DOL / Fiduciary Update

  • 12 Apr 2022
  • 11:30 AM - 1:00 PM
  • Sedona Taphouse - 1950 Newtown Pike Suite 100, Lexington, KY 40511


  • Includes Lunch and CE credit provided

Registration is closed

      Lexington Chapter of Financial Service Professionals

 "DOL / Fiduciary Update"

Once again this is a Camellia-type topic as it continues to change daily.  Nonetheless, Greg Kasten will present some light on what the final shape of the Fiduciary/DOL Requirements will look like.

Tuesday, April 12th 2022 -11:30AM - 1:00PM

Sedona Taphouse

1950 Newtown Pike Suite 100, Lexington, KY 40511


Approved for: 1 hour of CE, CFP, CLE and CPE credits


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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. 
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