Heckerling Review - 2024
***REMINDER: We are now meeting at DoubleTree Guest Suites once again - 2601 Richmond Rd, Lexington.***
We are excited to welcome Roger Madden, a Partner and Attorney with Hargrove Firm in Lexington, KY, to speak to us for our March meeting. Roger has attended the Heckerling Institute on Estate Planning, which was held in January of this year, and he will be sharing a recap of what he learned during the week.
Roger Madden is a partner with Hargrove firm having over 30 years experience in sophisticated estate and gift tax planning, as well as estate and trust administration. Before becoming a part of Hargrove Firm, Roger co-founded NetLaw, the online estate planning platform used by Hargrove Firm today, along with Jamie and Alex Hargrove. Roger has also served as a partner in two full-service regional law firms. His educational background includes an accounting degree from the University of Kentucky, a law degree from Duke University School of Law and an LL.M. in Taxation from New York University Law School.
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, March 1st, by either clicking this link - https://www.bgepc.org/events/event/24646 - 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, March 5th, from 11:30-1:00 at the DoubleTree Guest Suites!
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
