401K Plans - Past, Present, and Future

  • 08 Feb 2022
  • 11:30 AM - 1:00 PM
  • The Cellar Bar & Grille - 3256 Lansdowne Dr, Lexington, KY 40502


  • 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

 "401K Plans - Past, Present, and Future"

Covid-19, CARES ACT and The SECURE Act have brought on some direct effects on 401K Plans; some good and some not so good.  Joey Payne’s presentation will provide an understanding of how 401K plans have been affected and will they be the primary retirement saving vehicle for today’s workers.

Tuesday, February 8th 2022 11:30AM - 1:00PM

The Cellar Bar & Grille
3256 Lansdowne Dr, Lexington, KY 40502


Approval pending: 1 hour of CE, CFP, CLE and CPE credits


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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:
 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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