Contact Us

  1. Your Name:
    Invalid Input
  2. Your Email:
    Input must be valid email address
  3. Your Message:
    Invalid Input

EFS Speaking Engagements 2014

January 3, 2014
Executive Forums Webinar
"Equity Based Incentive Plans"
Kelly O. Finnell

January 21, 2014
EFS Webinar Series
"ESOP Basics"
Kelly O. Finnell; Andrew T. Holmes

February 25, 2014
EFS Webinar Series
"ESOP Case Studies and Feasibility Analysis"
Kelly O. Finnell; Andrew T. Holmes

February 26, 2014
Business Enterprise Institute Webinar
"ESOP Feasibility Studies"
Kelly O. Finnell; Andrew T. Holmes

March 6, 2014
Birmingham Estate Planning Council
"ESOPs and Estate Planning: An Integrated Approach"
Kelly O. Finnell

March 11, 2014
Tennessee Society of CPAs
"ESOPs: Basics and Beyond"
Kelly O. Finnell; Andrew T. Holmes

March 18, 2014
EFS Webinar Series
"Answers to Common ESOP Questions"
Kelly O. Finnell; Andrew T. Holmes

April 29, 2014
EFS Webinar Series
"ESOPs and Management Incentve Plans"
Kelly O. Finnell; Andrew T. Holmes

May 20, 2014
Eastern Illinois Estate Planning Council
"ESOPs and Estate Planning: An Integrated Approach"
Kelly O. Finnell

May 22, 2014
EFS Webinar Series
"ESOP Basics"
Kelly O. Finnell; Andrew T. Holmes

June 24, 2014
EFS Webinar Series
"ESOP Case Studies and Feasibility Analysis"
Kelly O. Finnell; Andrew T. Holmes

July 23, 2014
San Anyonio Financial Planners Association
"Using ESOPs in Ownership Succession Planning"
Kelly O. Finnell

September 3, 2014
Financial Planning Association of Memphis

"ESOPs in Ownership Succession Planning"
Kelly O. Finnell; Andrew T. Holmes

September 18, 2014
Tennessee Society of CPAs – Chattanooga Chapter

"ESOPs in Ownership Succession Planning"
Kelly O. Finnell 

November 20, 2014
Alabama Federal Tax Institute
"ESOPs in Ownership Succession Planning"
Kelly O. Finnell

Testimonials

3350 Players Club Pkwy,
STE 330
Memphis, TN 38125

901.259.7979
Fax 901.682.8653
Email info@execfin.com