Thursday, February 20, 2020 from 9:00 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

9:00 to 9:15—Introduction and new business by Sean Miranda, President FPA Kentuckiana

9:15 to 10:05—“What’s Your Preference: A Detailed Examination of Preferred Stock” presented by Dave Gilreath, Innovative Portfolios
One Hour CFP CE 

10:05 to 10:55—First Trust 2020 Economic and Political Outlook" - Keynote Presentation by our Patron Sponsor Nate Carlson, Vice President, First Trust

11:00 to 11:45—“Tax Update” presented by Greg King, CPA , ARGI

11:45 to noon—lunch

12:05 to 12:45—Advisor Spotlight – Dean Donohue, Encore Wealth Management Group, Ameriprise

12:45 to 1:35- “Portfolio Construction and why low correlating assets are important” presented by Kris Jaenicke, Senior Vice President, LoCorr Funds One Hour CFP CE provided by LoCorr Funds