We have our two speakers for S-PAC:
1. Patrick D. Crowley
Mr. Crowley has focused on providing wealth management advice on estate and financial concerns faced by families and businesses since 1984. Recently, he has established his own practice which has a centered on finding solutions for families faced with the issues of aging and retirement. Previously, he established the Planning Services division of a Southeastern based brokerage firm now owned by the 10th largest bank in the United States, along with developing the firm’s Insurance Department, and the brokerage firm’s original Trust Department. Working with clients and their families to reach their financial and estate planning goals, has included assisting in the development of exit strategies for business owners; retirement accumulation and income plans, as well as comprehensive investment management strategies.A frequent speaker to various groups, Mr. Crowley is a member of a number of professional groups involved with advanced estate and business planning topics, including the Society of Financial Service Professionals, the Financial Planning Association, the Memphis Bar Association, and the ABA. Mr. Crowley received his J.D. from the University of Memphis’ College of Law, having received his undergraduate degree from Florida State University. He also holds the Certified Life Underwriter Designation (CLU).
2. Shali Atkinson
Shali Atkinson, founder/president of Contagious Networking, knows that every gathering is an opportunity to build a lasting partnership. Building partnerships requires getting to know people. In every situation, Shali has a knack for pulling people or organizations together – especially when good things can result as a byproduct of the association. She is an astute business professional and award winning community leader with eight years of experience building programs and driving market strategies to successful completion. In addition, Shali has demonstrated her passionate involvement with organizations with an established strength in building successful teams from diverse stakeholders.Shali is a professional networker with knowledge of both for-profit and not-for-profit industries. She is versed in public speaking, active in the community, and is proficient in door opening, motivational speaking, training, connecting people to people or people to industries.
