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2021 Fall Estate Planning & Fraternal Benefits Seminar

The Knights of Columbus Council #5207 cordially invites you to the council’s Fall 2021 Estate / Life Planning & Fraternal Benefits Seminar. The council will host two guest speakers: Keith H. Burroughs, Esq. and Chris Bivens. This will be a great opportunity for families to gain beneficial information to help guide them around future life events.

The event will take place on October 21st, 2021, from 6:00 PM to 7:30 PM at the Council Hall located at 5710 Kingston Pike, Suite 4 Knoxville, TN 37919 (building behind Four Seasons Vintage store on Kingston Pike in Bearden). Snacks and refreshments will be provided.

If you are interested, please use the link below to sign up for the event:

More information about the two guest speakers:

Keith H. Burroughs, Esq. from Egerton McAfee Armistead @ Davis, PC. Keith will provide valuable information on the importance of estate planning, the documents required, and taxation issues involved with estate planning. This presentation will provide an excellent opportunity to ask important questions about wills and other documents needed as part of your family's estate plan.

More about Keith: After obtaining his bachelor's degree with a major in accounting in 1984 and his Masters of accountancy with a concentration in taxation in 1985 from the U.T. College of Business, Keith obtained his law degree from the UT College of Law in 1990. His practice is concentrated in the areas of estate planning and probate, taxation and business organization, sales and acquisitions and estate and trust litigation. Keith has served on the boards of the Knoxville Bar Association, Knox Regional Chapter, of the American Red Cross, St. Mary's Foundation Board and the Helen Ross McNabb Foundation to name a few

Chris Bivens from Knights of Columbus Insurance. Chris will have an opportunity to provide additional information to those attending regarding fraternal benefits that can complement your estate planning if you are a Knight or interested in becoming a Knight.

Chris officially became a Field Agent for 4 councils in Central IL on Dec 1, 2013. He worked with more that 20 councils for 3 different General Agents in his first seven years. In 2020, Chris earned membership in MDRT, the premier association for the world’s top 1% of financial professionals. Chris and his wife Susan moved to Fairfield Glade later in 2020 and as of Jan 1, 2021, Chris became a member of the highly rated Schachle Agency for the Knights of Columbus based in Crossville TN. Chris now serves the almost 900 members from seven councils in East Central TN based in Cookeville, Sparta, Crossville, Harriman, Farragut and Knoxville.

His training in life insurance, retirement accounts, estate planning, tax reduction, ethics and lifetime income allow Chris to serve his councils with the professional advice Knights and their families deserve. Chris recently passed his Series 65 exam and will be able to offer Knights of Columbus Asset Advisor mutual funds in the fall of 2021.

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