Our next meeting is going to be on Thursday, April 15th (hope you have your taxes done!) from 9-10:30. Our meeting is going to be hosted by our speakers, Cindy Martin and John Wade, at their office located at 3000 Meridian Blvd., Ste 180 in Franklin. Our topic this month is “Organizing Financial Documents: What You Need To Know”. Cindy & John are with Wunderlich Securities. Our goal for this meeting is to gain an understanding of what to look for when working with client’s papers, specifically with their financial documents. Often our clients have questions about what to keep, what’s important and how to categorize these documents. Cindy & John will answer those questions and more at our next meeting. See you there!

About our Speakers:
John E. Wade CFP®
Mr. Wade brings 17 years of strong banking and wealth-planning experience to his clients providing them with solutions, tools and personalized service in order to pursue their goals. He has earned the highly regarded CERTIFIED FINANCIAL PLANNER® designation from the Financial Planning Board of Standards and is licensed by FINRA as a Registered Investment Advisor Representative. He also holds state licenses to provide life, disability and long term care insurance.

Cindy F. Martin AAMS®
Ms. Martin has focused exclusively on the development of strong successful clients for more than 30 years. She has earned the highly regarded ACCREDITED ASSET MANAGEMENT SPECIALIST® designation from the College for Financial Planning and is licensed by FINRA as a Registered Investment Advisor Representative. Her sensitivity to client needs, market trends and global relationships enables her to produce customized solutions for her clients. She also holds state licenses to provide life, disability and long term care insurance.

Directions: Going South on Interstate 65: Take Exit 68A, Cool Springs Blvd exit. This exit is the 2nd exit for Cool Springs Blvd, and Cool Springs Blvd is the next major road past the Mall. Follow Cool Spring Blvd to Carothers, turn LEFT on Carothers. At 2nd light, turn LEFT onto Meridian Blvd. Go to the end of Meridian(less than ½ mile) to stop sign, immediately in front of you is 4000 Meridian. Turn RIGHT, 3000 Meridian is next door to 4000 Meridian. We are on the first floor.