Thursday, November 14, 2019 from 8:45 AM to 1:30 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 Quaterly Meeting 

Please join us for the FPA of Kentuckiana meeting

Meeting Agenda

8:45  a.m. Welcome and announcements

9:00 – 9:50 a.m. -  “Building Resiliency in a World of Uncertainty” presented by Brian Leach, PIMCO, One hour CFP CE credit provided by PIMCO

10:00 – 10:50 a.m.  "International Equity – An Essential Component of a Balanced Equity Portfolio" presented by Burr Clark, Fidelity Investments,  One hour CFP CE credit provided by Fidelity Investments

10:50 – 11:30 a.m.  Keynote Presentation  "Potential Benefits of Underutilized Asset Classes in Portfolio Construction" presented by Jamie Keevican, Chartwell Investments, sponsored by TriState Capital Bank

11:30 a.m.  Lunch

11.45 a.m. – 12:15 p.m. Advisor Spotlight with Alexander M. Say, JD, Trust Counsel/Wealth Planning Specialist, Stock Yards Bank & Trust

12:20 – 1:30 p.m. “From the Hill to the Street” presented by Greg Chalas, Eaton Vance, One hour CFP CE credit provided by Eaton Vance

Optional course:

1:45 – 3:45 p.m. CFP Ethics  presented by Bill Ralston