Lexington Chapter of Financial Service Professionals
Presents:
Special Needs Planning
Financial advisors and estate planning attorneys should always ask if there is a special needs loved one to plan for. If the answer is "yes" then there are more questions to ask. Do you know these questions and the answers to them? Our presenter, Karen Perch, will inform us of the questions to ask and the answers we might receive. With this information financial advisors and estate planners can better protect both their clients and themselves.
Approved for 1 Hour of CE, CLE, CFP, and CPE
Tuesday, May 14, 2019
The Chop House
2640 Richmond Road
Lexington, Kentucky
Lunch is included.
Member Pay In Advance: $20.00
Member Pay At Door: $25.00
Potential Member: $50.00
**Registration is FREE for a first time membership eligible guest.**
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:
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
