Monthly Round Table Lunch & Learn for CPAs and Attorneys in the Chattanooga Area

Are you a CPA or an Attorney seeking to earn 1 hour of CPEs while engaging in meaningful discussions with your peers? Our exclusive Round Table Lunch and Learn sessions at the prestigious Mountain City Club offer the perfect opportunity to network, learn, and grow professionally.

Held every first Wednesday of the month, these sessions are designed to provide valuable insights on various relevant topics, all while enjoying a delectable lunch. With only six professionals participating per session, you'll experience an intimate and engaging setting that fosters deep discussions and knowledge sharing.

Event Details:

• Location: Mountain City Club
• Time: 11:30 AM - 12:45 PM
• Format:
  • Enjoy a delicious lunch at 11:30 AM
  • Engage in a 50-minute discussion on the designated roundtable topic
• Reservation:
  • Limited to six professionals per session
  • Reserve your spot by calling 423-267-6858 ext. 1
  • Reservations accepted until the Tuesday before the event

Below are the upcoming roundtable topics for the next four months. Each session aims to keep you ahead in your professional journey with practical insights and strategies.

Upcoming Topics:

Savvy Cyber Security

Date: October 2nd
Overview:
With identity theft being one of the fastest-growing crimes, this workshop will arm you with knowledge on the top ten tactics fraudsters use and the ways to protect yourself, your family, your clients, and your business.

Workshop Highlights:

• The top 10 identity theft threats you face and the actions you must take to stay safe
• Three mindsets that will boost your cybersecurity
• How an email address can protect your financial accounts
• The four ways to protect your wireless network from hackers
• How to beat the password paradox
• One action that will keep hackers out of your finances and your life

LinkedIn for CPAs and Attorneys

Date: November 6th
Overview:
Harness the power of LinkedIn to attract new clients and expand your professional network. This workshop will introduce you to 13 easy-to-implement LinkedIn techniques to build a robust online presence and win referrals.

Workshop Highlights:

• How to find ideal clients for your firm and/or target market
• How to create a standout profile that differentiates you from your competitors
• Three key LinkedIn search tools to help you find and contact potential clients
• How to follow up on new connections
• How to efficiently integrate LinkedIn into your marketing strategy

Tapping into Retirement Accounts

Date: December 4th
Overview:
Discuss the critical aspects of retirement planning, focusing on when and how wealthy clients should draw down their retirement funds. This roundtable will cover numerous tax, legal, and investment implications, providing a comprehensive approach to retirement income planning.

Roundtable Highlights:

• The ultimate purpose of retirement income planning
• The four biggest risks clients face in retirement
• Four approaches for designing a retirement income plan
• Transition planning: When to take distributions & liquidate assets
• How to customize income solutions for each client

Don't Miss Out!

These Round Table Lunch and Learns are not just about earning CPEs but also about enriching your professional life through networking and learning from experts and peers. With limited spots available, make sure to secure your reservation early.

Click here to learn more and make your reservation!