EFS Speaking Engagements 2018

EFS Speaking Engagements 2018

January 24, 2018
EFS Webinar Series
“ESOP Basics”
Kelly O. Finnell; Andrew T. Holmes

February 27, 2018
EFS Webinar Series
“ESOPs: Advanced Considerations”
Kelly O. Finnell; Andrew T. Holmes

March 1, 2018
ESOP Association South Chapter Spring Conference
“Creating Strategies for a Sustainable ESOP Company”
Kelly O. Finnell; Thomas J. Scalici

March 27, 2018
EFS Webinar Series
“Creating Strategies for a Sustainable ESOP Company”
Kelly O. Finnell; Thomas J. Scalici

April 26, 2018
EFS Webinar Series
“ESOP Case Studies”
Kelly O. Finnell; Andrew T. Holmes

June 22, 2018
EFS Webinar Series
“ESOP Basics”
Kelly O. Finnell; Andrew T. Holmes

July 30, 2018
First Heartland University
“ESOPs: An Emerging Opportunity for Financial Advisors”
Kelly O. Finnell

August 31, 2018
Business Enterprise Institute’s Annual Conference
“ESOPs: New Perspectives”
Kelly O. Finnell

September 20, 2018
ESOP Association New South Chapter 2018 Fall ESOP Conference
“Creating Strategies for a Sustainable ESOP Company”
Kelly O. Finnell; Thomas J. Scalici

September 27, 2018
EFS Webinar Series
“Creating Strategies for a Sustainable ESOP Company”
Kelly O. Finnell; Thomas J. Scalici

October 31, 2018
EFS Webinar Series
“ESOP Case Studies”
Kelly O. Finnell; Andrew T. Holmes


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