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DTSTART:20260303T163000Z
DTEND:20260303T180000Z
LOCATION:DoubleTree Guest Suites, 2601 Richmond Rd, Lexington, KY 
UID:2837320260303T163000ZArtificial Intelligence (AI) with Respect to Estate Planning
DTSTAMP:20260409T082359Z
DESCRIPTION:\nWHAT: Artificial Intelligence (AI) with Regard to Estate Planning \n \n \n \n \nWHO:  Geoff Moore - Valmark Financial Group, Akron, OH (via Zoom)\n \nWHERE:    DoubleTree Guest Suites, 2601 Richmond Rd, Lexington, KY\n \nWHEN:    Tuesday, March 3, 2026 - 11:30 AM-1:00 PM\n \nCOST:    $20 for members, $25 for guests\n \nWe 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.\n \nMr. 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.\n \nThis 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.\n \nIf 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!\n \nIf you will be bringing a guest, please be sure that I have their name so that a nametag can be prepared for them.\n \nWe look forward to seeing you on Tuesday, March 3rd, from 11:30-1:00 at the DoubleTree Guest Suites!\n \nMelissa Gregory, Council Executive\n \n~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.~\n     \n \n \n \n \nPLATINUM\n Capitalis Planning Partners\n Central Bank & Trust Co.\n Community Trust and Investment Company\n \nSILVER\n \nBlue Grass Community Foundation\n Bluegrass Auction, Appraisal and Realty, LLC\n \nPlentiful Wealth, LLC\n \nBRONZE\n Corporate Finance Associates of KY    â€¨\n \nRidings Insurance & Financial Services, LTD\n
SUMMARY:Artificial Intelligence (AI) with Respect to Estate Planning - Bluegrass Estate Planning Council 
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