Panel Discussion: Wisdom for the Knoxville Estate Planning Community
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Join us for a buffet lunch and a panel discussion on “Wisdom for the Knoxville Estate Planning Community” on Thursday, September 21, 2023.
For over four decades, the Knoxville Estate Planning Council has convened its members for networking, education, and professional development to foster the estate planning community. Many things have changed over the years, but one of the enduring benefits of KEPC membership has been the relationships we build and the opportunity to learn from one another.
On September 21, we will host a panel discussion of long-standing KEPC professionals who help their clients with thoughtful estate planning and administration. Our panel will consist of Anne McKinney, Founder and Managing Shareholder at McKinney & Tillman, PC; Sharon Pryse, CEO and Founder of The Trust Company of Tennessee; and Doug Yoakley, Wealth Management Consultant with PYA Waltman Capital, LLC. This panel discussion will be moderated by Jack Davidson, CFP, CPA, and Chief Strategy Officer for The Trust Company of Tennessee. In serving their clients well, these KEPC members have had a tremendous impact on Knoxville. They will share their wisdom and “war” stories to help us learn from their experiences.
Please visit kepctn.org and RSVP no later than 12pm on Monday, September 18, 2023. Any reservations made after this date will not include a meal. Guests are welcome to attend with a member at a rate of $50 per guest. Students and emeritus members have a special rate of $25. Payments can be made via check or exact cash.