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FPA MidSouth Financial Planning and Investments Conference

Co-Hosted by the WKU Financial Planning Association Student Chapter

and by the Financial Planning Association Kentuckiana Chapter

October 6 & 7, 2022 at WKU's premier facility: 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!

Jeffery Kleintop
Jeff Kleintop, CFA

Managing Director

Chief Global Investment Strategist

Charles Schwab & Co., Inc. 

Carolyn McClanahan
Carolyn McClanahan, M.D., CFP


Life Planning Partners, Inc.

CNBC Financial Advisor Council

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


Financial Planning Nerd


Seema Sheth
Seema Sheth

Senior V.P. & Regional Executive

Federal Reserve Bank of St. Louis

David Lau
David Lau

Founder & C.E.O.

DPL Financial Partners

Kamila Elliott
Kamila Elliott, CFP

Chair, Certified Financial Planner

CFP Board of Standards, Inc.


David Nanigian
David Nanigian, Ph.D., MBA, CFP

Director of Education

Certified Financial Planner Board of Standards, Inc.

Dr. Indudeep Chhachhi
Dr. Indudeep Chhachhi

Department Chair

Professor of Finance

Western Kentucky University

William J. Trainor
William J. Trainor, Jr., Ph.D., CFA

Professor of Finance

East Tennessee State University


(8 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.)

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 10/5/22