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Upcoming events

    • Wednesday, June 26, 2024
    • 12:30 PM - 1:15 PM
    • ZOOM
    Register

    CAPTIVE OWNER WEBINAR SERIES

    3 part series - Lunch and Learn 12:30-1:15pm

    1. June 26

    2. Sept 25

    3. Jan 22

    “No Bad Questions – Banking and Investments”

    Join us for an insightful three-part webinar series designed specifically for captive owners. These sessions are crafted to address your pressing questions and help you navigate the complexities of captive insurance. Part 1 of the series will be led by Banking and Investments experts, Erin Wikstrom and Stuart Goss.

    PRESENTERS :

    1. Stuart L. Goss, CFP, RICP, ACI; Financial Advisor at First Horizon Advisors (Banking)

    2. Erin Wikstrom, CFP, AIF; Financial Advisor in Doepel & Wikstrom Wealth Management of Raymond James (Investments)


    • Thursday, August 01, 2024
    • 4:00 PM - 6:00 PM
    • Chuy's - Maryland Farms: 100 E Park Dr, Brentwood, TN 37027
    Register

    Thursday, August 1, 2024


    Chuy's - Maryland Farms

    100 E Park Dr, Brentwood, TN 37027


    Happy Hour is from 4-6pm CDT. Member and guests are welcome. Registration is NOT required, HOWEVER, we would appreciate it if you would RSVP.

    • Thursday, October 03, 2024
    • 4:00 PM - 6:00 PM
    • Chuy's - Maryland Farms: 100 E Park Dr, Brentwood, TN 37027
    Register

    Thursday, October 3, 2024


    Chuy's - Maryland Farms

    100 E Park Dr, Brentwood, TN 37027


    Happy Hour is from 4-6pm CDT. Member and guests are welcome. Registration is NOT required, HOWEVER, we would appreciate it if you would RSVP.

    • Thursday, December 05, 2024
    • 4:00 PM - 6:00 PM
    • Chuy's - Maryland Farms: 100 E Park Dr, Brentwood, TN 37027
    Register

    Thursday, December 5, 2024


    Chuy's - Maryland Farms

    100 E Park Dr, Brentwood, TN 37027


    Happy Hour is from 4-6pm CDT. Member and guests are welcome. Registration is NOT required, HOWEVER, we would appreciate it if you would RSVP.

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