When

Thursday, November 14, 2019 from 8:45 AM to 1:30 PM EST
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Where

Big Spring Country Club 
5901 Dutchmans Lane
Louisville, KY 40205
 

 
Driving Directions 

Contact

Gayle Prescott 
Financial Planning Association of Kentuckiana 
502-244-0700 
fpaky@executiveservices.info 
 

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