2020 Winter Client Appreciation Dinner

Join us for dinner, drinks and a fascinating perspective to portfolios, market volatility and why you are right where you need to be with our friend and guest speaker, Paul Winkler.   

Paul Winkler, ChFC®, RFC®, CLU®, LUTCF, CASL®, AAMS®, RICP® is the President and founder of Paul Winkler, Inc., a registered investment advisory firm located in Goodlettsville, Tennessee. Paul began his career in the financial services industry in 1989 and has been published extensively in both industry and non-industry publications. In addition to being the host of the long-running “Investor Coaching Show”.

Paul teaches workshops to corporate groups, individuals and business owners on asset management, qualified plans, financial planning and success coaching. His expertise in the principles of prudent investment management has often been utilized in legal circles as well.

Paul’s unique approach to the world of investing and financial planning stems from his strong belief that the traditional approach to the discipline is often driven more by marketing and sales of financial products than it is by sound investment philosophies. Paul is the author of the book “Above the Maddening Crowd” which is endorsed by many financial teachers and university professors around the country.