Next Meeting:
Tuesday, September 1, 2026
New Changes in Senate Bill 50 and How it Will Impact Estate Planning
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September 1, 2026
Andrew Yocum and Jonathan Gifford - Sturgill Turner Barker & Moloney, PLLC, Lexington, KY
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October 6, 2026
Tax Strategies Within Qualified Retirement Plans
Zachery Mountel, CPC, QPA, QKA - Trinity Pension Consultants, Akron, OH
November 3, 2026
The Particulars of Real Property in Estate and Living Estate Situations
Chuck McKee - Bluegrass Auction, Appraisal & Realty, LLC, Lexington, KY
December 1, 2026
The Future of Professional Services: Why AI Alone Isn't the Answer
Jamie Hargrove, CPA/Attorney - JH Law Group/Tax and Trust - Louisville, KY
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