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Greetings!
We welcome you to attend the next LEBC Retirement Plans Sub-Council Meeting on Tuesday, September 27, 2011, at the Marriott Hotel Downtown.
Meeting details are provided below, along with a link to the LEBC Web site to RSVP online. Please RSVP no later than the end of business, Friday, September 23, if you plan to attend.
The RSVP Forms are on the Web site. Use the Meeting & Event RSVP button located in the right margin of each page. Once on the RSVP page, select Sub-Council Meeting. Use this quick link to RSVP, or the link below in the Sub-Council Meeting section.
Thank you for your continued interest in the LEBC. We look forward to seeing you at the September meeting.
If you have questions regarding the Sub-Council Meeting, please review the Meetings & Guest Policies section, or contact me by email or phone.
Sincerely,
Jonathan Butcher
LEBC Sub-Council Chair
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September Sub-Council Meeting
Retirement Plans Sub-Council
Tuesday, September 27, 2011 Marriott Hotel Downtown
280 West Jefferson Street Louisville, Kentucky Noon
Speaker Presentation
Curtiss M. Scott, Jr., CFA, Co-President and CIO, Todd-Veredus Asset Management, will present on "Globalization of Asset Management."
Curt Scott is a native of Louisville and a graduate of the University of Louisville where he earned a Bachelor of Science in Commerce in 1976. He also holds the designation of Chartered Financial Analyst (1982). In 1978, Curt started his investment career with First Kentucky National Corporation as an equity securities analyst. In 1986, he moved to New York to manage mutual funds for Oppenheimer Management and later joined Lazard Freres Asset Management as a portfolio manager for Taft-Hartley and Corporate Accounts. Curt joined Capitoline Investment Services in 1991 as Vice-President and Senior Portfolio Manager. In 1993, he joined Executive Investment Advisors as Managing Director and Senior Portfolio Manager. In 1996, Curt came to Todd Investment Advisors as a member of the equity management team and was made President of Todd Investment Advisors in January 2006. He now serves as Co-President of Todd-Veredus Asset Management.
We look forward to seeing you on Tuesday, September 27, 2011.
ASPPA Annual Conference, National Harbor, Maryland,
October 23-26, 2011
The ASPPA Annual Conference for 2011 will take place in National Harbor, Maryland at the Gaylord National Resort (just outside Washington, DC) from Sunday, October 23 through Wednesday, October 26. This ASPPA-sponsored program brings together more than 1,500 retirement plan professionals and offers up to 25 hours of continuing professional education in the form of more than 70 general sessions and workshops as well as more than 80 vendor displays. Past attendees have described the Conference as highly beneficial to their practices and businesses. To learn more, you may wish to view the Conference's brochure at http://www.asppa.org/annual |
Meeting & Guest Policies
Please remember that the Retirement Plans Sub-Council Members will not need to pay at the door to attend the lunch. Other interested LEBC members who would like to attend the luncheon are asked to pay $40 at the door ($50 for guest) (payable to the Louisville Employee Benefits Council).
Check computerized signs for meeting room location.
Parking vouchers are available at meetings for individuals parking in the Marriott garage.
Please note that LEBC does not validate valet parking.
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 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 "Dietary Concerns" box on the RSVP form, or contact Sub-Council Chair:
Jonathan Butcher
(502) 420-7639
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Thank You!
The Executive Committee would like to thank Greg Kasten, MD, CFP, CPC, AIFA
with Unified Trust Company for his presentation "Lifetime Pay and Benefits in Retirement" at the September regular LEBC meeting.
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