Panel of Trust Officer Experts
WHAT: Panel of Trust Officer Experts
WHO: Suzanne Shaffar - The Glenview Trust Co, Lexington, KY and Erin Hall - Fifth Third Bank, Lexington, KY
WHERE: Lexington Opera House - 401 W. Short St (3rd Floor), Lexington, KY
WHEN: Tuesday, November 7, 2023 - 11:30 AM-1:00 PM
COST: $20 for members, $25 for guests
For our November meeting, we are excited for two of our very own to be presenting to us. As Estate Planning professionals, sometimes we find ourselves wanting or needing to ask questions of our colleagues that work in a different discipline than we are in. Suzanne Shaffar and Erin Hall will be discussing recent developments in Trust administration and will be answering all of your burning questions. We welcome you to submit any questions you may have ahead of time....and of course, you are welcome to ask them during this meeting, as well! If you would like to submit a question ahead of time, please feel free to reply directly to this email.
PLEASE NOTE: From now through our January meeting, we will be meeting at the Lexington Opera House, 401 W. Short Street, on the 3rd floor. Limited street parking is available around the Opera House, with a paid parking lot and a parking garage located directly across Broadway. The DoubleTree Guest Suites hotel, where we normally meet, is currently undergoing extensive renovations. We will commence meeting there again with our February 2024 meeting.
Suzanne Shaffar is a Trust Principal for The Glenview Trust Company in Lexington. She brings nearly 15 years of experience of legal experience in estate planning, probate and trust administration. She earned her JD in 2005 from Temple University's Beasly School of Law. Relocating to KY in 2007, Suzanne was a founding member of the Estate Planning practice of Embry, Merritt, Shaffar, Womack, PLLC. She is a current Board Member of the Bluegrass Estate Planning Council.
Erin Hall is Vice President and Senior Trust Advisor for Fifth Third Bank in Lexington. Before joining Fifth Third, Erin served as Vice President and Senior Fiduciary Advisor at PNC Bank. She earned her undergraduate degree in Accounting from Western Kentucky University and then earned her JD from the University of Kentucky J. David Rosenberg College of Law. She is currently the Treasurer of the Board for the Bluegrass Estate Planning Council.
A buffet lunch with be served at this meeting. Lunch and networking begin at 11:30 with the meeting starting at 12:00. We will finish around 1:00. The cost of this meeting is $20 for members and $25 for guests.
If you wish to attend this meeting, you must RSVP no later than 5:00 PM on Friday, November 3rd, by either clicking this link - https://www.bgepc.org/events/event/24642 - 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.
If you will be bringing a guest, please be sure that I have their name so that a nametag can be prepared for them.
We look forward to seeing you on Tuesday, November 7th, from 11:30-1:00 at the Lexington Opera House!
Melissa Gregory, Council Executive
~We LOVE our sponsors and thank them for their continued support!~
PLATINUM:
Central Bank
Community Trust and Investment Company
GOLD:
Corporate Finance Associates
Fifth Third Bank
MCF Advisors
Stock Yards Bank and Trust
SILVER:
Wealthsouth
