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"Retirement Planning and Distribution Affected by Tax Reform Act"
When
09 Oct 2018
11:30 AM - 1:00 PM
Location
Chophouse, 2640 Richmond Road, Lexington, KY
Registration
First Time Membership Eligible Guest
Potential Member Registration – $50.00
Registration is closed
Lexington Chapter of Financial Service Professionals
Presents:
"Retirement Planning and Distribution Affected by Tax Reform Act"
Thanks to our meeting sponsor:
Advising retirees on how much or when to take income has been affected by the new tax reform act of 2018. This presentation will show how the reform act has affected retirement income options but also what options are still beneficial to retirees.
Speaker: Mike McGlothlin
1 Hour of
CE, CLE, CFP, and CPE
has been applied for
.
Tuesday, October 9, 2018
11:30 a.m. - 1:00 p.m.
Chophouse
2640 Richmond Road
Lexington, KY
Lunch is included
Meeting Registration fee:
$20 Member pay on-line in advance
$25 Member pay at door
$50 Potential Member
FREE for first time membership eligible guests.
Not a current Member?
Click the link below to join!
http://myfsp.financialpro.org/signin?ReturnURL=~/JoinOptions
______________________________________________
Sponsors
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:
Jeff Schriefer, CTFA--President
Taylor Stuckey, CPA, JD, MS--Vice President
Daniel King, CPA, CFP, PFS--Secretary/Treasurer
Melissa Gayheart, JD--Immediate Past President
Malinda A. Shepherd, MFS, CLU, ChFC
William Atkins, CPA
William B. Cox, CLU, CASL, CLTC, ChFC, LUTCF
Genevie Osborn, MBA
Elden Cox, CIC
Randall Young, CFP
Kimberly Johnson, CLF
FSP Lexington - PMB 150-042 3735 Palomar Center Dr, Lexington, KY 40513 - 859.893.1861
email:
Melissa.HornFSP@gmail.com
Lexington Chapter of Society of Financial Service Professionals.
All rights reserved. Visit national Society of FSP at
www.societyoffsp.org
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