Past Events

May 7, 2019 The Future of Estate Planning: Technology is Not the Only Thing Changing
Jamie Hargrove, Hargrove Firm., Louisville, KY
March 5, 2019 Life Insurance Retirement Plans (LIRPs)
Mac Jarboe, Mass Mutual, Lexington, KY
February 5, 2019 The Gift of Knowing
Kristi Yahn and Carmen Conley, Bluegrass Care Navigators
January 8, 2019 Creating Opportunities in Uncertain Markets
Andy Reynolds, John Boardman, Cameron Hamilton, Frank Yozwiak and Brian Burton - Ballast, Inc., Lexington, KY
December 4, 2018 Charitable Giving and Private Foundations
Mr. Tom Barker, University of Kentucky
November 6, 2018 Federal Tax Update and Section 199
Mike Reynolds - Kinkead & Stilz
October 2, 2018 Family Law and Estate Planning
Eileen O'Brien - Stoll Keenon Ogden, PLLC, Lexington, KY
September 4, 2018 Kentucky Income and Sales Tax Update
Erica Horn, CPA, JD - Dean Dorton Allen Ford, PLLC
May 1, 2018 Update on KY Tax Issues/Client Security
Jim Worthington, Worthington Law Firm, Louisville, KY
March 6, 2018 International Estate Planning
John Campbell - Kohnen and Patton, Cincinnati, OH
February 6, 2018 Asset Protection Planning
Tom Bunch - Bunch & Brock, Lexington
January 2, 2018 Estate Issues Related to Settlements and Judgments
Lindy Karns, CPA - Blue & Co., Lexington
December 5, 2017 Philanthropic Planning and the Good Giving Challenge
Halee Cunningham, Bluegrass Community Foundation, Lexington, KY
November 7, 2017 Advanced Markets
Pat Olearcek, JD, CLU, ChFC, Mass Mutual, Springfield, MA
October 3, 2017 Special Needs Trusts
Karen Perch, Executive Director of Life Plan of Kentucky, Lexington
September 5, 2017 Decisions and Questions Advisors Face with Regards to Disposition of Assets
Chuck McKee, Bluegrass Auction and Appraisal, LLC, Lexington, KY
March 7, 2017 The Current Status and Potential Impact of the Proposed Regulations under IRC Sec.2704 After the Public Hearing on December 1, 2016
Marc T. Ray, CPA - Marc T. Ray, CPA, PSC, Lexington, KY
February 7, 2017 MEETING POSTPONED
January 3, 2017 Market Update and Discussion
Chris Meng, Sr. VP and Investment Manager, Community Trust
December 6, 2016 Year-End Charitable Planning
Leigh McKee, CPA - Dean, Dorton, Allen, Ford, PLLC, Lexington, KY
November 1, 2016 Special Needs Trusts and Medicaid Planning
Robert McClelland - McClelland & Associates (Elder Law Lexington), Lexington, KY
October 4, 2016 Interesting Issues in Estate Planning and Probate
Kelli E. Brown, Goldberg Simpson, Louisville, KY
September 6, 2016 The Court System Where it Pertains to Estate Planning
Judge John Rogers, US Court of Appeals, 6th Circuit
May 3, 2016 Conversions and Tax Consequences of IRA's and Roths
Bill Freedman - Dinsmore & Shohl, Cincinnati, OH
March 8, 2016 Current Updates to The (Kentucky) Uniform Trust Code
M. Todd Lewis, Attorney, Frost Brown Todd
February 2, 2016 Topics in Medicare
Marissa Mackos O'Neill, MB Senior Solutions, Cincinnati, OH
January 5, 2016 How People Make Decisions
Dr. Jan Wertz, Centre College, Danville, KY
December 1, 2015 Holiday Gathering - Charitable Giving and Year-End Tax Planning
Allison Lankford, Bluegrass Community Foundation and Lindy Karns, Blue and Co., Lexington, KY
October 6, 2015 Capital Markets Outlook - Navigating Investment Returns in a World of Floating Money
Jeff Jennings, MCF Advisors, Lexington, KY
September 1, 2015 Current Topics in Estate Planning
Jim Worthington, Attorney, Worthington Law Firm, Louisville, KY
May 5, 2015 ESOP's
John Cramer
March 3, 2015 "The (Kentucky) Uniform Trust Code"
Todd Lewis - Frost Brown Todd LLC, Lexington, KY
February 3, 2015 "Planning to Minimize the Tax Consequences of--and Avoiding Unpleasant Tax Surprises For--Distributions & Transfers of Interests Involving IRAs and Roth Conversions"
Bill Freedman - Dinsmore & Shohl, Cincinnati, OH
January 6, 2015 "Captive Insurance Companies"
Bob Nizzi - Enterprise Risk Strategies, Mesa, AZ
December 9, 2014 Holiday Mixer and Meeting - "Charitable Giving"
Allison Lankford, Bluegrass Community Foundation
October 7, 2014 "Maximizing Social Security Benefits"
Marc Kiner, Premier Social Security Consulting, Cincinnati, OH
September 9, 2014 "Estate Planning Challenges for Same Sex Couples in Light of DOMA"
Bernard L. McKay, Frost Brown Todd LLC, Cincinnati, OH
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