Lexington Chapter of Financial Service Professionals
Presents:
Fiduciary Updates
Presented by Dr. Greg Kasten
Founder of Unified Trust, now American Trust, Dr. Gregory W. Kasten
will provide an update on fiduciary legislation and other matters
Tuesday, March 12th, 2024 -
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!
______________________________________________
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.
_________________________________________
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