DOL/NAIC Annuity Regulation Update

  • 14 Sep 2021
  • 11:30 AM - 1:00 PM
  • Roosters - Richmond Rd. (Old Chop House Location) 2640 Richmond Rd, Lexingotn KY 40509

Registration

  • for current member of FPS to receive a zoom link to the meeting - $10
  • for guests who would like to attend the meeting via Zoom
  • Includes Lunch and CE credit provided

Registration is closed



 
      Lexington Chapter of Financial Service Professionals
Presents:

 "DOL/NAIC Annuity Regulation Update"

Speaker: Malinda Shephard


Tuesday, September 14th

11:30AM - 1:00PM


Roosters - Richmond Rd. 
(Old Chop House Location)
2640 Richmond Road
Lexington, KY 40509

  

DOL and NAIC are both requiring additional training for Advisors to sell annuities and Kentucky will be accepting thisnew regulation. This meeting will inform advisors as to "why and how" this new regulation is being implemented.

Approved for 1  hour credit - CE, CPE, CLE and CFP. 

         


Not a current Member?

Click the link below to join!

                      
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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:
     
     
 Kimberly Johnson, CLF, CLTC --President 

Genevie Osborn - Vice President     
    
Daniel King, CPA, CFP, PFS--Secretary/Treasurer 

Taylor Stuckey, CPA, JD, MS --Immediate President 

Jeff Schriefer, CTFA

Melissa Gayheart, JD

William Atkins, CPA

William B. Cox, CLU, CASL, CLTC, ChFC, LUTCF     

Randall Young, CFP

 Malinda A. Shepherd, MFS, CLU, ChFC            


 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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