23. August - 25. August, 2022 | 5011 Aspen Grove Drive, Franklin, TN, USA

Planning Professionals Retreat

Sponsored by Guardian, Brown & Brown Insurance, Talent Wealth Recruiting, and Cigna

About

Sponsored by Guardian, Brown & Brown Insurance, Talent Wealth Recruiting, and Cigna
3
Days
18
Speakers
22
Sessions

Planning Professionals Retreat

Agenda

12:00 PM - 5:30 PM

Retreat Attendee Arrival & Check-In

SpringHill Suites

5:30 PM - 6:30 PM

Welcome Reception

SpringHill Suites

6:30 PM - 8:30 PM

Dinner at Condado Taco

SpringHill Suites

Speakers

Maddie Abrams
Maddie Abrams
Marketing Coordinator Southwestern Investment Group - Deering Wealth Team
Brad Barnes
Brad Barnes
Southwestern Investment Group - Barnes Wealth Team
April Binkley
April Binkley
Registered Executive Associate Southwestern Investment Group - Aull Wealth Team
Mandy Brooke
Mandy Brooke
Director of Client Operations Southwestern Investment Group - Dobyns McMillin Wealth Team
Mark Deering
Mark Deering
Southwestern Investment Group - Deering Wealth Team
Rachel Deering
Rachel Deering
Enneagram Trainer
Jeff Dobyns
Jeff Dobyns
President Southwestern Investment Group - Dobyns McMillin Wealth Team
Ken Eastburn
Ken Eastburn
Certified Chaplain Corporate Chaplains of America
Teri Ann Greenfield
Teri Ann Greenfield
Financial Professional Southwestern Investment Group - Kew Wealth Team
Kelly Hughes
Kelly Hughes
Marketing Coordinator Southwestern Investment Group - Dobyns McMillin Wealth Team
Karen Ireland
Karen Ireland
Business Development Consultant MFS Investment Management
Melissa Jones
Melissa Jones
Southwestern Investment Group - Tunstall Wealth Team
Drew McMillin
Drew McMillin
Senior Executive Vice President, Southwestern Investment Group | Financial Professional, RJFS Southwestern Investment Group - Dobyns McMillin Wealth Team
Les Nienow
Les Nienow
Senior Financial Coach Ramsey Solutions
Michael Purifoy
Michael Purifoy
Southwestern Investment Group - Purifoy Wealth Team
Andrew Shibley
Andrew Shibley
Southwestern Investment Group
Jessica Roberson
Jessica Roberson
Marketing Coordinator Southwestern Investment Group
Chris Warner
Chris Warner
Director of Human Resources Southwestern Investment Group

Contact information