Contact
Gayle PrescottFinancial Planning Association of Kentuckiana
502-244-0700
fpaky@executiveservices.info
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.