ROANOKE VALLEY ESTATE PLANNING COUNCIL

Please join us for our first meeting of the year on Tuesday, October 7th at the Shenandoah Club.  We look forward to seeing everyone soon!

Kit Mac Nee, CFP, CRPC, AEP

We all need accurate information and dependable relationships. That’s true no matter what we’re looking for, and it’s especially true when it comes to financial planning. Kit’s clients trust her for two main reasons: They know she cares and they value her experience. This personal-professional combination gives her clients more confidence. We all seek out experts for important parts of our life. It’s about more than just money. Her expertise is about conditioning your financial life for strength, health, and endurance.

Kit, a financial services veteran, joined Morgan Stanley as a Financial Advisor in Pasadena, CA in 2013 and is currently with the Envision Legacy Group in Beverly Hills, CA. Prior to joining Morgan Stanley, she was with Merrill Lynch Wealth Management for nearly nine years. On her way to becoming a CERTIFIED FINANCIAL PLANNER™, Kit served a community foundation in Southern California as its Director of Gift Planning. While at the community foundation she worked with donors and local charitable organizations to gain philanthropic assets that would provide a legacy of financial resources. Today, she uses her financial-planning proficiency to serve as a volunteer, board member, and consultant to guide families and charities toward more secure financial futures.

Kit raised three children, all now grown and leading fulfilling lives in from coast to coast. She lives in Los Angeles and travels throughout Southern California and the U.S. to support clients as well as the community groups she works with. Her volunteer work continues as a 2024 President for NAEPC and as a board member of St. Barnabas Senior Services. Kit is a graduate of the University of Minnesota, Carlson School of Management, earned the Certified Specialist in Planned Giving® from California State University Long Beach, American Institute of Philanthropy in 2001, and became a CERTIFIED FINANCIAL PLANNER™ and Accredited Estate Planner® designee in 2013.

TO ATTEND:  To assure a seat for dinner, you must make your reservation by 4 PM, Friday, October 3rd using the REGISTER NOW or RSVP function on this notice or via email to tbadkins@carilionclinic.org.  If you require a vegetarian or other special diet meal, then please note such with your RSVP online in "Special Requests" area or you may be charged extra for any changes made at the meeting.

GUESTS:  The guest fee is $35.  Guests must be registered in advance by a member.  Guests who are in good standing at another region's Estate Planning Council must register, but are not required to be sponsored by a member.

CANCELLATIONS must be received by e-mail as noted above by 12 Noon, Monday, October 6th.  Failure to cancel by this date will cause you to be assessed a late penalty of $35.00