Thursday, November 17, 2022 from 8:30 AM to 11:30 AM EST
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Big Spring Country Club 
5901 Dutchmans Lane
Anchorage, KY 40205

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Gayle Prescott 
Financial Planning Association of Kentuckiana 

Financial Planning Association of Kentuckiana Quarterly Meeting 

Please join us for the FPA of Kentuckiana
quarterly meeting! 

Thursday, November 17, 2022 8:30 a.m. to 11:30 a.m.

Big Spring Country Club
5901 Dutchmans Lane
Louisville, KY 40205


8:30 a.m. Breakfast, Announcements/Sponsor recognition and Networking

9:00 a.m - 9:50 a.m. "Leverage Coaching to Grow" presented by Tad Douglas, Certified Speaker, Coach and Trainer

9:50 a.m. - 10:40 a.m.  “Direct Indexing”  presented by Greg Chalas,  Eaton Vance - One Hour CFP CE 

10:50 a.m. - 11:30 a.m. Advisor Spotlight - Marcus Warren, MBA, Warren Wealth Management

Masks are strongly recommended for any unvaccinated in-person attendees.  However, as changes are happening rapidly,  CDC guidelines will be followed and should Big Spring's policy change to require that everyone wear a mask, we will advise attendees.