Central Bank & Trust Company

NAEPC Webinar: "The Future Client and Future Advisor"

Date: Wednesday, March 10, 2021
Time: 3:00pm - 4:00pm
Location: Your office via Zoom
Speaker: George Nichols III - The American College of Financial Services and Dien Yuen, JD, LL.M, CAP, AEP

WHAT:  NAEPC Webinar - "The Future Client and Future Advisor"

WHO:  George Nichols III - The American College of Financial Services and Dien Yuen, JD, LL.M, CAP, AEP - International Law

WHERE:  Your office via Zoom

WHEN:  Wednesday, March 10th - 3:00-4:00 PM

For our next meeting, we will be joining in on a webinar by our national association, the National Association of Estate Planners and Councils (NAEPC).  Specifics on this meeting are as follows:

Demographic shifts are pushing advisors to serve an expanding and diverse client base. What are some of the trends advisors should be aware of and how can they effectively respond? This session aims to demystify the demographic trends of current and future clients, the journey to diversify the financial sector, and the concept of cultural competency.

In this conversational program, Assistant Professor of Philanthropy Dien Yuen and The American College of Financial Services President and CEO George Nichols III will walk us through the trends and lived experiences needed to build your practice.

George Nichols III currently serves as the 10th President and CEO in the storied history of The American College of Financial Services. His experience in the public and private sector included a 17-year stint at New York Life, where he held principal roles in sales, strategic initiatives, and public policy. He most recently served as executive vice president in charge of the Office of Governmental Affairs at the company.

Prior to joining New York Life, Nichols was Kentucky’s first African-American insurance commissioner and he was the first African-American president of the National Association of Insurance Commissioners (2000). Nichols was recently honored as one of “The Ten to Watch in 2021” by WealthManagement.com.

Nichols currently sits on the Boards of City Year, the U.S. Chamber of Commerce, Main Line Health, and Republic Bank, a regional bank originated in Nichols’ home state of Kentucky. He is also a member of the Board of Regents at one of his alma maters, Western Kentucky University.

Nichols received his Associate’s degree from Alice Lloyd College, a liberal arts school in eastern Kentucky, before earning his Bachelor’s degree from Western Kentucky University. He began his career in financial services after receiving his Master’s Degree from the University of Louisville.

Dien Yuen, JD/LLM, CAP®, AEP® holds the Blunt-Nickel Professorship in Philanthropy at The American College of Financial Services, where she teaches in the Chartered Advisor in Philanthropy (CAP)® program.  

Prior to joining the College, Professor Yuen served as Managing Director and Fiduciary Advisor for a wealth management firm assisting high net-worth individuals, families, and charitable institutions. Her former positions include Chief Philanthropy Officer at Give2Asia, Vice President and Senior Trust Officer at U.S. Trust, Executive Director of the IIT Bombay Heritage Fund, Vice President of the Asian Pacific Fund, and Planned Giving Director of the American Cancer Society. She is also the founder of a boutique social impact research and advisory firm serving clients in the U.S. and Asia.

Professor Yuen serves on the boards of the American Council on Gift Annuities (ACGA), The 1990 Institute, and Angel Island Immigration Station Foundation. She is on the advisory boards of GlobalSF, Asia Society of Northern California, Philanthropic Ventures Foundation, and Arowana Impact Capital Group.  

Professor Yuen holds the professional designations of Chartered Advisor in Philanthropy® (CAP®) from The American College of Financial Services and the AEP ® designation from NAEPC. She received her LL.M. in International Law at Golden Gate University, her Juris Doctorate (JD) from the University of Toledo College of Law, and her Bachelor of Arts (BA) in Political Science from Adrian College.

We are very happy to be able to bring this meeting to you FREE of charge by joining in on our Zoom meeting.  A link will be emailed by Noon on the day of the event to all who RSVP by either clicking this link: https://www.bgepc.org/events/event/20796 - or by replying directly to this email.  Guests are welcome to join in, as always.  If you would like to include a guest, please be sure to RSVP for them as well in order to be sure we have the correct email address for them.  We need to receive your RSVP no later than WEDNESDAY, MARCH 10TH!  at 12:00 PM.

We thank you so much for your continued support of the Bluegrass Estate Planning Council and for bearing with us as we try to make the best of this strange time.  

We look forward to "seeing" you virtually on Wednesday, March 10th at 3:00 PM!

Melissa Gregory, Council Executive

As always, we would like to thank our 2020-2021 Sponsors!

PLATINUM 

Central Bank and Trust Co

Community Trust and Investment Company 

Frost Brown Todd LLC

GOLD

Cumberland Valley National Bank

Dean Dorton 

MCF Advisors

SILVER

Ridings Insurance and Financial Services LTD

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