Lexington Chapter of Financial Service Professionals
Presents:
"529 Accounts"
Presented by: Lance Owens, American Funds
529 plans are more than a way to save money for educational costs. Financial professionals who understand the full scope of 529 plan benefits can provide a more meaningful discussion with clients about 529 plans. This presentation will give the attendees the full scope of 529 benefits so they will leave valuable knowledge to better serve their clients.
Tuesday, May 9th 2023 -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.
Next Months Meeting:
"Behavioral Finance" presented by Nicole Stork-Hestad! CLICK HERE to register for our June meeting!
Not a current Member?
Click the link below to join!
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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.
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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
