Membership Meeting- May 20, 2025
Announcing the 2025 Distinguished Estate Planner Award Recipient
Mavis McKenley, AEP ®, CTFA, CFP®
AMG National Trust
Agenda:
5:30 – 6:15 p.m. Cocktails & Conversation
6:15 p.m. Dinner and Annual Meeting
6:30 p.m. Special Presentation: Distinguished Estate Planner Award
6:45 p.m. Speaker: Bill Sanderson, McGuireWoods
Topic: Trust and Estate Scouting Report: Uncovering Tax and Fiduciary Trends to Better Plan and Prepare
Please register by May 15th
Thank you to our meeting sponsor