Calendar of Events



Upcoming events

    • 20 Nov 2018
    • 3:00 PM - 5:00 PM (EST)
    • The Hillary J Boone Center at University Of Kentucky
    Register

     
          Lexington Chapter of Financial Service Professionals
    Presents:

    Social Security--"The Do's and Don'ts"

    Social Security has become a cornerstone to retirement income planning but there are still a lot of "Do's and Don'ts"
     or "What Ifs" that advising one's client has become a very tricky process.  This presentation will provide a lot of information regarding the "Do's and Don'ts" as well as answers to the "What Ifs".  Advisors will obtain valuable and useful information that they can share with their clients to maximize their social security benefits.


    Speaker:  Marc Kiner, CPA

    Marc has 35 years experience in public accounting. He recently sold his CPA practice to concentrate on Social Security. His primary areas of service were to privately held businesses and individuals. Marc also consulted with clients on a variety of complex tax and business issues. He obtained his Bachelors of Science degree in Accounting and Finance and a Masters Degree from the University of Cincinnati. 


       2 Hours of CE, CLE, CFP, and CPE have been applied for.
                 
    Tuesday, November 20, 2018

    3:00 - 5:00 pm
      
    WITH

    A social/networking event immediately following the meeting.

    The Hillary J. Boone Center at The University of Kentucky
    500 Rose Street
    Lexington, Kentucky

    ___________________________________

    Member Pay On-line in Advance:  $45.00
    Member Pay at the Door:   $50.00
    Potential Member:  $75.00
    First Time Membership Eligible Guest:   $20.00
          
             
    Not a current 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. To learn more about our sponsorship opportunities, please contact Kim Johnson @ kim.johnson@onecommonwealthfinancialgroup.com.





           
             


                                   
                
              
            
                 
     
    _________________________________________
    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       

    • 08 Jan 2019
    • 11:30 AM - 1:00 PM (EST)
    • Chop House, 2640 Richmond Road, Lexington, KY

     
          Lexington Chapter of Financial Service Professionals
    Presents:

    "DOL Update"


    Speaker:  Greg Kesten

        
                            1 Hour of CE, CLE, CFP, and CPE has been applied for.
                 
    Tuesday, January 8, 2019

    The Chop House
    2640 Richmond Road
    Lexington, Kentucky

    Lunch is included.    
             
    Not a current 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       

    • 12 Feb 2019
    • 11:30 AM - 1:00 PM (EST)
    • Chop House, 2640 Richmond Road, Lexington, KY

     
          Lexington Chapter of Financial Service Professionals
    Presents:

    "Long Term Care--ways to fund, the need for planning and types of plans to consider


    Speaker:  TBA

        
                            1 Hour of CE, CLE, CFP, and CPE has been applied for.
                 
    Tuesday, February 12, 2019

    The Chop House
    2640 Richmond Road
    Lexington, Kentucky

    Lunch is included.    
             
    Not a current 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       

    • 12 Mar 2019
    • 11:30 AM - 1:00 PM (EDT)
    • Chop House, 2640 Richmond Road, Lexington, KY

     
          Lexington Chapter of Financial Service Professionals
    Presents:

    "Imploding UL's"


    Speaker:  TBA

        
                            1 Hour of CE, CLE, CFP, and CPE has been applied for.
                 
    Tuesday, March 12, 2019

    The Chop House
    2640 Richmond Road
    Lexington, Kentucky

    Lunch is included.    
             
    Not a current 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       

    • 19 Apr 2019
    • (EDT)
    • TBA

     
          Lexington Chapter of Financial Service Professionals
    Presents:

    Spring Social Event for FSP Members


    Location & Date:  TBA

        
                                        
    Not a current 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       

    • 14 May 2019
    • 11:30 AM - 1:00 PM (EDT)
    • The Chop House, 2640 Richmond Road, Lexington, Kentucky

     
          Lexington Chapter of Financial Service Professionals
    Presents:

    Special Needs or Senior Care Planning


    Speaker:  TBA

        
                            1 Hour of CE, CLE, CFP, and CPE has been applied for.
                 
    Tuesday, May 14, 2019

    The Chop House
    2640 Richmond Road
    Lexington, Kentucky

    Lunch is included.    
             
    Not a current 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

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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