Please join us for the FPA of Kentuckiana meeting
Meeting Agenda
9 a.m. – 9:15 a.m. Welcome and Opening Remarks - Amber Lloyd ,Chapter President, FPA Kentuckiana
9:15 – 10:15 a.m “Point of View Economy, Markets and Investment Strategy”
Keynote Presentation provided by Jackson National
Presented by Fritz Meyer, Economist and Investment Strategist
10:15 a.m. – 11:15 a.m. “Responsible Investing is Good Business” provided by Eaton Vance
Presented by Scott Mackey, Calvert Research and Management 1 hour CFP CE
11:15-11:30 a.m. Break
11:30 a.m. – 12:00 p.m. Lunch served
12:00 p.m. – 1 p.m. Advisor Spotlight - Elizabeth "Beth" Peabody, Stegner Investments
1 p.m. – 2:00 p.m. “Social Security and Medicare, Everything You Didn't Know to Ask”
Presented by Brian Lomedico, Amundi Pioneer 1 hour CFP CE credit
Optional Session
CFP Ethics CE from 2 p.m. – 4 p.m. moderated by William Ralston
Free to Chapter members; $50.00 Non-member