Tax Strategies Within Qualified Retirement Plans

	BLUEGRASS ESTATE PLANNING COUNCIL	MEMBER LOGIN
	MEMBER LOGIN

Date: Tuesday, October 6, 2026

Time: 11:30 AM - 01:00 PM

Location: DoubleTree Guest Suites, 2601 Richmond Road, Lexington, KY

Speaker: Zachery Mountel, CPC, QPA, QKA - Trinity Pension Consultants, Akron, OH

UPCOMING EVENTS

September 1, 2026

New Changes in Senate Bill 50 and How it Will Impact Estate Planning

Andrew Yocum and Jonathan Gifford - Sturgill Turner Barker & Moloney, PLLC, Lexington, KY

See Event Details

October 6, 2026

Tax Strategies Within Qualified Retirement Plans

Zachery Mountel, CPC, QPA, QKA - Trinity Pension Consultants, Akron, OH

See Event Details

November 3, 2026

The Particulars of Real Property in Estate and Living Estate Situations

Chuck McKee - Bluegrass Auction, Appraisal & Realty, LLC, Lexington, KY

See Event Details

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

See Event Details

Welcome to the Bluegrass Estate Planning Council Event Calendar About the Bluegrass Estate Planning Council Council Information Sponsors Documents Links Member Directory Leadership Past-Year Presidents Member Home Member Benefits Application Form Member Renewal Contact Us Mailing List Login