - 1:00p

Brentwood Library

What's Important To You About Money

Prioritizing your goals to get clarity. 

January 22, 2020

12:00p - 1:00p

Brentwood Library

Outlook 2020 for the Stock Market

What might be in store for investors in 2020.

January 8, 2020

12:00p - 1:00p

Brentwood Library

Putting Your Financial House in Order

Concepts for financial organization.

Event Registration