Financial Planning Association of Kentuckiana Annual Meeting 

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

 

Register Now!