2020 Speaking Engagements

2020 Speaking Engagements

January 7, 2020
EFS Webinar Series
Kelly Finnell and Andrew Holmes Co-present
“ESOPs in Ownership Transitions”

February 4, 2020
EFS Webinar Series
Kelly Finnell and Andrew Holmes Co-present
“ESOPs: Advanced Considerations”

February 10, 2020
Financial Services Professionals (FSP) Institute
Kelly Finnell presents
“Strategic Liquidity Strategies for Business Owners”
San Diego, CA

March 3, 2020
EFS Webinar Series
Kelly Finnell and Andrew Holmes Co-present
“ESOPs: Lessons Learned”


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