Special Needs Planning

  • 14 May 2019
  • 11:30 AM - 1:00 PM
  • The Chop House, 2640 Richmond Road, Lexington, Kentucky


Registration is closed

      Lexington Chapter of Financial Service Professionals

Special Needs Planning

Financial advisors and estate planning attorneys should always ask if there is a special needs loved one to plan for.  If the answer is "yes" then there are more questions to ask.  Do you know these questions and the answers to them?  Our presenter, Karen Perch, will inform us of the questions to ask and the answers we might receive.  With this information financial advisors and estate planners can better protect both their clients and themselves.

Approved for 1 Hour of CE, CLE, CFP, and CPE 

Tuesday, May 14, 2019

The Chop House
2640 Richmond Road
Lexington, Kentucky

Lunch is included.    

Member Pay In Advance:   $20.00

Member Pay At Door:  $25.00

Potential Member:  $50.00

**Registration is FREE for a first time membership eligible guest.**

Not a current Member?

Click the link below to join!


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