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Deadline to register as an attendee is 
September 13. Early registration ends on August 19.


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WKU 2nd Annual Personal Financial Planning Symposium

The Ohio & Tennessee Valley's Exceptional One-Day Event for Personal Financial Advisors

Friday, September 20, 2019 | 8:40 a.m. to 5:00 p.m. (CST)

at WKU's premier facility:

Knicely Conference Center | Bowling Green, KY

(6 hours of CFP® CE Credit have been applied for. We are also applying for State of Kentucky Dept. of Insurance CE, and awarding certificates for State of Tenn. Insurance CE, but at this time are uncertain which sessions are eligible for insurance CE credit.)

Michael Kitces

Michael Kitces
Nerd's Eye View
Behavioral Finance; Sequence of Returns Risk

Josh Binford

Josh Binford
Dimensional Funds
Retirement Income Investment Strategies

Thomas Galgano

Thomas Galgano
Use Advisor's Alpha to Add Value

David Beckworth

David Beckworth
Mercatus Center
Monetary Policy and the Economy

Ron Rhoades

Ron Rhoades
WKU PFP Program
The New CFP Board's Ethics Rules (CE)

For more information about the symposium and venue, please visit our Important Information page. 

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 Last Modified 8/19/19