Events

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

December 9, 2020

12:00p - 1:00p

Online Registration: https://register.gotowebinar.com/register/5064325678571028750

Register

Finances and Your Parents

5 Steps Toward a Support Discussion.

Past Events

November 18, 2020

12:00p - 1:00p

Online Registration: https://register.gotowebinar.com/register/8725166135925613582

You Say Tomato

A Couple's Guide to Personal Finance

October 28, 2020

12:00p - 1:00p

Online Webinar: https://register.gotowebinar.com/register/3350461928774253582

Election 2020

10 Things We Know No Matter Who Wins

October 14, 2020

12:00p - 1:00p

Online Webinar

Thriving in Volatile Markets

Are you a “thrivalist?” Thrivalists are those who reinvent, reimagine, and inspire in the face of challenge and adversity.

September 23, 2020

12:00p - 1:00p

Online Webinar: https://attendee.gotowebinar.com/register/2941409517892743696

Problems Addressed: A Financial Planning Case Study.

Learn how the Financial Planning Process can help address and potentially solve family financial issues and challenges.

August 19, 2020

12:00p - 1:00p

Online Registration: https://register.gotowebinar.com/register/1903845473414901007

The Home Stretch

7 Things to Do Before You Retire.

July 23, 2020

12:00p - 1:00p

Online Registration: https://attendee.gotowebinar.com/register/8383499492317758479

Mid-Year Outlook 2020

What might be in store for investors the rest of the year

June 17, 2020

12:00p - 12:45p

Online Registration: https://register.gotowebinar.com/register/5677612371061041933

Retiring the Old Age Story

Retirement trends that are different for today’s retirees.

June 3, 2020

12:00p - 12:45p

Online

Unchartered Waters

Navigating Stock Market Volatility in a Coronavirus World.

May 13, 2020

12:00p - 1:00p

Online

Life Transitions

5 Money Moves for Those That are Divorced or Widowed. 

April 22, 2020

12:00p - 1:00p

Online

Tax Managed Investing

Strategies for investing that are tax-friendly.

April 8, 2020

12:00p - 1:00p

Online

Financial Literacy

Fundamentals of personal finance and best planning practices.

March 25, 2020

12:00p - 1:00p

Brentwood Library

7 Things to Do Before Retirement

Preparation for retirement and best practices.

March 11, 2020

12:00p - 1:00p

Brentwood Library

What Will Your Retirement Look Like?

Taking a detailed view of what may be in store for your retirement.

February 27, 2020

12:00p - 1:00p

Brentwood Library

Mind Over Markets

Having a mindset to make you a successful investor. 

February 26, 2020

12:00p - 1:00p

Brentwood Library

Mind Over Markets

Having a mindset to make you a successful investor. 

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