Chapter Meetings

Date: Tuesday, August 9
Location: Audubon Country Club • Louisville, Kentucky
Time: 9:15 AM to 2:30 PM

Continuing Education and Lunch

4 Hours CFP® CE

Sponsored by:

ENVESTNET
 
Key Contact: Matt Erickson


Schedule of Events:

9:15 -- Registration

9:30 -- Recent Trends in the RIA Channel
Presented by John Phoenix

The recent move to larger practices acquiring smaller RIA practices and the advant of aggregation firms, building practices through the acquisition of multiple RIAs leads into a discussion of organize vs inorganic growth within RIAs and the challenges that RIAs are facing in this area.
1 hr. CFP CE applied for

10:30 -- Advisor Strategies for Retirement Accumulation
Presented by John Danahy, Senior Vice President, Fidelity Investments
1 hr. CFP CE applied for

11:45 -- Lunch, Chapter Messages and Meeting

12:30 -- Self Directed IRA: Alternative Asset Holdings within an IRA
Presented by Tim Kuhman, Vice President and General Counsel, Kingdom Trust Co.
2 hrs CFP CE applied for

Cost:    

FPA Members -- $60
Non members -- $75

Make checks payable to FPA-KENTUCKIANA.  For reservations call or e-mail: FPA KENTUCKIANA or 502- 253-0045. 

For additional information or to become an FPA member go to www.fpanet.org or contact Don Garton, Chapter Membership Chairman.

 

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