Facebook Pixel Personal Financial Planning Symposium | Western Kentucky University

FPA MidSouth Financial Planning and Investments Conference


Hosted by the WKU Financial Planning Association Student Chapter

Friday, September 15, 2023 at Knicely Conference Center | Bowling Green, KY

 

Presenters include Nationally Recognized Thought Leaders, Firm and Organizational Leaders, Academicians, and many of our successful Alums

refer to Speaker Bios and the Agenda for more!

Kyla Scanlon
Kyla Scanlon

Founder, BreadTalks about finance, economics,and the Federal Reserve

Jeff Levine
Jeffrey Levine, CPA/PFS, CFP*, CWS*, MSA

DirectorAdvisor EducationKitces.com

Ron Rhoades
Ron A. Rhoades, JD,CFP*

Director, PHP ProgramGordon Ford College of BusinessWKU

Seema Sheth
Seema Sheth

Senior V.P. & Regional ExecutiveFederal Reserve Bank of St. Louis

David Lau
David Lau

Founder & C.E.O.DPL Financial Partners

 

 

 

5 hours of CFP(r) CE credit have been applied for, including 2 hours of Ethics instruction.  To receive credit, you MUST attend the entire session, and you must sign in and out of each presentation. See separate sign-in sheets for CFP Board® CE credit, provided on the tables, for each session. We will then report the hours for you to the CFP® Board.

Click Here to Register

Printable Conference Flyer  


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

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 Last Modified 8/22/23