Lexington Chapter of Financial Service Professionals
Presents
"Update on DOL & Fiduciary Regulations"
With a new sherriff in town, will rules change? Pete Swisher, CFP, CPC will present the facts and speculation of the fiduciary rules under a new regime. Pete is well informed and up to date with all the recent movements regarding the upcoming fiduciary regulations, so come and learn first hand what changes are forthcoming.
This presentation has been submitted for CE, CLE, and CFP approval.
Tuesday, February 14, 2017
11:30 a.m. - 1:00 p.m.
Peter Swisher, CFP, CPC, is the Senior Vice President and National Sales Director for Pentegra Retirement Services and is known nationally for his work on retirement plan governance. He is the author of 401(k) Fiduciary Governance: An Advisor's Guide, a handbook on fiduciary law and practice for retirement plan specialists and fiduciaries. A prolific writer and speaker, Swisher is actively involved the National Association of Plan Advisors (NAPA) and the American Retirement Association (ARA).
Chophouse
2640 Richmond Road
Lexington, KY
Lunch is included
Registration fee:
$20 Member pay on-line in advance
$25 Member pay at door
$50 Potential Member
FREE for Members that bring a First Time
Membership Eligible Guest. Guest is also FREE.
Not a current Member?
Click the link below to join!
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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:
Melissa Gayheart JD--President
Jeff Schriefer, CTFA--Vice President
Daniel King, CPA, CFP, PFS--Secretary/Treasurer
Timothy Dunn, JD--Immediate Past President
Malinda A. Shepherd, MFS, CLU, ChFC
William Atkins, CPA
Robert Williams, CFP, APR, AIF
William B. Cox, CLU, CASL, CLTC, ChFC, LUTCF
Genevie Osborn, MBA
Elden Cox, CIC
Randall Young, CFP
Taylor Stuckey, CPA, JD, MS
