"DOL Update"

  • 08 Jan 2019
  • 11:30 AM - 1:00 PM (EST)
  • Chop House, 2640 Richmond Road, Lexington, KY

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      Lexington Chapter of Financial Service Professionals
Presents:

"DOL Update"

The DOL and FINRA have been up and down with their "best interest" regulations to the point that advisors are uncertain as to which regulation they should follow.  This presentation will help clear up some of that gray area as well as give us some insight to the future path FINRA may take with regards to fiduciary responsibilities.


Speaker:  Greg Kasten, MD, MBA, CFP, CPC, AIFA

    Approved for 1 Hour of CE, CPE, CFP and CLE. 
               
Tuesday, January 8, 2019

The Chop House
2640 Richmond Road
Lexington, Kentucky

Lunch is included.    
         
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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. 
       
       

 

   
                  
             
 
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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 - 859.420.8922 
 Lexington Chapter of Society of Financial Service Professionals. 
All rights reserved.  Visit national Society of FSP at www.societyoffsp.org
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