Please join us for the FPA of Kentuckiana quarterly meeting
Meeting Agenda
9:15 a.m. - 10:15 a.m. "Planning for Health Care in Retirement"
Presented by John Russo, Fidelity Investments One hour of CFP CE
10:30 a.m. - 11:30 a.m. “How Credit can be utilized as a Balance Sheet Tool for High Net Worth Individuals – as part of the Financial Planning process”
Presented by Colin Stark and David Paterra, TSC Bank
11:30 a.m. 12:00 p.m. - Lunch
12:00 p.m. - 12:50 p.m. Advisor Spotlight will feature Tommy Kessinger III, President of Hilliard Lyons.
1:00 pm. - 2 p.m. "The Next Wave of Advice Management: Use Client-Centric Planning to Create a Personalized Experience"
Presented by Erich Holland, SEI Advisor Network One hour of CFP CE