When

Thursday, February 20, 2020 from 9:00 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

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