EO Nashville Member News – July 16

July 16, 2021


EO Exchange: Get Your Financial House in Order

July 23, 2021, 9:00am-10:00am, VIRTUAL - Zoom

Join EO Nashville Strategic Alliance Partners, Alliance Bernstein and Baker Donelson, for a discussion on the need for wills, trusts, estate planning, diversifying your portfolio, and what to do if all your assets are IN the business! REGISTER

EO Exchange: Supply Chain Trickle Down Predictions

July 30, 2021, 9:00am-10:00am, VIRTUAL - Zoom

Join supply chain expert, Scott McWilliams, for a discussion of the current supply issues that may affect you one way or another. These issues have affected those building houses, buying cars...even just buying groceries!  Scott will also explain the trickle down effects and what the future holds. REGISTER

EO Nashville Family Reunion

August 22, 2021, 4:00pm-7:00pm, First Horizon Park

Bring your family for a fun-filled afternoon and supper at the First Horizon Park. We will enjoy all-access to the field, Band Box, mini- golf and lots of activities, including batting practice, running of the bases, family races, tug-of-war.... PLUS face painting, balloon animals, photo booth and more! REGISTER

It's EO Directory Time!

We need your HELP! 
2021-2022 EO Member Directory

Could you take 5 minutes to update your member profile at www.eonashville.com?

Once you are logged in, click on MY PROFILE to check your information and make any changes.

If you have not been able to log onto the new EO HUB, please send us an email as soon as possible so that we can submit a tech ticket for you.

Personal information can be updated directly on your profile. If you have any business changes or if you need to add a new profile picture, you will click on the pink SUPPORT button and choose "Request For Changes in Member Company Information." Enter your information there and Global will make the changes.

We will begin working on the 2021-2022 directory very soon and information will be pulled directly from the Global site, so please update any new information by Tuesday, July 20th!

Thanks in advance for your help!

LAST CHANCE for Catalyst Referrals!

We need your HELP!

Our Catalyst 11 recruitment events are quickly approaching on July 22nd and July 30th. Please take a minute to think about business owners you know who might want to attend these events to learn more about this amazing program!

CLICK HERE to submit their information and we will reach out!

We want to fill the Catalyst 11 class with awesome entrepreneurs + the most diverse class ever and need your help to make it happen. Thanks in advance for your support!




Our clients hire us because they are looking for a trusted financial professional 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 feeling of confidence 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 specializes in coordinating with your existing team of professionals 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.

Continuum Planning Partners Forum Topics:

• How to make your assets dynamic
• Creditor and asset protection: Protect what you have worked so hard to build
• Economic outlook: Prepare for changes in the local and national business environment

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

Andy Faught
Abby Spaulding

CLICK HERE if you’d like to submit an item for EO Member News.

Articles & Columns

David Trainer [New Constructs] wrote about 2Q21 earnings and the good and the bad for Camping World Holdings and Penn National Gaming for Forbes.

Forbes published a column by Jeff Bradford [Dalton Agency] about how the hospitality industry can use public relations to attract workers.

Awards & Recognition

Nashville Medical News and the Nashville Post announced that Mobile Mentor [Denis O’Shea] was awarded Microsoft’s 2021 Global Partner of the Year Award for Modern Endpoint Management.

In the News

David Trainer [New Constructs] appeared on Bloomberg and Yahoo! Finance to discuss the JPMorgan and Goldman Sachs second-quarter earnings. Yahoo! Finance included insights from Trainer regarding the fall of gun stocks.

Williamson Herald mentioned Mere Bulles [Joleyn Smithing] as a popular local venue that a wedding planning business works with.

The Virginian-Pilot reported that The Peach Truck [Stephen Rose] will visit several stops in eastern Virginia.

Nashville SC [Christopher Redhage] is a sponsor of Wine Down Main Street in Franklin this year, according to Williamson Herald and Williamson Source.

A partnership led in part by Ryan Moses [Best Brands Inc.] purchased Silo Studios in The Nations, according to the Nashville Business Journal and the Nashville Post.

The Nashville Ledger reported that Mosaic Consulting Group [Vicki Hill] has acquired Westward Consulting, strengthening its exclusive focus on implementation, support and optimization across the Ultimate Kronos Group product site.

Smith Gee Studio [Hunter Gee] is designing some of the buildings planned for a mixed-use property in Germantown, according to the Nashville Post. The Nashville Post also reported that Smith Gee Studio will serve as the architect on a mixed-use building in Midtown.

Williamson Herald and Williamson Source reported that JONDIE [Rebecca Davis] will be a vendor at Wine Down Main Street in Franklin.

Michael Brody-Waite [Mask Free Movement] appeared on the Game Changers Series to speak about his journey through addiction and the mask-free leadership movement.

NewsChannel 5 reported that The Listening Room [Chris Blair] is participating in Independent Venue Week.

Darek Bell [Corsair Distillery] is a part of HDS Distilling Co., which is working on a Bob Dylan-centric distillery planned for SoBro, according to the Nashville Post. The Nashville Post mentioned Corsair Distillery as one of the anchor businesses in Marathon Village.