Upcoming Speaking Engagements

Upcoming Speaking Engagements

December 6, 2019
Great Plains Federal Tax Institute
Kelly Finnell presents
“Consider ESOPs as a Liquidity Strategy for Business Owners”
Omaha, NE

Blakenship CPA Group Annual CE Conference
Andrew Holmes presents
“ESOPs in Ownership Succession Planning”
Brentwood, TN

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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Executive Financial Services, Inc.
3350 Players Club Pkwy, STE 330
Memphis, TN 38125

901.259.7979
Fax 901.682.8653

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