Heather D. Matheney, CRPC®
Josh J. Bauer, CRPC®
1459 Interstate Drive Suite 205
Cookeville, TN 38501

Phone: (931) 526-3541 Toll Free: (800) 670-5902
Fax: (931) 528-2235



2015 Calendar

2015 CFS Annual Client Appreciation Event

Date: August 21, 2015

Time: 5:30 p.m. - 8:00 p.m. CST

Location: Leslie Town Center

1 West 1st Street

Cookeville, TN 38501

Dinner will be served.

Entertainment: The Night Crawler Band

RSVP to Vera Hinson at

Market Update and Outlook from J.P. Morgan Asset Management

Date: April 8, 2015

Time: 11:30 CST - 1:00 pm

Location: Cumberland Court

1459 Insterstate Drive Cookeville, TN 38501

Conference Room is in Suite 201

Lunch will be served

RSVP to Vera Hinson at

2014 Calendar

Annual Client Appreciation Dinner
Dinner and Dancing

Friday, September 19, 2014

from 5:00 p.m. to 9:00 p.m.

5:00-6:30 Appetizers and Dance Instructor - 6:30 Dinner and Dancing

at the

Delmonaco Winery

600 Lance Drive

Baxter, TN 38544

Please RSVP by September 12th

to Vera at 931-526-3541 or email

Event: Identity Theft Seminar

June 24

Heavenly Host Lutheran Church

from 6:00p.m. to 7:00p.m. in the Fellowship Hall

June 26

Sycamore Church of Christ Church

from 5:30p.m. to 6:30p.m.

July 1

Shred Truck at Cantrell Financial Services

from 12:00p.m. to 1:00p.m.

2012 Calendar

Event: Guide to the Markets Seminar

Date-Tuesday, October 23, 2012

Time: Luncheon-  12:00 a.m.-1:30 p.m. central time

          Dinner-         6:00 p.m. -7:30 p.m. central time