Contact
Gayle PrescottFinancial Planning Association of Kentuckiana
502-253-0045
fpaky@executiveservices.info
Financial Planning Association of Kentuckiana
Quarterly Meeting
Please join us for the FPA of Kentuckiana quarterly meeting
Meeting Agenda
9 a.m. – 9:15 a.m. Introductions and Welcome - Amber Lloyd ,
Chapter President
9:15– 10:15a.m “ Equity Outlook: Finding Bright Spots in the Global Investing Landscape”
Presented by Lance Owens, American Funds. 1 hour CFP CE credit
Break – 10:15 – 10:30 a.m.
10:30 a.m. – 11:30 a.m. “2018 Economic & Political Outlook”
Presented by Nate Carlson, First Trust (Patron Sponsor) and
"Why Commodities"
Presented by Mario Manfredi, Client Portfolio Manager – Alternatives Team
1 Hour CFP CE credit
11:30 a.m. – 12:00 p.m. Break and lunch served
12:00 p.m. – 1 p.m. FPA Spotlight - This quarter have the opportunity to host Cynthia Jackson from FPA National here to share the importance of FPA and the benefits that being an FPA member provides to advisors.
1 p.m. – 2:00 p.m. “ 2018 Tax Reform Update” Presented by ARGI
Applying for 1 Hour CFP CE credit