Lexington Chapter of Financial Service Professionals
Presents:
Elder Law Planning
Presented by Matthew T. Smith
Elder Law Lawyers
When do you discuss elder law issues with your clients? What topics should be included in the conversation? What challenges arise and how do you plan for them?
This will be a joint meeting with Bluegrass Estate Planning Council.
“WHEN, WHY AND HOW” specific to elder care planning.
*1st* Tuesday, February 6th, 2024
11:30AM - 1:00PM
Location:
DoubleTree Guest Suites, 2601 Richmond Rd.,
Lexington, KY
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
