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BEGIN:VEVENT
DTSTART:20261006T153000Z
DTEND:20261006T170000Z
LOCATION:DoubleTree Guest Suites, 2601 Richmond Road, Lexington, KY
UID:2994920261006T153000ZTax Strategies Within Qualified Retirement Plans
DTSTAMP:20261024T041332Z
DESCRIPTION:\n\n\n\n\nWe would like to welcome Zak Mountel, CPC, QPA, QKA, Senior RVP of Retirement Plan Sales at Trinity Pension Consultants out of Akron, OH.\n\nZak 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. \n\nThis 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.\n\nIf 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!\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\nAlso, 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\n\nWe look forward to seeing you on Tuesday, October 6th, 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\nCentral Bank & Trust Co.\nCommunity Trust & Investment Company\n\nGOLD\n\nBaldwin CPA's\n\nSILVER\n\nBlue Grass Community Foundation\nBluegrass Auction, Appraisal and Realty, LLC\n
SUMMARY:Tax Strategies Within Qualified Retirement Plans - Bluegrass Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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