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 of interest? Let us know what you or your organization would like to learn about.
June 4, 2019 8:30a - 4:30p Eastern Standard Time
Okemos Conference Center
Lou Melone will speak at MICPA's CPEconomy Event Tuesday, June 4, 2019
June 12, 2019 12:00p - 1:00p Central Standard Time
Revealed by Optical Illusions. Learn how to potentially avoid these pitfalls.
June 12, 2019 1:00p - 2:00p Central Standard Time
Best practices for helping prevent fraud and abuses.
July 10, 2019 12:00p - 1:00p Central Standard Time
How would you like to spend them?
July 24, 2019 12:00p - 1:00p Central Standard Time
Portfolio management concepts for income.