2010/10/27: Chuck Lynch, President
will make a presentation to the Lexington Employee Benefits Council. The subject will be "ESOPs - Recent Updates and Best Practices."
2010/07/01: Elizabeth Potts, Partner
was named as the Chair of the KY Society of CPAs' Small Business Committee for a two-year term.
2010/06/30: Chuck Lynch, President
led an in-house discussion / seminar for Strothman & Company on the subject of "Roth Conversions."
2010/06/25: Elizabeth Potts, Partner
gave a small business retirement plans update at the KY Society of CPAs' Small Business Conference.
2010/06/22: Chuck Lynch, President
spoke at the Qualified Plan Sub-Council of the Louisville Employee Benefits Council. The topic was "ESOPs - Recent Updates and Best Practices."
2010/05/29: Chuck Lunch, President
led an in-house discussion / seminar for Louis T. Roth & Company on the subject of "Roth Conversions."
2010/04/27: Laura Stallard, Partner
partnered with Valerie Mayer in presenting and facilitating the final session of Presentation Academy's financial education program for 2001-2010. The topic was Wealth Care for Elders and Their Families.
2010/02/24: Amber Lloyd, Vice President
spoke at a Hartford/Alliance Bernstein luncheon. Her presentation addressed how to prospect for 401(k) clients using the Form 5500.
2010/02/24: Chuck Lynch, President
spoke at an in-house seminar for Rodefer Moss & Co., PLLC, accountants in New Albany, IN. The seminar was sponsored by financial advisors with Kentucky Financial Group. The topic was on the design of employer-sponsored retirement plans.
2009/12/18: Elizabeth Potts, Partner
successfully completed all required coursework and training for the KyCPA Leadership Academy Class of 2009.
2009/11/17: Elizabeth Potts, Partner
spoke to a group of Merrill Lynch investment advisors regarding 2010 Plan Limits and Advantages of Safe Harbor Plan Designs.
2009/10/29: Amber Lloyd, Vice President
spoke to financial advisors at a Hartford and MFS "lunch and learn" session, which focused on Managing Strategic Client Relationships.
2009/10/06: Chuck Lynch, President
spoke at a seminar hosted by financial advisors at Morgan Stanley Smith Barney's Louisville office. The topic was "Are You Getting the Most Out of Your Qualified Retirement Plan?"
2009/09/23: Elizabeth Potts and Laura Stallard, Partners
spoke to the Louisville Chapter of American Society of Women Accountants on "Current Trends in Qualified Retirement Plan examinations by the IRS and the DOL."
2009/08/19: Amber Lloyd, Vice President
discussed ESOP distributions as a co-presenter at the Tri-State ESOP Association Conference.
2009/06/17: Elizabeth Rankin Potts, a partner at RMS and a member of the KyCPA Small Business Committee
participated in a panel discussion as part of an all day Continuing Education Seminar hosted by the KY Society of CPAs entitled "Serving your Small Business Clients".
2009/05/18: Laura Stallard, CPA and Partner at RMS
spoke at Presentation Academy Purse Strings Workshop on the "ABCs of Finance."
2009/05/07: Chuck Lynch, President
spoke at a seminar hosted by John Hancock Retirement Services and presented to financial advisors at the Louisville office of UBS. The topic was "Easy Ways to Assess a 401(k) Plan for Your Clients and Prospects."