Current Fiduciary and Trust Issues: A Trust Officer Panel
WHAT: Current Fiduciary and Trust Issues: A Trust Officer Panel
WHO: Bob Stadelman-Community Trust and Investment Company, Lexington, KY, Anna Hovekamp-Central Bank and Trust, Lexington, KY and TBD
WHERE: DoubleTree Guest Suites, 2601 Richmond Rd, Lexington
WHEN: Tuesday, October 5th, 2021 - 11:30
AM-1:00 PM
COST: $15 for members, $25 for guests (PREPAY ONLY - THIS MEETING ONLY...no one will be on-hand to take payments in person for this meeting. So sorry for any incovenience!) Paypal Address: bgepc859@gmail.com - mailing address: BGEPC, c/o Gregory Accounting, PO Box 1522, Versailles, KY 40383-1522
We are thrilled to welcome a few of our own members as speakers for our next meeting, which will be held on Tuesday, October 5th.
A panel of Trust Officer professionals will be joining us to answer your most burning questions with regards to current Fiduciary and Trust issues. Joining this panel will be:
Bob Stadelman, CTFA, Sr Vice President and Director of Fiduciary Services at Community Trust and Investment Company in Lexington, KY. Bob is long-time member of the Bluegrass Estate Planning Council. He began his career with CTIC in 2005 and became Sr Vice President in 2011, but has worked in administration of personal trusts, IRAs and estates since 1981. Bob is a graduate of the University of Kentucky and currently serves as a director for the Central Kentucky Youth Orchestra.
Anna Hovekamp, CTFA, CISP, Assistant Vice President and Trust Officer at Central Bank and Trust Co in Lexington, KY. Anna is also a long-time member of the Bluegrass Estate Planning Council. She began her career with Central Bank in 2007. She has a degree in Finance from the University of Louisville, is an honor graduate of Cannon Financial Institute and administers personal trusts, investment agencies and IRAs. Anna also serves on the board of Big Brothers Big Sisters of the Bluegrass.
*Third panelist TBD
We are SO excited to announce that we will be meeting back in person for this meeting (masks strongly encouraged)!! Since our beloved Boone Center at UK closed, we are excitedly returning to the DoubleTree Guest Suites, 2601 Richmond Rd, for the remainder of our meetings this year. A buffet lunch with be served. The cost of this meeting is $15 for members and $25 for guests. If you wish to attend, you must RSVP no later than 12:00 PM NOON on Monday, October 4th. Please be sure to RSVP so that we have plenty of space and food for everyone.
***Please note for this meeting ONLY, I will not be able to attend; therefore, I am requesting that everyone pay via Paypal (address is bgepc859@gmail.com) or mail your payment to BGEPC, c/o Gregory Accounting, PO Box 1522, Versailles, KY 40383-1522. Feel free to pay online at the time of the meeting or mail your check on the day of - you don't have to be paid in advance in order to attend. THERE WILL NOT BE ANYONE AVAILABLE AT THE MEETING TO TAKE A PAYMENT. Should you need to make other arrangements, please feel free to reply to this email and let me know.
Also, our membership and sponsorship drive will end on October 31, 2021. If you have not renewed your membership, you will be dropped from the directory and email distribution lists at that time. Be sure to RENEW TODAY, if you haven't already!
We look forward to seeing you on Tuesday, October 5th from 11:30-1:00 at the DoubleTree Guest Suites!
Melissa Gregory, Council Executive
~As always...we would like to thank our wonderful sponsors:~
PLATINUM: Central Bank and Community Trust and Investment Company
GOLD: MCF Advisors
BRONZE: WealthSouth
