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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Financial Planning Association of Kentuckiana, Louisville, KY (2026)

01/10/2024

Networking Mixer FPA Kentuckiana and CFA Society Louisville

Celebrate the new year with new friends and colleagues! During our first event of 2024, members of FPA Kentuckiana and CFA Society Louisville will meet, mix and mingle at this introductory networking event. Come meet new folks while enjoying tasty morsels and beverages.

SPACE IS LIMITED. ADVANCED REGISTRATION IS REQUIRED!

Thursday, January 25, 2024 from 5:00 PM to 6:30 PM EST

Black Rabbit Lounge & Speakeasy
122 Sears Avenue
Louisville, KY 40207

Celebrate the new year with new friends and colleagues! During our first event of 2024, members of FPA Kentuckiana and CFA Society Louisville will meet, mix and mingle at this introductory networking event. Come meet new folks while enjoying tasty morsels and beverages. SPACE IS LIMITED. ADVANCED RE...

11/14/2023

Financial Planning Association of Kentuckiana Quarterly Meeting

Please join us for the FPA of Kentuckiana
quarterly meeting!

Thursday, November 16, 2023 8:30 a.m. to 11:30 a.m.

Big Spring Country Club
5901 Dutchmans Lane
Louisville, KY 40205

8:30 a.m. Breakfast, Announcements/Sponsor recognition and Networking

9:00 a.m - 9:50 a.m. "Rethink How to Win Executives:
The surprising impact of gender on engaging HNW breadwinners" presented by Laura Gregg, Senior Manager, Northern Trust
One hour CFP CE credit provided by Northern Trust

9:50 a.m. - 10:40 a.m. “Bonds Are Different: Resolving the Active vs. Passive Debate.” presented by James Willbrand, Senior Vice President, PIMCO
One hour CFP CE credit provided by PIMCO

10:50 a.m. - 11:30 a.m. Advisor Spotlight featuring
Andy Hanlein, Investment Adviser, General Securities Principal, MBA, President and
Michael Hanlein Investment Adviser, General Securities Principal, Financial Principal,
Alexander Investment Services. Don't miss what this father/son duo has to share!

Please join us for the November 16 meeting of FPA of Kentuckiana. We will begin with breakfast and networking, two informative presentations, an Advisor Spotlight and wrap up before lunch. Join us at Big Spring Country Club!

10/31/2023

FPA Kentuckiana Quarterly Meeting

Thursday, November 16, 2023 8:30 a.m. to 11.30 a.m.

Big Spring Country Club
5901 Dutchmans Lane
Louisville, KY 40205

AGENDA

8:30 a.m. Breakfast, Announcements/Sponsor recognition and Networking

9:00 a.m - 9:50 a.m. "Rethink How to Win Executives:
The surprising impact of gender on engaging HNW breadwinners" presented by Laura Gregg, Senior Manager, Northern Trust

9:50 a.m. - 10:40 a.m. “Bonds Are Different: Resolving the Active vs. Passive Debate.” presented by James Willbrand, Senior Vice President, PIMCO One hour CFP CE credit provided by PIMCO

10:50 a.m. - 11:30 a.m. Advisor Spotlight

Please join us for the November 16 meeting of FPA of Kentuckiana. We will begin with breakfast and networking, two informative presentations, an Advisor Spotlight and wrap up before lunch. Join us at Big Spring Country Club!

09/13/2023

FPA Kentuckiana Coffee Bagels and Networking

Join us on Thursday, September 14 8:30 a.m. at the Cerity Partners office, 2201 High Wickham Place for our next Networking event. We look forward to this opportunity to get acquainted.

Hope to see you there!

Please join us on Thursday, September 14 for our next Coffee, Bagels and Networking event. We look forward to this opportunity to share ideas and get acquainted. We'll provide the coffee and bagels - you provide the ideas. Hope to see you there!

08/09/2023

FPA Kentuckiana, FPA Southwestern Ohio & CFA Society of Cincinnati Joint Mini-Symposium with Jeff Levine

Thursday, August 24, 2023 8:15 a.m. to 12.30 p.m.

Braxton Brewing Company
27 W 7th St.
Covington, KY 41011

Below is the link to register and the agenda for the symposium:

Agenda:

8:15am - 9:00am: registration & networking

9:00am - 10:00am: Session - An Advisor's Guide to the New 20% Pass-Through Deduction

10:00am - 10:15am: Break

10:15am - 11:15am: Session - Principles of Tax Planning for Financial Advisors

11:15am - 11:30am: Break

11:30am - 12:30pm: Session - Estate Planning for Income Taxes: Maximizing Basis Planning Opportunities

Parking: Parking at adjacent lots will be validated onsite.

Please join us for the August 24 mini-symposium. FPA of Kentuckiana, Southwestern Ohio FPA and the CFA Society - Cincinnati with Jeff Levine. Don't miss this opportunity to hear Jeff Levine, from the Kitces Group, network with other advisors and earn 3 hours of CE credit (approval pending).

07/14/2023

FPA Kentuckiana, FPA Southwestern Ohio & CFA Society of Cincinnati Joint Mini-Symposium with Jeff Levine

Thursday, August 24, 2023 8:15 a.m. to 12.30 p.m.

Braxton Brewing Company
27 W 7th St.
Covington, KY 41011

Below is the link to register and the agenda for the symposium:

Agenda:

8:15am - 9:00am: registration & networking

9:00am - 10:00am: Session - An Advisor's Guide to the New 20% Pass-Through Deduction

10:00am - 10:15am: Break

10:15am - 11:15am: Session - Principles of Tax Planning for Financial Advisors

11:15am - 11:30am: Break

11:30am - 12:30pm: Session - Estate Planning for Income Taxes: Maximizing Basis Planning Opportunities

Parking: Parking at adjacent lots will be validated onsite.

Please join us for the August 24 mini-symposium. FPA of Kentuckiana, Southwestern Ohio FPA and the CFA Society of Cincinnati with Jeff Levine. Don't miss this opportunity to hear Jeff Levine, from the Kitces Group, network with other advisors and earn 3 hours of CE credit (approval pending).

07/12/2023

Please join us on Wednesday, July 12 at 4:30 PM for our next Networking/Social event. We look forward to this opportunity to get acquainted.

We'll provide the snacks and two drink tickets. Hope to see you there!

We will hold our Board of Directors meeting at 3:30 p.m. before the Social. If you think you might want to get more involved in the chapter, come early to check out the Board.

West Sixth Nulu
817 East Market Street
Louisville, KY 40206

Please join us on Wednesday, July 12 for our next Networking event. We will hold our Board of Directors meeting at 3:30 before the event if you would like to get more involved, come early to learn about the Board and stay for Happy Hour and Networking. We'll provide the snacks and two drink tickets....

06/08/2023

Coffee, Bagels and Networking

June 15, 2023 at 8:30 AM ET

Panera, 500 S Hurstbourne Parkway
Louisville, KY 40222

Please join us on Thursday, June 15 for our next Coffee, Bagels and Networking event. We look forward to this opportunity to share ideas and get acquainted. We'll provide the coffee and bagels - you provide the ideas. Hope to see you there!

05/31/2023

Join us for NexGen Twilight Thursday at Churchill Downs.

Thursday, June 1, 2023 at 5:00 - 7:00 p.m.

Meet at the Paddock Gate (near the white parking lot and red parking lot).

Join us for the FPA Kentuckiana NexGen at Churchill Downs for Twilight Thursday, June 1st! 5:00 pm Meet at the Paddock Gate (near the white parking lot and red parking)l

05/30/2023

Please join us in Lexington, KY

Tuesday, June 6, 2023
8:30 to 10:00 a.m.
Baird Private Wealth Management
100 W. Main St. Ste 500
Lexington, KY 40507

Please join us for Coffee, Bagels and Networking with FPA of Kentuckiana in Lexington. We will meet at the Baird office, 100 W. Main St. Ste 500, Lexington, KY 40507. Don't miss this opportunity to build the Lexington community of Financial Planners!

05/16/2023

Don’t forget to join us in two days for the FPA of Kentuckiana meeting
Thursday, May 18, 2023 8:30 a.m. to 11.30 a.m.

Big Spring Country Club
5901 Dutchmans Lane
Louisville, KY 40205

Please join us for the May 18 meeting of FPA of Kentuckiana. We will begin with breakfast and networking, two informative presentations, an Advisor Spotlight and wrap up before lunch. Join us at Big Spring Country Club!

Financial Planning Association of Kentuckiana

01/10/2024

11/14/2023

10/31/2023

09/13/2023

08/09/2023

07/14/2023

07/12/2023

06/08/2023

05/31/2023

05/30/2023

05/16/2023

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Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm