Thursday, November 29, 2018 from 9:00 AM to 2:00 PM EST
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Big Spring Country Club 
5901 Dutchmans Lane
Louisville, KY 40205

Driving Directions 


Gayle Prescott 
Financial Planning Association of Kentuckiana 

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