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Greetings!
Greetings from the Louisville Employee Benefits Council.
As a member of the Louisville Employee Benefits Council, you are receiving the Council's monthly newsletter.
Below you will find information regarding:
- September LEBC Monthly Luncheon Meeting
- September LEBC Retirement Plans Sub-Council Meeting
- 2011 Officers and Committees
If you have any information for the newsletter you feel would be of interest to other members, or if there is anything you would like to see in the newsletter, please contact:
John Bartlett
LEBC Secretary
(502) 681-0402
Thank you for your interest in the LEBC
Sincerely,
John Bartlett
LEBC Secretary
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Continuing Education Credits
The LEBC is applying where practicable for one hour continuing education credit for eligible presentations with the Kentucky Bar Association, the Joint Board of the Enrollment of Actuaries, the Kentucky State Board of Accountancy, the American Society of Pension Professionals & Actuaries, and the Kentucky Department of Insurance. Forms for qualifying continuing education credits will be available at the registration table.
The speaker presentation for this meeting is scheduled for sixty (60) minutes and will begin as soon after 12:00 noon as practicable.
September Monthly Luncheon Meeting
Tuesday, September 13, 2011
Marriott Hotel Downtown
280 West Jefferson Street
Louisville, Kentucky
11:30 a.m.
Check computerized signs for meeting room location.
Parking vouchers are available at meetings for individuals parking in the Marriott garage.
Valet parking will not be reimbursed.
Speaker Presentation
Gregory W. Kasten, MD, CFP, CPC, AIFA of Unified Trust Company will present "Lifetime Pay and Benefits in Retirement."
Dr. Gregory W. Kasten is the founder and serves as the CEO of Unified Trust Company, with more than 25 years of investment experience. Each year since 2006 Unified Trust Company has received the certification as to Fiduciary Practices for Investment Advisors awarded by CEFEX, the Centre for Fiduciary Excellence, LLC, with Unified Trust being the first trustee so certified in the United States, and among the first globally, under the independent CEFEX certification process. Unified Trust was certified for its discretionary investment services provided in a trust environment for trustee-directed and participant-directed defined contribution plans and individual investors
Following graduation from Southern Illinois University School of Medicine in 1980, Dr. Kasten completed an internal medicine internship and anesthesiology residency at the University of Kentucky Medical Center and is a board-certified anesthesiologist. He received a master of business administration degree with an emphasis on finance and investment management from the University of Kentucky College of Business Graduate School. Dr. Kasten was awarded the Accredited Investment Fiduciary Analyst (AIFA) designation by the Center for Fiduciary Studies, the Certified Financial Planner (CFP) designation by the Denver College of Financial Planning, and the Certified Pension Consultant (CPC) designation by the American Society of Pension Actuaries.
Dr. Kasten has published more than 75 papers on financial planning and investment-related topics in various financial and business journals, has written two editions of the book Retirement Success, and has developed the Unified Fiduciary Monitoring Index, a method of measuring mutual fund and predictive performance factors observed from a fiduciary standpoint. He has presented numerous lectures on fiduciary best practices to pension professionals and Federal banking regulators. During 2007-2009, Medical Economics listed Dr. Kasten as one of the "150 Best Financial Advisors for Doctors" nationally. In 2007-2010, Dr. Kasten oversaw development of the UnifiedPlan, a financial planning tool that is designed to create a "pension-like" experience for 401(k) plan participants and to enhance their prospects for retirement success.
Lunch Menu
Tomato Basil Soup with an Asiago Tuille
Breast of Chicken with a Goat Cheese Pesto Crust Madiera Truffle Sauce with Garlic Whipped Potatoes
Strawberry Shortcake with Whipped Cream
For a list of future speakers and topics, click here. |
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September Sub-Council Meeting
Retirement Plans Sub-Council
Tuesday, September 27, 2011
Noon
Marriott Hotel Downtown
280 West Jefferson Street
Louisville, Kentucky Check computerized signs for meeting room location.
Parking vouchers are available at meetings for individuals parking in the Marriott garage.
Valet parking will not be reimbursed.
Speaker Presentation
Curtiss Scott, Jr, CFA, Co-President and CIO, Todd-Veredus Asset Management, will present on Globalization of Asset Allocation. |
Meeting & Guest Policies
You are invited to attend all LEBC monthly luncheon and presentation meetings as well as LEBC Sub-Council meetings.
The monthly luncheon meetings are the second Tuesday of the month and begin at 11:30 a.m. with registration and a time for networking and socializing. Lunch will be served at Noon. Speaker presentations begin at approximately 12:15 p.m. Meetings will conclude no later than 1:30 p.m.
Guests are welcome at our monthly luncheon meetings for a fee of $50. Add your guest information to the RSVP, or notify the Membership Chair:
Kristin Dunlevy
(502) 303-0201
Sub-Council meetings are the fourth Tuesday of the month and begin at 12 noon. Cost for attending these meetings is $40 for members who did not sign up with their annual dues and $50 for guests.
If you would like to attend a Sub-Council meeting, RSVP through the newsletter and pay at the door when you arrive for the meeting.
Add your guest information to the RSVP, or notify the Sub-Council Chair:
Jonathan Butcher
(502) 420-7639
RSVP's and Cancellation Policy
Please note that members are asked to confirm their attendance at all meetings. **No-shows are a recurring problem and continue to adversely affect the LEBC's efforts to manage expenses.** The Marriott charges the LEBC for all reservations made and not cancelled by noon on the Friday immediately prior to the Luncheon.
To cancel a reservation for a monthly meeting contact:
Kristin Dunlevy
(502) 303-0201
To cancel a reservation for a Sub-Council meeting contact:
Jonathan Butcher (502) 420-7639
Please help control costs and spend our LEBC money wisely. All members will benefit.
Dietary Concerns
If you have any special dietary concerns, you may indicate them in the "Guest" box on the RSVP form, or contact our Membership or Sub-Council Chairpersons:
Kristin Dunlevy (502) 303-0201
Jonathan Butcher (502) 420-7639 |
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Member's Corner New Members The LEBC encourages members to be on the lookout for acquaintances, new or old, in any of the employee benefits fields of endeavor who might benefit from being introduced to the LEBC. 2011 Executive Committee The 2011 slate of officers was approved at our January regular meeting, as follows: Jean Watson, President Debby Coons, Vice President John Bartlett, Secretary Ben Evans, Treasurer Kristin Dunlevy, Membership Chair Jonathan Butcher, Sub-Council Chair Linda Weber, Immediate Past President 2011 Program Committee The LEBC would like to thank the following individuals who have volunteered to serve for 2011 on the Program Committee: Kathy Doughten Rhonda Henry Amanda Kreutzer Carl Lammers Nathan Paris Alan Pauw Brent Smith Kim Spurlock
Thank You!
The Executive Committee would like to express its gratitude to James McElligott of McGuireWoods LLP for his presentation "Legal Ethics and the Attorney-Client Privilege in Employee Benefits Matters" at the June Monthly Luncheon.
Also thanks to Dr. Richard Goldstein, Vice Dean for Clinical Affairs, University of Louisville School of Medicine, for his presentation "Accountable Care Organizations" at the June Sub Council meeting.
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Join the LEBC Newsletter Mailing List
Sometimes LEBC members share our monthly newsletters with friends and co-workers.
If you are not an LEBC member, but would like to receive the newsletter, please click on the "LEBC newsletter" logo above.
You will receive a confirmation email. Until the email is confirmed, you will not be added to the mailing list.
| | 2011 LEBC Officers |  | |
Executive Committee Members
- President: Jean Watson
- Vice President: Debby Coons
- Secretary: John Bartlett
- Treasurer: Ben Evans
- Membership Chair: Kristin Roggenkamp
- Sub-Council Chair: Jonathan Butcher
- Immediate Past President: Linda Weber
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