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– 10:15 a.m “ Bonds Are Different: Resolving the Active vs. Passive Debate”
Presented by Scott Thomson, CFA, CAIA, PIMCO. 1 hour CFP CE credit
Break – 10:15 – 10:30 a.m.
10:30 a.m. – 11:30 a.m. “Building Better Portfolios: From Theory to Practice”
Presented by Dr. Vito Sciaraffia, Innealta Capital
(Rock Harbor and Innealta Capital -Patron Sponsor)
(Rock Harbor and Innealta Capital -Patron Sponsor)
11:30 a.m. – 12:00 p.m. Break and lunch served
12:00 p.m. – 1 p.m. Advisor Spotlight - Keystone Financial Group, Lexington KY
Mike Kretz, Toby Jenkins, Tim Jenkins.
Mike Kretz, Toby Jenkins, Tim Jenkins.
1 p.m. – 2:00 p.m."Manager-Of-Manager Perspectives, Portfolio Construction Pitfalls And Other Exciting Gatekeeper Tales"
Presented by Victor Soto, CFA, FRM, CAIA | Head of Investment Research and Analysis | Brighthouse Financial - 1 hour CFP CE credit
Presented by Victor Soto, CFA, FRM, CAIA | Head of Investment Research and Analysis | Brighthouse Financial - 1 hour CFP CE credit