Fiduciary / Secure Act 2 Updates

  • 14 Mar 2023
  • 11:30 AM - 1:00 PM
  • J-Renders Speakeasy - 3191 Beaumont Centre Cir Lexington, KY 40513

Registration

  • Includes Lunch and CE credit provided

Registration is closed



 
      Lexington Chapter of Financial Service Professionals
Presents:

 "Fiduciary / Secure Act 2 Updates"

Please join us as Greg Kasten presents recent Fiduciary / Secure Act 2 Updates. 


T
uesday, March 14th  -11:30AM - 1:00PM

Location:
J-Renders Speakeasy
  3191 Beaumont Centre Cir
Lexington, KY 40513

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


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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




 

                  
             

 

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Lexington Chapter FSP Board of Directors:    
   

Genevie Osborn, MBA, CPFA --President 
William B. Cox, CLU, CASL, CLTC, ChFC, LUTCF - Vice President
Daniel King, CPA, CFP, PFS--Secretary/Treasurer
 Kimberly Johnson, CLF, CLTC--Immediate President
Jeff Schriefer, CTFA
Melissa Gayheart, JD
William Atkins, CPA
Taylor Stuckey, CPA, JD, MS
Randall Young, CFP
Austin Duvall, CFP



 FSP Lexington - PMB 150-042 3735 Palomar Center Dr, Lexington, KY 40513 - 859.893.1861
 Lexington Chapter of Society of Financial Service Professionals. 
All rights reserved.  Visit national Society of FSP at www.societyoffsp.org
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