BLUEGRASS ESTATE PLANNING COUNCIL

We are excited to welcome BGEPC members, Halee Cunningham and Zach White to speak to us for our final meeting of this program year!  If you aren't familiar with this excellent organization that benefits so much of the greater Lexington area, you're in for a treat - plus you'll learn some valuable information on up and coming giving trends that you can pass along to your clients.

Halee has been with Blue Grass Community Foundation for 13 years as the foundation’s General Counsel and Director of Planned Giving. She also oversees the Clark County Community Foundation board of advisors, assisting them in growing their fund and awarding grants to charitable organizations and causes in Clark County. Halee has helped facilitate gifts of a variety of asset types: cash, real estate, life insurance, publicly traded stock, closely held stock, tangible personal property, retirement accounts and rollovers, and more.

Zach has been with Blue Grass Community Foundation for almost 3 years as a Relationship Development Officer, helping manage the foundation’s relationships with professional advisors.

A delicious "Kentucky buffet" lunch with be served complete with fried chicken, meatloaf, apple cobbler and all the other fixings you'd expect!  (Is your mouth watering yet?)  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, May 2nd, by either cicking this link - https://www.bgepc.org/events/event/26593 - 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, May 6th, 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:  

MCF Advisors

SILVER:

Ridings Insurance & Financial Services, LTD

Bronze:

Corporate Financial Associates

Dawn Nelson, Edward Jones