Tax Strategies Within Qualified Retirement Plans
We would like to welcome Zak Mountel, CPC, QPA, QKA, Senior RVP of Retirement Plan Sales at Trinity Pension Consultants out of Akron, OH.
Zak has worked with Trinity Pension Consultants for the last 10 years, working closely with key advisor relationships throughout the region. He provides day to day support on 401(k) and Cash Balance plans. He specializes in helping financial advisors navigate complex plan designs, troubleshooting administrative challenges and identifying strategic opportunities to enhance his clients' retirement plans.
This meeting will be held at DoubleTree Guest Suites located at 2601 Richmond Road. A delicious 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, October 2nd, by either clicking this link - https://www.bgepc.org/events/event/29949 - 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.
Also, as a reminder, if you have not yet renewed your 2026-2027 membership, please remember to do so at your earliest convenience. Anyone not having renewed by October 6th will be removed from the email distribution list. I will be taking renewals at the door, or you can renew online by clicking this link: https://www.bgepc.org/members/renewal
We look forward to seeing you on Tuesday, October 6th, 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
Central Bank & Trust Co.
Community Trust & Investment Company
GOLD
Baldwin CPA's
SILVER
Blue Grass Community Foundation
Bluegrass Auction, Appraisal and Realty, LLC
