Trust and Estate Administration Issues and What We Need to Know as Estate Planners

  • 07 Feb 2023
  • 11:30 AM - 1:00 PM
  • Location: DoubleTree Guest Suites, 2601 Richmond Rd, Lexington, KY

Registration

  • Includes Lunch and CE credit provided

Registration is closed



 
      Lexington Chapter of Financial Service Professionals
Presents:

 "Trust and Estate Administration Issues and What We Need to Know as Estate Planners"

FPS Lexington is excited to once again team up with the Bluegrass Estate Planning Council for our February meeting! We are very excited to welcome Kentucky District Court Judge Bruce Bell to speak to us on the topic of "Trust and Estate Administration Issues and What We Need to Know as Estate Planners."

This meeting is on the first Tuesday of the month instead of our normal 2nd Tuesday of the month. 

Space may be limited! Please register by No later than 3:00 PM on Friday, February 3rd. 2023. 

*Please RSVP so that we have plenty of space and food for everyone.  Those who come to the meeting having not RSVP'd may run the risk of being turned away at the door if there is not enough space, so please be sure to RSVP

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Tuesday, February 7th  -11:30AM - 1:00PM


Location:
DoubleTree Guest Suites

  2601 Richmond Rd.
Lexington, KY 

Approved for: 1 hour of CE, CFP, CLE and CPE credits
for those who attend. 

     Not a current Member?

Click the link below to join!


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Thank you to our Sponsors!


Corporate partners are vital to the on-going success of the Lexington Chapter of FSP.  We are committed to maximizing this investment by offering various levels of participation. 
       
EdgeCo Holdings Announces Agreement with Unified Trust to Become Part of American Trust Subsidiary | Business Wire


 

                                           
                  
             

 
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Lexington Chapter FSP Board of Directors:
    
     
Genevie Osborn, MBA, CPFA --President 
William B. Cox, CLU, CASL, CLTC, ChFC, LUTCF - Vice President    
Daniel King, CPA, CFP, PFS--Secretary/Treasurer
 Kimberly Johnson, CLF, CLTC--Immediate President
Jeff Schriefer, CTFA
Melissa Gayheart, JD
William Atkins, CPA
Taylor Stuckey, CPA, JD, MS
Randall Young, CFP
Austin Duvall, CFP

 FSP Lexington - PMB 150-042 3735 Palomar Center Dr, Lexington, KY 40513 - 859.893.1861
 Lexington Chapter of Society of Financial Service Professionals. 
All rights reserved.  Visit national Society of FSP at www.societyoffsp.org
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