Irrevocable Trusts Modification

  • 15 Sep 2020
  • 12:00 PM - 1:00 PM
  • ZOOM

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  • Join this virtual FSP Meeting for FREE!

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      Lexington Chapter of Financial Service Professionals
Presents:

IRREVOCABLE TRUSTS MODIFICATION

“CHANGING WHAT WAS NOT TO BE CHANGED”

Speaker: Jim Aussem

Tuesday, September 15th 2020
12:00PM - 1:00PM

Welcome Back! Please join us for our initial chapter meeting for the 2020-2021 year!  We are starting our meetings virtually this year in an effort to keep all of our members safe. 

Even though this will not be an "in-person" meeting, our presenter, Jim Aussem will provide our members with valuable information on why to modify or terminate ILITS.  

This presentation has been approved for 1 hour of CE, CLE, CFP and CPE Credit. 

PLEASE JOIN US FOR THIS FREE ZOOM MEETING! 


   
        


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Sponsors
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. 
       


 

                                           
                  
             

 
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Lexington Chapter FSP Board of Directors:
     
     Taylor Stuckey, CPA, JD, MS --President
 Kimberly Johnson, CLF, CLTC --Vice President           
Daniel King, CPA, CFP, PFS--Secretary/Treasurer 
Jeff Schriefer, CTFA--Immediate Past President 
 Melissa Gayheart, JD
      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
          

 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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