Lunch & Learn Series
The Subject:
"Are You Coordinated?"
Ken Shipley is a registered representative of Lincoln Financial Advisors, Corp., a broker/dealer (member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. The Legacy Centre is not affiliated with Lincoln Financial Advisors Corp. CRN-1347352-110615
The Speaker:
Ken Shipley of Sagemark Consulting has been a comprehensive fee-based financial planner since entering the industry in 1999. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, concentrating on an integrated analysis of financial independence, estate planning, trust design, charitable giving techniques, investment management, business succession planning, corporate fringe benefits planning, tax reduction strategies, and personal / corporate risk management. He uses his knowledge, experience, and sophisticated support systems to determine the appropriate financial strategies for all clients, including business owners, executives, and retirees.
Ken possesses excellent listening skills and understands that he cannot begin to design an effective achievable plan of action until he knows his clients' needs and wishes. Furthermore, he has the ability to communicate complex concepts simply, and takes personal pride in facilitating discussions that allow his clients to reach their own solution pathways after being given full disclosure of the benefits and consequences of each alternative. Ken's experience, active involvement in the industry, and continuing education provide a mechanism for the development of creative and practical strategies for all situations. His forthrightness and integrity lead his communication at all times.
Ken has been consistently recognized for his advanced levels of service and production. He is a President's Cabinet Member and member of Sagemark Consulting Private Wealth Services, a division of Lincoln Financial Advisors, which is an elite, by invitation only, group that focuses on continuing education and creative strategies for the challenges and complexities encountered with the high net worth population. This network of financial planners allows Ken access to sophisticated solutions and education, and these resources provide personal legacy changing solutions and techniques.
Ken is actively involved in a number of local organizations, including the Knoxville Estate Planning Council and The Legacy Centre. Ken earned a Bachelor of Science degree in 1992 from the University of Tennessee. He is an Investment Advisor Representative, holds Series 7 and 66 licenses, and obtained the CERTIFIED FINANCIAL PLANNER™ certification in 2002.
Originally from Kingsport, TN, Ken resides with his wife Gloria, and son, Lane, in Knoxville, TN. He enjoys coaching Lane's sports teams and running.
Ken Shipley is a registered representative of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. CRN-1321088-100815
Lunch Provided.
Please join us for other special events during our Celebration of Family Business...
When
Thu Nov 19, 2015
11:30 a.m. - 1:00 p.m.
Where
The Legacy Centre Office
6312 Kingston Pike
Knoxville, TN 37919