Update on DOL & Fiduciary Regulations

  • 17 Feb 2017
  • 11:30 AM - 1:00 PM
  • Chophouse, 2640 Richmond Road, Lexington, KY


Registration is closed

      Lexington Chapter of Financial Service Professionals
"Update on DOL & Fiduciary Regulations" 

With a new sherriff in town, will rules change?  Pete Swisher, CFP, CPC will present the facts and speculation of the fiduciary rules under a new regime.  Pete is well informed and up to date with all the recent movements regarding the upcoming fiduciary regulations, so come and learn first hand what changes are forthcoming.

This presentation has been submitted for CE, CLE, and CFP approval.

               Tuesday, February 14, 2017   
           11:30 a.m. - 1:00 p.m.

Peter Swisher, CFP, CPC, is the Senior Vice President and National Sales Director for Pentegra Retirement Services and is known nationally for his work on retirement plan governance.  He is the author of 401(k) Fiduciary Governance:  An Advisor's Guide, a handbook on fiduciary law and practice for retirement plan specialists and fiduciaries.  A prolific writer and speaker, Swisher is actively involved the National Association of Plan Advisors (NAPA) and the American Retirement Association (ARA).
2640 Richmond Road
Lexington, KY

Lunch is included

         Registration fee: 
      $20 Member pay on-line in advance
$25 Member pay at door
  $50 Potential Member

FREE for Members that bring a First Time
Membership Eligible Guest.  Guest is also FREE.

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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:
Melissa Gayheart JD--President
Jeff Schriefer, CTFA--Vice President     
Daniel King, CPA, CFP, PFS--Secretary/Treasurer 
      Timothy Dunn, JD--Immediate Past President 
      Malinda A. Shepherd, MFS, CLU, ChFC   
      William Atkins, CPA
 Robert Williams, CFP, APR, AIF
 William B. Cox, CLU, CASL, CLTC, ChFC, LUTCF
Genevie Osborn, MBA
     Elden Cox, CIC  
Randall Young, CFP
Taylor Stuckey, CPA, JD, MS 

 FSP Lexington - PMB 150-042 3735 Palomar Center Dr, Lexington, KY 40513 - 859.893.1861
 Lexington Chapter of Society of Financial Service Professionals. 
All rights reserved.  Visit national Society of FSP at www.societyoffsp.org
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