Lexington Chapter of Financial Service Professionals
Financial Services Symposium
Friday, June 5, 2015
1:00 p.m. - 4:30 p.m.
"Financial Services Symposium"
With
Stuart Tugman, CLU, ChFC, FLMI, AEP
Gregory Kasten, MD, MBA, CFP, CPC, AIFA
Stuart Tugman, CLU, ChFC, FLMI, AEP presentation on Business Continuation Planning including:
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Federal Income Tax Changes
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Types of Business Entities
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Death, Disability or Retirement of an Owner
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Conflicting Interests of Owners
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Transfer Arrangements
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Court Cases and Much More
Gregory Kasten, MD, MBA, CFP, CPC, AIFA presentation on Understanding the Risks, Liabilities, Costs, and Protections for a Fiduciary Including:
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What It Means to be a Fiduciary
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Types of Fiduciaries
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Fiduciary Best Practices
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DOL Universal Fiduciary Standard
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Current ERISA Litigation
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Tibble v. Edison US Supreme Court Decision
3 Hours CLE, CE, CPE, CFP
Registration fee:
Members $50
Potential Members $75
Malone's Banquets (above Sals)
3347 Tates Creek Road
Lexington, Kentucky
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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.
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Lexington Chapter FSP Board of Directors:
Timothy Dunn, JD--President
Melissa Gayheart JD--Vice President
Daniel King, CPA, CFP, PFS--Secretary/Treasurer
Randall F. Wright, ChFC, CMFC--Immediate Past President
William "Al" Wilson, CLU, ChFC, CRPC
Malinda A. Shepherd, MFS, CLU, ChFC
Burke Christensen, JD, CLU
Richard Wehrle, JD, CPA
Robert Williams, CFP, APR, AIF
Douglas Vowels
John H. Kiebler, Jr., HIA, MHP, PAHM, LUTCF, CBC
William Atkins, CPA
