Making Retirement More Efficient

  • 17 Nov 2020
  • 12:00 PM - 1:00 PM
  • ZOOM


  • Join this virtual FSP Meeting for FREE!

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      Lexington Chapter of Financial Service Professionals

"Making Retirement More Efficient

Speaker: Mike McGlothlin, Ash Brokerage Retirement VP

Tuesday, November 17th 2020
12:00PM - 1:00PM

Best-Selling Author and National Society of FSP President Tackles “Making Retirement Income More Efficient” in Presentation to Lexington Financial Service Professionals

LEXINGTON—Dramatic shifts are taking place in the retirement planning landscape. In his November 17th virtual presentation, best-selling author Mike McGlothlin, ChFC, CLU, CFP, LUTCF, will provide financial service professionals with tools to address these shifts—providing improved planning strategies that meet best interest standards for many Americans.

Takeaways from Mike’s presentation, include:

·       Understanding major shifts that affect how planners need to create retirement income

·       Identification of Treasury rulings that benefit the long-term success of a client’s retirement income strategy

·       How to take risk off the table

·       How to optimize the retirement income portfolio

Mike McGlothlin is executive vice president of retirement for Ash Brokerage in Fort Wayne, Indiana, and the 2020-21 national president of the Society of Financial Service Professionals.

You will be "thankful" for attending this presentation! 

Approved for 1 hour of CE, CLE, CFP and CPE Credit. 

*Leaving the virtual meeting early will disqualify you from receiving CE, CLE, CFP or CPE Credit



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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:
     Taylor Stuckey, CPA, JD, MS --President
 Kimberly Johnson, CLF, CLTC --Vice President           
Daniel King, CPA, CFP, PFS--Secretary/Treasurer 
Jeff Schriefer, CTFA--Immediate Past President 
 Melissa Gayheart, JD
      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

 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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