When

Thursday, February 22, 2024 from 8:30 AM to 11:30 AM EST
Add to Calendar 

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 Quarterly Meeting 

 

Please join us for the FPA of Kentuckiana
quarterly meeting! 

Thursday, February 22, 2024 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. "Seeing How We Think: Insights for Building Strong Connections" presented by Kati Livingston Managing Partner, CMS Associates
One Hour CFP CE credit provided by Amundi
  • Attend this presentation and learn to:
  • Increase your understanding of how you interpret information
  • Leverage your thinking preferences to better understand biases and potential opportunities            
  • Understand how your preferences may impact your approach to planning and investing
9:50 a.m. - 10:40 a.m.  “ What to expect in 2024: A presentation on the Presidential election, possible interest rate cuts, and the equity markets.”  presented by Mac Deegan, First Trust

10:50 a.m. - 11:30 a.m. Advisor Spotlight  featuring Jay Dortch, AIF® CBEC® LUTCF®, Managing Partner, Financial Strategies Group