Please join us on Tuesday, May 14, for this special networking event for the Elkhart County Estate Planning Council, Elkhart Young Professionals, and Goshen Emerging Leaders.
The event will start with registration at 2:30 p.m. The program will be from 3 to 5 p.m. Hors d’oeuvres, beer, and wine will be served from 5 to 7 p.m.
We will hear from a panel which will include members of the Estate Planning Council of Elkhart County with expertise in the disciplines of financial advising, estate planning, and tax and legal matters. They’ll be addressing issues relevant to young professionals including:
- Current and future financial planning
- The importance of estate planning
- Tips for choosing a trusted financial advisor
After the panel there will be a happy hour and networking time for young professionals and the Estate Planning Council to meet, share valuable services, and begin building relationships. You will want to bring plenty of business cards to this networking event.
This event will be held at the Metro Event Center (formerly Lex 530) in Elkhart with hors d’oeuvres provided by LaSalle Catering.
The Estate Planning Council provides multi-disciplinary education, understanding, and cooperation among professionals who are involved in estate planning.
This event is free for members of the Estate Planning Council and Young Professionals.
Contact Kim Miller with any questions, [email protected] or by phone at (574) 295-8761.
About our panelists
Joey Cavello is a trust and estate planning attorney with SouthBank Legal focusing his practice on helping individuals and families with wills and trusts, estate administration, probate and trust litigation, and guardianships. When not practicing law, Joey spends his free time with his wife and three boys adventuring outdoors or playing board games, or dreaming up plans for their family homestead.
Angie Eggering’s career spans several decades (let’s not count how many) and includes time at international and regional firms before she settled in 15 years ago at locally owned Insight Accounting Group where she is a tax partner. She provides individual, trust, estate, gift and estate tax planning and compliance service to Insight’s high net worth and business owners. Her favorite aspects of her position as partner are providing education to her team mates and helping clients achieve their goals through forward thinking tax planning strategies.
Shannon Klein-Bruggeman, CTFA is a Vice President at First State Bank. She has been in the banking industry for over 25 years, 12 of those years in Trust & Wealth Management. She actively serves her community by sitting on the boards of Crossroads United Way and Elkhart County Estate Planning Council. She is also involved with Aging Connections of Michiana, a non-profit group working to provide educational programs and resources to our aging population. In her spare time, she enjoys gardening and spending time with family and friends.
Cory Marlow is the President of Financial Partners, Inc. with offices in Elkhart, Fort Wayne, and Chicago. He is a board member for the Elkhart County Junior Achievement & Lemonade Day as well as a board member for Camp Tannadoonah-Camp Fire. He is also the current acting Supervisor for Porter Township in Cass County. Cory lives on Shavehead Lake with his wife, Brittany, as well as two children and two pets. In his spare time, Cory can be found cooking, collecting records, attending live music shows, and spending time with his family on the lake.
Registration: