Agenda
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4th Annual FPA MidSouth Financial Planning and Investments Symposium Friday, September 15, 2023 If your firm would like to participate, please contact ron.rhoades@wku.edu |
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8:00 - 8:30 am |
Registration and Continental Breakfast |
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8:30 - 8:40 am |
Welcome and Opening Remarks |
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8:40 - 9:30 am Keynote |
Highlights of SECURE Act 2.0: Retirement Planning Opportunities and Challenges Jeff Levine |
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9:40 - 10:30 am Breakout Sessions |
Advanced Roth Planning: How to Squeeze More Juice Out of the Tax Lemon Jeff Levine Alumni Panel Hannah Lindsay, Russ Curry, Logan Green, August Hemmerich, and Aaironna Hayden-Ranson |
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10:30 - 10:50 am |
Networking and Refreshment Break |
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10:50 - 11:40 am Breakout Sessions |
My Career Path in Finance and Economics Seema Sheth Session TBD |
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11:40 - 12:40 pm Networking Lunch |
Brief Presentations Evelyn Thrasher, Dean, Gordon Ford College of Business Dr. Indudeep Chhachhi, Chair, WKU Finance Department |
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12:40 - 1:30 pm |
Kyla Scanlon |
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1:30 - 2:30 pm Breakout Sessions |
The Future of the 4% Rule in Retirement Planning David Lau Session TBD
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2:40 - 3:40 pm
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Meet the Firms Round-Robin for Employers and Finance/Financial Planning/Investments Students |
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2:40 - 4:20 pm
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CFP Board of Standards Ethics Session Dr. Ron Rhoades |
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For more information about the symposium and venue, please visit our Important Information page.
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