Financial Planning Association of Kentuckiana Annual Meeting 

Please join us for the FPA of Kentuckiana quarterly meeting

Meeting Agenda

9 a.m. – 9:15 a.m.  Welcome and Opening Remarks - Rob Davenport ,Chapter President, FPA Kentuckiana 

9:15 – 10:15 a.m “The Empirical Strikes Back: Portfolio Construction using  Mutual Funds and ETFs”
Presented by Michael Armstrong,  Goldman Sachs. 1 hour CFP CE credit 

Break – 10:15 – 10:30 a.m. 

10:30 a.m. – 11:30 a.m. “Commercial Real Estate & Multi-Family Market Outlook”
Presented by Todd Patterson, Waypoint Residential  (Patron Sponsor)  1 hour CFP CE 

11:30 a.m. – 12:00 p.m.  Break and lunch served

12:00 p.m. – 1 p.m. Advisor Spotlight -  Joe Reeves (ARGI co-founder)

1 p.m. – 2:00 p.m. “Behavioral Finance – This is your Brain on Stocks” Presented by  John Russo, Fidelity Investments  1 hour CFP CE credit

1:45 pm- Dismissal

 Optional Session

CFP Ethics CE from 2 p.m. – 4 p.m. moderated by Josh Ackerman
Free to Chapter members; $25.00 Non-member

 

Register Now!