• About Us
  • Past Speaking Engagements
  • Upcoming Speaking Engagements

Past Speaking Engagements

Date Sponsor Location Topic
9/14/09 Atlantic Capital Bank Atlanta Exit Strategy Planning
10/22/09 Tennessee Society of CPA's Tullahoma, TN CPE Course on Exit Strategy Planning
11/11/09 Memphis Bar Association - Estate Planning Section Memphis, TN CLE Course on Exit Strategy Planning
11/13/09 American Association of Attorney-Certified Public Accountants Nashville, TN The Art and Science of Business Succession
11/17/09 Institute of Management Accounts Knoxville, TN Exit Strategy Planning
1/21/10 Family Business Institute Knoxville, TN "Prepare for what? I'm going to run this business forever."
1/21/10 Knoxville Estate Planning Council Knoxville, TN Exit Strategy Planning "Achieving Optimum Value of Your Business"
1/27/10 MAP Atlanta, GA Exit Strategy Planning
6/24/10 Atlanta CPA Alliance Atlanta, GA  Exit Strategy Planning
8/18/10  Family Business Institute  Knoxville, TN Exit Strategy Planning "Achieving Optimum Value for Your Business"
9/28/10 Memphis Estate Planning Council Memphis, TN Exit Strategy Planning "Achieving Optimum Value for Your Business"
10/21/10  Montgomery Estate Planning Council Montgomery, AL  Exit Strategy Planning "Achieving Optimum Value for Your Business"
11/5/10  Family Business Institute  Knoxville, TN Planning for the Inevitable Workshop
11/18/10 Chattanooga Estate Planning Council Chattanooga, TN Exit Strategy Planning "Achieving Optimum Value of Your Business"
1/5/11 Family Business Institute Chattanooga, TN "Planning for the Inevitable" 
3/22/11 Estate Planning Council of North Georgia Atlanta, GA

 Exit Strategy Planning "Achieving Optimum Value for Your Business" 

3/23/11 CFP Continuing Education Course  Atlanta, GA  Exit Strategy Planning
4/5/11 CFP Continuing Education Course Atlanta, GA  Exit Strategy Planning

6/9/11

Partners Program Ritz Carlton Reynolds Plantation  Planning for the Inevitable
8/25/11 BEI National Conference  Ritz Carlton Denver  "Leveraging Your Marketing Efforts" 
10/27/11  CFP Course  Atalnta, GA  Exit Strategy Planning
12/1/11 Financial Planning Association of GA Atlanta, GA  Exit Strategy Planning
       
       

 

 

 

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