Professional Women’s Forum
… Independent Thinking Professional Women …
Oct. 5, 2022
Death & Taxes – Are You Ready?
Planning for the Inevitable – PWF members, Diane Verhalen and Melissa Stewart, will discuss financial and legal steps everyone needs to take to plan for the inevitable event of death. Most people want to achieve a smooth transition for their loved ones at death, maximizing the legacy left and minimizing conflict and confusion. Diane and Melissa can give you concrete tips on how to do that.
Diane Verhalen is a Lexington native and has always taken pride in herself for being trustworthy, honest, knowledgeable, and a person of good character. She feels that these characteristics make her clients feel more at ease and secure in knowing that she is helping you plan to protect your family and your assets.
An LPL Financial Planner since 2006, she partnered with GCH Insurance Group to form GCH Wealth Management in 2009, and then went on to form Alliance Financial Planning in 2014. Prior to joining LPL, Diane worked as a Financial Advisor with AXA Advisors. The knowledge and training in both insurance-based and independent-based platforms have given her the training and experience to provide her clients with a well-rounded financial planning approach.
Being a graduate of the University of Kentucky, Diane received her Bachelor’s degrees in both Finance and Accounting. Diane continued her education by completing the CERTIFIED FINANCIAL PLANNER™ certificate from Bellarmine University as well as being recognized as a CERTIFIED FINANCIAL PLANNER™ Practitioner. She holds her Securities Registrations Series 7 and 66 through LPL Financial as well as her life and health licenses.
Diane is a member of the Junior League of Lexington, the Professional Women’s Forum and volunteers for various local non-profits, including Ronald McDonald House, Cavalier Rescue USA, Bluegrass Pug Rescue, and Dress for Success Lexington.
PWF Luncheon – Wed., Oct. 5th, 2022
11:30am – 1:00pm
Copper Roux (click here for map)
861 S. Broadway
Lexington, KY 40504
Registration and Networking 11:30
Buffet Opens 11:45
Meeting Ends 1:00 PM
Members $30, Guests $50 (+ Eventbrite taxes & fees)
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Melissa Stewart is a partner with Rose Grasch Camenisch Mains, a law firm in Lexington, Kentucky. Melissa has practiced law for 32 years, the last 27 of which have been concentrated in the areas of estate planning, estate tax, estate and trust administration, guardianships, estate litigation and elder law. As part of her estate planning practice, she represents individuals, married couples and families in crafting plans to pass on their assets, plan for business succession and otherwise leaving a legacy.
In addition, she has represented a number of individuals who have served as executors and trustees in a myriad of family situations, some of which involve a high level of conflict and emotion. Conversely, she has also represented beneficiaries who are in conflict with each other and/or fiduciaries. In connection with those roles, she has participated in successful mediations and litigation between family members, trust and estate beneficiaries, and/or fiduciaries. She also occasionally helps form charitable corporations and assists them in getting tax exempt status. Melissa has been named as a Super Lawyer, but more importantly has been a PWF member for over a decade.
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