Charitable Planning May Be The Best Succession Planning for Family and Closely-Held Businesses

  • 13 Jun 2017
  • 11:30 AM - 1:00 PM
  • Chophouse, 2640 Richmond Road, Lexington, KY


Registration is closed

      Lexington Chapter of Financial Service Professionals
"Charitable Planning May Be The Best Succession Planning for Family and Closely-Held Businesses" 

Charitable planning may be the best succession planning technique for closely-held business owners as well as high net worth families.  Our speaker, James Aussem, will show us how such planning can be beneficial to everyone.  James is an estate planning and corporate law attorney with the firm, Cavitch Familo & Durkin in Cleveland, Ohio.  James comes to us as a well known speaker and also as the current President of SFSP.  Jim will share a valuable planning tool with us and give us an update on SFSP nationally.  This will be a great year-end meeting and well worth attending. 
             Tuesday, June 13, 2017   
           11:30 a.m. - 1:00 p.m.
2640 Richmond Road
Lexington, KY

Lunch is included

1 hour of CE, CLE, CFP, and CPE Credits Have Been Applied For 

      Registration fee:
      $20 Member pay on-line in advance
$25 Member pay at door
  $50 Potential Member

FREE for Members that bring a First Time
Membership Eligible Guest.  Guest is also FREE.

Not a current Member?
Click the link below to join!

Corporate partners are vital to the on-going success of the Lexington Chapter of FSP.  We are committed to maximizing this investment by offering various levels of participation. 
Lexington Chapter FSP Board of Directors:
Melissa Gayheart JD--President
Jeff Schriefer, CTFA--Vice President     
Daniel King, CPA, CFP, PFS--Secretary/Treasurer 
      Timothy Dunn, JD--Immediate Past President 
      Malinda A. Shepherd, MFS, CLU, ChFC   
      William Atkins, CPA
       William B. Cox, CLU, CASL, CLTC, ChFC, LUTCF
Genevie Osborn, MBA
     Elden Cox, CIC  
Randall Young, CFP
Taylor Stuckey, CPA, JD, MS 

 FSP Lexington - PMB 150-042 3735 Palomar Center Dr, Lexington, KY 40513 - 859.893.1861
 Lexington Chapter of Society of Financial Service Professionals. 
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