June 2015 FSP Lexington Financial Services Symposium

  • 05 Jun 2015
  • 1:00 PM - 4:30 PM
  • Malone's Banquets (above Sals) 3347 Tates Creek Road Lexington, KY


Registration is closed

      Lexington Chapter of Financial Service Professionals
    Financial Services Symposium
Friday, June 5, 2015
1:00 p.m. - 4:30 p.m.
  "Financial Services Symposium"
Stuart Tugman, CLU, ChFC, FLMI, AEP
Gregory Kasten, MD, MBA, CFP, CPC, AIFA
Stuart Tugman, CLU, ChFC, FLMI, AEP presentation on Business Continuation Planning including: 
  • Federal Income Tax Changes
  • Types of Business Entities
  • Death, Disability or Retirement of an Owner
  • Conflicting Interests of Owners
  • Transfer Arrangements
  • Court Cases and Much More
Gregory Kasten, MD, MBA, CFP, CPC, AIFA presentation on Understanding the Risks, Liabilities, Costs, and Protections for a Fiduciary Including:
  • What It Means to be a Fiduciary
  • Types of Fiduciaries
  • Fiduciary Best Practices
  • DOL Universal Fiduciary Standard
  • Current ERISA Litigation
  • Tibble v. Edison US Supreme Court Decision 
  3 Hours CLE, CE, CPE, CFP
Registration fee:
  Members $50  
Potential Members $75
            Malone's Banquets (above Sals) 
         3347 Tates Creek Road 
      Lexington, Kentucky
Corporate partners are vital to the on-going success of the Lexington Chapter of FSP.  We are committed to maximizing this investment by offering various levels of participation.
Lexington Chapter FSP Board of Directors:
Timothy Dunn, JD--President
Melissa Gayheart JD--Vice President   
Daniel King, CPA, CFP, PFS--Secretary/Treasurer 
Randall F. Wright, ChFC, CMFC--Immediate Past President 
William "Al" Wilson, CLU, ChFC, CRPC
Malinda A. Shepherd, MFS, CLU, ChFC
Burke Christensen, JD, CLU
Richard Wehrle, JD, CPA 
Robert Williams, CFP, APR, AIF 
 Douglas Vowels 
John H. Kiebler, Jr., HIA, MHP, PAHM, LUTCF, CBC 
William Atkins, CPA 

 FSP Lexington - PMB 150-042 3735 Palomar Center Dr, Lexington, KY 40513 - 859.893.1861
 Lexington Chapter of Society of Financial Service Professionals. 
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