In-person event

Lexington Meeting

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Lexington Country Club

Agenda   

9:15-10:00 am - Charitable Giving Trends and Adviser Partnership -Bluegrass Community Foundation

10:00-10:30 am Secure 2.0 Opportunities with Leslie O'bryan Benefit Administrators Inc and Nathan Paris of Empower

10:40 - 11:45 am Adviser Panel featuring:

Erin Serrate, Asio Capital
Keith Key, Merrill Lynch
Tom Kessinger, Baird

11:45 am Networking lunch