Calendar of Events



Upcoming events

    • 09 Apr 2024
    • 11:30 AM - 1:00 PM
    • No Meeting



     
          Lexington Chapter of Financial Service Professionals
    Presents:

     

    Tuesday, April 9th, 2024  -

    No Meeting

    Location:



    Not a current Member?

    Click the link below to join!

                          
    ______________________________________________

    Thank you to our 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. 
           
    EdgeCo Holdings Announces Agreement with Unified Trust to Become Part of American Trust Subsidiary | Business Wire



            

                 

     

    _________________________________________


    Lexington Chapter FSP Board of Directors:    
       

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

    Daniel King, CPA, CFP, PFS--Secretary/Treasurer

    Genevie Osborn, MBA, CPFA - Past President


     Kimberly Johnson, CLF, CLTC
    Jeff Schriefer, CTFA
    Melissa Gayheart, JD
    William Atkins, CPA
    Taylor Stuckey, CPA, JD, MS
    Randall Young, CFP
    Austin Duvall, CFP



    • 14 May 2024
    • 11:30 AM - 1:00 PM
    • J-Renders Speakeasy - 3191 Beaumont Centre Cir Lexington, KY 40513
    Register



     
          Lexington Chapter of Financial Service Professionals
    Presents:

    Medicare


    T
    uesday, May 14th, 2024  -

    11:30AM - 1:00PM

    Location:
    J-Renders Speakeasy

      3191 Beaumont Centre Cir
    Lexington, KY 40513

    Approved for: 1 hour of CE, CFP, CLE and CPE credits for those who attend.


    Not a current Member?

    Click the link below to join!

                          
    ______________________________________________

    Thank you to our 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. 
           
    EdgeCo Holdings Announces Agreement with Unified Trust to Become Part of American Trust Subsidiary | Business Wire



            

                 

     

    _________________________________________


    Lexington Chapter FSP Board of Directors:    
       

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

    Daniel King, CPA, CFP, PFS--Secretary/Treasurer

    Genevie Osborn, MBA, CPFA - Past President


     Kimberly Johnson, CLF, CLTC
    Jeff Schriefer, CTFA
    Melissa Gayheart, JD
    William Atkins, CPA
    Taylor Stuckey, CPA, JD, MS
    Randall Young, CFP
    Austin Duvall, CFP



  • TBD

    • 11 Jun 2024
    • 11:30 AM - 1:00 PM
    • J-Renders Speakeasy - 3191 Beaumont Centre Cir Lexington, KY 40513
    Register



     
          Lexington Chapter of Financial Service Professionals
    Presents:

    TBD

    Tuesday, June 11th, 2024  -

    11:30AM - 1:00PM

    Location:
    J-Renders Speakeasy

      3191 Beaumont Centre Cir
    Lexington, KY 40513

    Approved for: 1 hour of CE, CFP, CLE and CPE credits for those who attend.


    Not a current Member?

    Click the link below to join!

                          
    ______________________________________________

    Thank you to our 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. 
           
    EdgeCo Holdings Announces Agreement with Unified Trust to Become Part of American Trust Subsidiary | Business Wire



            

                 

     

    _________________________________________


    Lexington Chapter FSP Board of Directors:    
       

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

    Daniel King, CPA, CFP, PFS--Secretary/Treasurer

    Genevie Osborn, MBA, CPFA - Past President


     Kimberly Johnson, CLF, CLTC
    Jeff Schriefer, CTFA
    Melissa Gayheart, JD
    William Atkins, CPA
    Taylor Stuckey, CPA, JD, MS
    Randall Young, CFP
    Austin Duvall, CFP



Past events

12 Mar 2024 Fiduciary Updates - Dr. Gregory W. Kasten
06 Feb 2024 Elder Law Planning - Matthew T. Smith, Elder Law Lawyers
12 Dec 2023 Holiday Social Gathering
14 Nov 2023 SECURE 2.0 - Retirement Plan Updates
10 Oct 2023 Making Retirement Income More Efficient
12 Sep 2023 Succession Planning & Selling a Family Business
13 Jun 2023 Behavioral Finance
09 May 2023 529 Accounts
11 Apr 2023 Bluegrass Care Navigators
14 Mar 2023 Fiduciary / Secure Act 2 Updates
07 Feb 2023 Trust and Estate Administration Issues and What We Need to Know as Estate Planners
10 Jan 2023 Understanding Social Security Choices
06 Dec 2022 FSP Social
08 Nov 2022 Eldercare: A Conversation Every Family Should Have
11 Oct 2022 Retirement Thought Leadership
06 Sep 2022 Business Owner's Journey Toward Wealth Empowerment
14 Aug 2022 End of Summer FSP Social Event
14 Jun 2022 Changes in the LTCI Market
10 May 2022 Bluegrass Care Coordinators
12 Apr 2022 DOL / Fiduciary Update
08 Feb 2022 401K Plans - Past, Present, and Future
11 Jan 2022 Proposed Income Tax Changes
02 Dec 2021 FSP Holiday Social
09 Nov 2021 Understanding Social Security Choices
12 Oct 2021 Cash Flow and Net Worth during Retirement, and then Legacy
14 Sep 2021 DOL/NAIC Annuity Regulation Update
08 Jun 2021 June FSP Meeting - Preparing your clients now for possible estate and income tax changes to come
11 May 2021 Social Security - Family First
13 Apr 2021 April Social Event TBA
09 Mar 2021 MEDICARE AND SENIOR HEALTH CARE
09 Feb 2021 Fiduciary / DOL update
12 Jan 2021 Financial Planning for Special Needs Children
17 Nov 2020 Making Retirement More Efficient
20 Oct 2020 IRA Distribution and Retirement Planning under the Secure Act
15 Sep 2020 Irrevocable Trusts Modification
10 Mar 2020 Fiduciary Update
11 Feb 2020 Medicare Planning
14 Jan 2020 Testamentary Vs Living Trust
12 Nov 2019 Opportunities in Retirement Crisis
08 Oct 2019 ESOPS
10 Sep 2019 Veterans Benefits
23 Aug 2019 Social Security "Boot Camp"
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  

 Lexington Chapter of Society of Financial Service Professionals. 
All rights reserved.  Visit national Society of FSP at www.societyoffsp.org
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