When

Thursday March 16, 2017 from 11:30 AM to 1:00 PM EDT
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Where

Metropolitan Club 
50 E. Rivercenter Boulevard
Covington, KY 41011
 

 
Driving Directions 

Contact

Christopher J. Buck, CFP® 
Estate Planning Council of Northern Kentucky 
859-578-0081 
chrisbuck@lifeplanfg.com 
 

Estate Planning Council of Northern Kentucky March Luncheon 

We are pleased to announce Mr. Chris Staples as our guest speaker for this month's luncheon.  Mr. Staples will be giving us an update on "News from the Heckerling Institute".

Chris is a Senior Vice President and Trust and Estate Planner for Hilliard Lyons Trust Company, LLC. He focuses on providing trust and estate planning guidance while interpreting wills and trusts. He has 17 years of experience in trust and estate planning. Chris is Chair of the Trust Company’s Policy and Procedure Committee.

Chris spent 7 years with PNC as a Senior Wealth Planner in Louisville. Before that, he worked for Fifth Third Bank in Cincinnati, Ohio for 5 years in a variety of roles including as Associate Counsel to the Private Client Group. Before that he spent four years as a Law Clerk and Associate for Dodd & Dodd, a Louisville law firm. Chris received a Bachelor of Arts degree from Northern Kentucky University and his J.D. from the University of Louisville. He has served in the U.S. Navy and the Naval Reserves. Chris is a board member for the Home of the Innocents. Chris joined Hilliard Lyons in 2014.

Also, membership renewals were due in January.  Dues are $60.00 for the year and lunches are $20.00 (due at the time of each luncheon).  If you'd like to prepay your lunches for the year, you may do so at the discount rate of $100.00.

Please mail the dues to me at the address below or bring them to our luncheon on Thursday, March 19, 2017.