EO Nashville Member News - December 14

December 14, 2018

Three Things for EO Nashville This Week

1.  Operation EO – Salvation Army Angel Tree 
December 15, 2018,12:15pm- 4:00pm, Salvation Army Warehouse, 530 Donelson Pike

Do you want to give back this holiday season? If so, Operation EO is still looking for a few jolly elves to sort, organize and tag angel tree gifts for the Salvation Army. The Angel Tree Program is a Christmas Assistance program for families who need help providing gifts and basic needs to their children at Christmas.  Families are registered in October, and children and seniors are placed for adoption on the Angel Tree in November. This is a great service project to involve your children – ages 12 and up are welcome to fill one of our spots. As volunteers, you will be doing various tasks in the warehouse such as sorting, organizing, and tagging Angel Tree gifts for Salvation Army family recipients, so that their gifts can be located during distribution day.  

Please note that upon registration, you are committing yourself and any family members/guest to volunteering for the entire block from 12:15pm-4:00pm. Please help us fulfill our commitment for this incredible holiday program!  


2.  Sandra Joseph – Unmasking What Matters – 10 Life Lessons from 10 Years on Broadway
January 8, 2019, 6:00pm-9:30pm, Clementine, 4710 Charlotte Avenue

Plan for an evening with your spouse to learn from Sandra Joseph, longest-running leading lady in Broadway's longest-running show Phantom of the Opera and a best-selling author. Sandra pulls back the curtain in her one of a kind combination of songs and stories from her legendary career. She will reveal pivotal experiences and epiphanies that led to enduringly meaningful success both on and off the stage. Her provocative stories, insight and exercise will unmask your own perspectives about life, work, love, loss, courage, perseverance and what matters most. Dinner will also be served!


3.  Family Feud – EO Style!
February 16, 2019, 7:00pm-11:00pm, Ole Red, 300 Broadway

Let’s step back to the 80s and your TV set – whether it had bunny ears or a slide cable box! And, what better way to celebrate and build house camaraderie than with the classic television game show Family Feud – LIVE with EO Houses competing! Questions will be EO Nashville tailored ranging from informative to frivolous, serious, funny or anywhere in between! We will even transition from Family Feud to MTV with a LIVE 80s band.  

You won't want to miss this LIVE game show complete with show set center podiums, buzzers and SURVEY SAYS game board. So dress the part, grab your favorite date and join us to celebrate the 80s!



EO Member News

Member news compiled by the Bradford Group


Greg Luken [Luken Analytics] penned an article in Financial Advisor about how taking a counterintuitive approach can benefit independent financial advisors’ businesses.

In the News:

Alex Tolbert [Bernie Portal] wrote two of Employee Benefits Adviser’s top 10 blogs of 2018. A team member from Bernard Health was quoted on the decline in sign-ups during this year’s open enrollment in Healthcare Finance News.

The Nashville Post reported on Petra Coach [Andy Bailey] recently winning gold in the Best in Biz Executive of the Year small companies category.

The Commercial Appeal featured David Waddell’s [Waddell & Associates] commitment to entrepreneurship and Memphis’ Epicenter, which has raised $40 million.

Novatech [Darren Metz] was listed as a sponsor of the Nashville Tech Council holiday party in the Nashville Post. Jeff Bradford [the Bradford Group] and Tammy Hawes [Virsys12] were featured in a gallery of photos from the event.

Andy Little [Josephine] appeared on air and online on News Channel 5 celebrating the restaurant’s 5th anniversary with special menu items, including their buffalo cauliflower.

Ben Slocum [Healthcare Bluebook] was mentioned in a Nashville Business Journal article for his appearance as part of a panel at the Nashville Business Journal’s Health Care of the Future: Patient Access and Consumerism breakfast on Tuesday at The Listening Room Cafe.

Greg Luken [Luken Analytics] was quoted in a Financial Advisor IQ story about hidden contagion risks.

A former Nashville Soccer Club [Christopher Redhage] intern accepted a new position as sales and service coordinator at Visit Franklin, as reported by the Franklin Home Page.

Bell & Associates Construction [Darek Bell] has named a new business development manager, as covered by the Nashville Post. Corsair Distillery was mentioned in WFPL News Louisville for their new quinoa whiskey. A Nashville Business Journal article included the distillery on its list of mixed-use developments in Wedgewood-Houston that will surround the new Apple Music office space.

The Tennessean mentioned Charles Robert Bone [Bone McAllester Norton] in a story about a candidate for Tennessee Democratic party chair who previously worked on his mayoral campaign. The Tennessee Tribune and Nashville PRIDE mentioned the law firm for its Of Counsel member being named Metro’s first-ever chief compliance officer.

Village Real Estate Services [Mark Deutschmann] celebrated its 22nd anniversary and the Village Fund’s donation of $2.2 million to local nonprofits, as reported by the Nashville Post.

The Nashville Post reported on the possible rezoning of a Hermitage Avenue project, for which Smith Gee Studio [Hunter Gee] has been enlisted to assist.

The Catbird Seat [Benjamin and Max Goldberg] announced a new head chef and pastry chef to take over in February, as reported by the Nashville Business Journal, the Tennessean, the Nashville Post and Eater Los Angeles. Paradise Park was listed in a series of restaurant closings in the Nashville Scene, and the Downtown Sporting Club was mentioned for replacing it. StyleBlueprint featured Pinewood Social in an article about the restaurant’s previous general manager’s new cookie company. The Nashville Post featured an article about the Escape Game moving to Wedgewood-Houston, where it will neighbor with Bastion. Eater Nashville listed Bastion and Henrietta Red in an article about where to eat in Nashville on New Year’s Eve.

The Jacksonville Daily Record reported that Edley’s Bar-B-Que [Will Newman] will open a location in Jacksonville.


EO Strategic Alliance

Partner Spotlight


Our clients hire us because they are looking for a trusted advisor who can help navigate their financial questions comprehensively. No financial decision is independent of one another; each have ripple effects that impact others. No business owner works without a business model and business plan, however they often put their personal financial goals and organization on the bottom of the list. 

Our clients are busy, like everyone, and many times have uncoordinated pieces in their complex financial portfolio – tending to build their financial lives in silos. In fact, many people have not taken the time to set financial goals, write them down or have a way to track their progress towards their goals. 

However, what our clients learn through our process is there is an incredible peace of mind in having a plan and building towards it. Our job is to not only determine what you need to do to help reach your goals, but to also break your plan into manageable pieces to help make progress towards your financial goals without overwhelming you. We then work alongside you to help ensure the plan is acted upon so you are clear on reaching your short and long term goals. Continuum Planning Partners offers individualized planning to help improve our client’s complex financial situations, and specialize in coordinating with your existing advisors to identify gaps and opportunities in those financial silos – so everything is pointed towards what you want to accomplish. 

Many people have avoided financial planning because they feel that they will either be sold a financial product they don’t need, or they would like advice in an area not covered by investments or insurance. By working on a consulting fee basis with our clients, we can offer objective advice and help our clients truly get where they want to go.   

Our process to do this is:

  • Discovery – Understand your full financial situation and develop your financial goals. 
  • Fact Review – Confirm we are on the same page with your assets, liabilities and goals…then take an initial look at some of the top priorities to identify how to move forward.
  • Recommendations – Review the steps to help reach your short and long-term goals.
  • Implementation – Create a prioritized checklist to allow you to work through the recommendations in a manageable fashion.
  • Ongoing Reviews and Advice – Develop a tracking system for your goals and update that as you progress towards them, or your financial situation changes.

For more information or to schedule a forum visit, please contact: 

Abby Spaulding




Other Upcoming Events

Buyers and Sellers – Dream it, Build it, Sell it!
January 31, 2019- 7:30am-9:30am, Belmont University Massey Center, 1600 Belmont Blvd.

EO’ers across the globe work tirelessly in chase of what some call the pinnacle of the entrepreneurial experience, “Selling the Business.” So many in our own chapter have completed this trifecta and this member-exclusive event will allow them to share their experiences with the entire chapter. Business turnaround savant, Steve Curnutte, will moderate a legendary panel of Nashville EO’ers (Sherry Deutschmann, Joe Freedman, Mike Rustici and Tom Turner) about the successes, regrets and lessons learned from these business transactions. REGISTER HERE

SAVE THE DATE – EO Nashville Chapter Retreat
March 28-30, 2019, Austin, TX. 

We are still finalizing the itinerary...more details to come soon.