Wednesday November 15 2017 - ESTATE PLANNING: SCOTTY PROBASCO - A CASE STUDY IN GENEROSITY & LEADERSHIP
!!!!! LOCATION CHANGED TO THE MOUNTAIN CITY CLUB !!!!!
G. Bert Clark, Jr., JD, CFP, ACP, CLU
Northwestern Mutual, Atlanta, GA
Buck Roebuck, CLU, LUTCF
Maeghan Jones, JD
President & CEO, Chattanooga Community Foundation
Scotty Probasco - A Case Study in Generosity and Leadership
Chattanooga owes a great debt to the work of Scott Probasco Jr., affectionately known to everyone in town as "Scotty." Scotty's influence in Chattanooga And its surrounding area was characterized by his enthusiastic philanthropy and deep care for the city and its people. In this session you will learn how Mr. Probasco utilized estate planning tools such as charitable remainder trusts and life insurance to meet income needs, minimize taxes and leave a lasting legacy on the community he loved so dearly.
Wednesday, November 15, 2017
7:30 a.m. - Registration and Breakfast
8:00 a.m. - 9:30 a.m. - Seminar
!!!!! MOUNTAIN CITY CLUB !!!!!
1.5 GENERAL CLE credit hours approved for Tennessee
Estate Planning: Scotty Probasco - A Case Study