Lexington Chapter of Financial Service Professionals
Presents:
"SECURE 2.0 - Retirement Plan Updates"
Presented by Leslie O'Bryan, QPA, QKA
Chief Executive OFficer, Benefits Administrators
SECURE 2.0 paved the way for many updates to retirement plans and the last 11 months have been focused on addressing the implementation of these changes.
Learn about the changes and the NEW timelines for meeting
certain parameters of the law
Tuesday, November 14th, 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.
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:
William B. Cox, CLU, CASL, CLTC, ChFC, LUTCF - President
Daniel King, CPA, CFP, PFS--Secretary/Treasurer
Genevie Osborn, MBA, CPFA - Past President
Kimberly Johnson, CLF, CLTC
Jeff Schriefer, CTFA
Melissa Gayheart, JD
William Atkins, CPA
Taylor Stuckey, CPA, JD, MS
Randall Young, CFP
Austin Duvall, CFP
