BLUEGRASS ESTATE PLANNING COUNCIL

WHO:  Geoff Moore - Valmark Financial Group, Akron, OH (via Zoom)

WHERE:    DoubleTree Guest Suites, 2601 Richmond Rd, Lexington, KY

WHEN:    Tuesday, March 3, 2026 - 11:30 AM-1:00 PM

COST:    $20 for members, $25 for guests

We are excited to welcome Mr. Geoff Moore of Valmark Financial Group out of Akron, OH, to present to us for our March meeting.  As Mr. Moore is in Akron, he will be presenting to us live, but it will be via Zoom.  You will still be able to ask questions in real time.  This meeting will explore the dynamic and sometimes confusing world of AI and how it's being seen and used in the realm of estate planning.

Mr. Moore is the Chief Information Officer for Valmark Financial Group. He leads a team of experts who use technology to solve business challenges and manage the cybersecurity of Valmark and its Member Firms. He has implemented major system changes for Valmark including independent system consolidation, OnBase Imaging System, Connect and he created a plan for field and home offices to leverage the new LaserApp platform. Mr. Moore has a BA in Psychology and Economics from Denison University and carries many IT Certifications.

This meeting will be held at DoubleTree Guest Suites located at 2601 Richmond Road. A delicious hot buffet lunch will be served. The cost of this meeting is $20 for members and $25 for guests.

If you wish to attend this meeting, please    RSVP no later than 5:00 PM on Friday, February 27th,  by either clicking this link - https://www.bgepc.org/events/event/28373 - or by replying directly to this email. Please be sure to 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    even if you have pre-paid    your lunches for the year. You may cancel your reservations up to the time of the event. Thank you!

If you will be bringing a guest, please be sure that I have their name so that a nametag can be prepared for them.

We look forward to seeing you on Tuesday, March 3rd, from 11:30-1:00 at the DoubleTree Guest Suites!

Melissa Gregory, Council Executive

~We LOVE our sponsors and thank them for their continuous support of the Bluegrass Estate Planning council. Please visit our sponsorship information page at    https://www.bgepc.org/council/sponsor-sales    for more information on how to become a sponsor.~

PLATINUM
Capitalis Planning Partners
Central Bank & Trust Co.
Community Trust and Investment Company

SILVER

Blue Grass Community Foundation
Bluegrass Auction, Appraisal and Realty, LLC

Plentiful Wealth, LLC

BRONZE
Corporate Finance Associates of KY    


Ridings Insurance & Financial Services, LTD