Estate Planning Tips and Nuggets
Good afternoon 2023-2024 BGEPC Members! This is NOT your official membership renewal notice yet; however, we have a very special additional meeting opportunity to offer you before our next program year begins.
WHAT: Estate Planning Tips and Nuggets
WHO: Martin M. Shenkman, CPA, MBA, JD, PFS, AEP - Shenkman Law, Fort Lee, NJ
WHERE: DoubleTree Guest Suites - 2601 Richmond Rd, Lexington, KY
WHEN: Thursday, August 15, 2024 - 10:30 AM-12:00 PM
COST: $20 for members, $25 for guests
We are excited to have Martin Shenkman, CPA, MBA, JD, PFS, AEP of Shenkman Law in Fort Lee, NJ join us for this special event for us. Mr. Shenkman is passing through KY on August 15th and has agreed to share some of his vast knowledge on estate planning with us before traveling on.
Mr. Shenkman is the founder of Shenkman Law, primarily practicing in NJ and New York City. His practice covers estate and tax planning, planning for closely held businesses and estate administration. He is the author of 42 books and more than 1,000 articles and has previously served on editorial boards for several tax, estate and real estate publications. He earned his Bachelors of Science degree in accounting and economics from Wharton School, his MBA from the University of Michigan and his Law degree from Fordham University School of Law. Over his illustrious career, he has been the recipient of many major industry awards and has been active in charitable and community endeavors. His full bio can be read here: https://shenkmanlaw.com/the-firm/
Because of the time of this meeting, a buffet BRUNCH with be served at this meeting. The meal and networking begin at 10:30 with the meeting starting at 11:00. We will finish around 12:00. The cost of this meeting is $20 for members and $25 for guests. Please note that this particular meeting is being held on a THURSDAY, rather than our normal Tuesday.
If you wish to attend this meeting, you must RSVP no later than 5:00 PM on Monday, August 12th, by either clicking this link - https://www.bgepc.org/events/event/26328 - 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. 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 Thursday, August 15th, from 10:30-12:00 at the DoubleTree Guest Suites!
Melissa Gregory, Council Executive
~We'd like to recognize and thank our 2023-2024 Sponsors! Please look for upcoming sponsorship opportunities, as well as membership renewals coming to your inbox soon.~
PLATINUM:
Central Bank
Community Trust and Investment Company
GOLD:
Corporate Finance Associates
Fifth Third Bank
MCF Advisors
Stock Yards Bank and Trust
SILVER:
Wealthsouth
