Calendar of Events



Upcoming events

    • 23 Aug 2019
    • 8:00 AM - 4:30 PM (EDT)
    • Bank of the Bluegrass training building behind the Bank of the Bluegrass location at 215 Southland Drive in Lexington
    Register

     
          Lexington Chapter of Financial Service Professionals
    Presents:

    Social Security Boot Camp

    The Lexington Chapter of the Society of Financial Service Professionals is partnering with Premier Social Security Consulting to give you more opportunity to grow your practice and increase your revenue.

    Seventy-eight million baby boomers are either currently eligible or will soon be eligible for Social Security. With PSSC training, you can help your clients receive maximum Social Security benefits through your astute analysis of filing options.

    Credibility and reputation are important. Let your clients know that you have invested in their future by investing in your own training by attending this one-day social security “Boot Camp”.  This education is ideal for helping CPAs, financial advisors, attorneys and other professional advisors understand the Social Security program to help clients navigate the Social Security maze and better answer their questions.

    Social Security Education Covers the Following Topics:

    Social Security Eligibility
    Review of the annual earnings/benefits statements
    Types of SS – Retirement, Survivorship, Disability, Family Benefits
    Windfall Elimination Provision Government Pension Offset
    How benefits are calculated
    Spousal benefits
    Children/family benefits
    Strategies to maximize Social Security benefits
    Medicare
    Situational social security along with plenty of case studies


    Approved for 8 hours of CE, CPE and CFP. CLE pending.

    Lunch included!

    Friday, August 23rd 8:00-4:30.

    Only $350!

    Limited seating so reserve your space today! The meeting will take place in the Bank of the Bluegrass training building which is located behind the Bank of the Bluegrass location at 215 Southland

    Drive in Lexington.  Click on the link below to register or RSVP to Melissa Horn at melissahorn.fsp@gmail.com


    Not a member?  Click the link below to join!

                       
    ______________________________________________
     

    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. 
           


     

                                               
                      
                 

     
    _________________________________________
    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       

Past events

11 Jun 2019 Veterans Benefits
14 May 2019 Special Needs Planning
19 Apr 2019 A Day at Keeneland "Members Only"
12 Mar 2019 "Financial Security"
12 Feb 2019 "LTC--ways to fund, the need for planning and types of plans to consider"
08 Jan 2019 "DOL Update"
20 Nov 2018 "Social Security--The Do's and Don'ts"
09 Oct 2018 "Retirement Planning and Distribution Affected by Tax Reform Act"
11 Sep 2018 "Planning For Pass Through Businesses"
12 Jun 2018 "Prenuptial Agreements"
08 May 2018 Long Term Care--Consequences Of Not Planning For LTC
20 Apr 2018 MEMBERS ONLY -- A Day at the Races
13 Mar 2018 Estate Planning--Key Topics for Future Planning
06 Feb 2018 "Asset Protection Planning"
17 Jan 2018 "Federal & State Legislative & Regulatory Changes"
07 Nov 2017 FSP Lexington "Keys to Effective Exit Planning and Business Continuation"
10 Oct 2017 DOL/Fiduciary Regulations Update
12 Sep 2017 How Do ESOPs Really Work?
13 Jun 2017 Charitable Planning May Be The Best Succession Planning for Family and Closely-Held Businesses
16 May 2017 Social Security--The New Changes & Planning Options & Networking Event
14 Mar 2017 Retirement--Do Annuities Have A Place In Retirement Planning?
17 Feb 2017 Update on DOL & Fiduciary Regulations
10 Jan 2017 Update from the Kentucky Department of Insurance
16 Nov 2016 Supplemental Retirement Plans for Executives and Entrepreneurs VTC
11 Oct 2016 Reverse Mortgages--A Rebirth But Are They Still?
13 Sep 2016 Cyber Lisability Insurance--Do You Really Need It?
18 May 2016 A Financial Professional's Ultimate Survival Guide for the Challenging New Fiduciary Landscape
10 May 2016 Financial Services Symposium "Elder Care"
28 Apr 2016 Lexington Chapter of FSP Spring Social
12 Apr 2016 Primer on Prenuptial Agreements
05 Apr 2016 Lexington FSP Members are invited to join the EKU Risk Management & Insurance Program for the Bob Morgan Insurance Conference
08 Mar 2016 Ethics
09 Feb 2016 Social Security Planning
19 Jan 2016 "Proposed Fiduciary Rule and It's Impact" with Congressman Andy Barr
11 Nov 2015 "Techniques and Strategies for Creating a Retirement Income You Can Live With"
13 Oct 2015 Cyber Security and Risk Management
17 Sep 2015 Lexington Chapter of FSP Members Fall Social
08 Sep 2015 September 2015 FSP Lexington Meeting "The Good, The Bad, The Ugly: US Captive Industry at a Crossroads"
05 Jun 2015 June 2015 FSP Lexington Financial Services Symposium
28 May 2015 Board of Directors Annual Planning Meeting
12 May 2015 May 2015 FSP Lexington Meeting "Ethics"
30 Apr 2015 Board of Directors Meeting
28 Apr 2015 Lexington Chapter of FSP Members Spring Social
15 Apr 2015 Keeneland Networking Event Hosted by the Lexington Employee Benefits Council
09 Apr 2015 Lexington Chapter of FSP and EKU--Risk Management & Insurance Presents Insurance Day 2015
26 Mar 2015 Board of Directors Meeting
18 Mar 2015 March 2015 FSP Lexington Joint Meeting with the Lexington Employee Benefits Council
26 Feb 2015 Board of Directors Meeting
10 Feb 2015 February 2015 FSP Lexington Meeting "Long Term Care Estate Planning Issues 2015"
29 Jan 2015 Board of Directors Meeting
06 Jan 2015 January 2015 FSP Lexington Joint Meeting with the Bluegrass Estate Planning Council
11 Dec 2014 Board of Directors Meeting
11 Nov 2014 November 2014 FSP Lexington Joint Meeting with The Fayette County Bar Association
30 Oct 2014 Board of Directors Meeting
14 Oct 2014 October 2014 FSP Lexington Meeting--"The Social Security Labyrinth"
25 Sep 2014 Board of Directors Meeting
11 Sep 2014 Join the Lexington Chapter of FSP for the EKU Risk Management And Insurance Golf Outing
09 Sep 2014 September 2014 Affordable Care Act (ACA) Update by DJ Wasson
28 Aug 2014 Board of Directors Meeting
31 Jul 2014 Board of Directors Meeting
10 Jun 2014 Lexington FSP Annual Meeting with Stu Tugman
29 May 2014 Board of Directors Annual Planning Meeting
21 May 2014 May 2014 Joint Meeting with Lexington Employee Benefits Council
24 Apr 2014 Board of Directors Meeting
22 Apr 2014 EKU--Risk Management & Insurance Presents Insurance Day 2014
27 Mar 2014 Board of Directors Meeting
25 Mar 2014 Lexington Chapter of FSP Spring Social
11 Mar 2014 National Society of Financial Professionals Video Teleconference
11 Feb 2014 The 2014 Financial Service Symposium
07 Jan 2014 January 2014 Joint Meeting with BGEPC
 FSP Lexington - PMB 150-042 3735 Palomar Center Dr, Lexington, KY 40513 - 859.420.8922 
 Lexington Chapter of Society of Financial Service Professionals. 
All rights reserved.  Visit national Society of FSP at www.societyoffsp.org
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