April internal newsletter 2014

UNIFIEDTRUST MONTHLY APRIL 2014

UNIFIED TRUST IN THE NEWS

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UNIFIED TRUST APRIL BIRTHDAY LIST

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CLIENT APPRECIATION REGISTRATION

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ANIMAL CRACKER RECIPES

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Unified Trust is offering the Employee Financial Planning Program so that employees can benefit from the same great services we offer our clients every day. Each month we will have an Employee Financial Planning Day, where an FIA will sit down with employees, by appointment, to discuss personal financial planning.

Employees can discuss a variety of topics with the FIA including:• Financial Planning• Investment Management• Trust Arrangements• Tax Planning• Estate Planning• Charitable Giving• Retirement Planning• Retirement Income Replacement • Legacy Planning

Clink here to download the Financial Planning Checklist.

The first financial planning day will be Friday, April 25th with Rob Williams. To make an ap-pointment, please contact Kim Bowling at [email protected].

EMPLOYEE FINANCIAL PLANNING PROGRAM

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UNIFIEDTRUSTMONTHLY

MARKET WATCHS T O C K S M I X E D A S G A I N S F R O M J O B S D ATA FA D E

Stocks opened higher following the better-than-expected February employment report. But the gains have faded. Unified Trust Chief Investment Officer Mike Weiner discusses how stock valuations are “fair” and the market can go still higher..

In the past few months, Unified Trust has received several offers to contribute to local and national news outlets. These valuable opportunities allow us to not only increase awareness about Unified Trust, but also to further provide evidence of our role as a knowledgeable, innovative leader in the industry. Recent publications include:

UNIFIED TRUST IN THE NEWS

The Unified Trust Employee Referral Campaign is a program designed to reward employees for their help in meeting the sales goals of the organization. The campaign will consist of a lead generation contest and a sales incentive program.

Click here for more information.

INTERNAL REFERRAL PROGRAM

NATIONAL EMPLOYEE BENEFITS DAY• Location: Clients Across the U.S. • Wednesday, April 2nd

NML ELLISON & CLARY• Location: Greenville, SC • Thursday, April 3rd

DIV GROWTH BREAKFAST ROUNDTABLE• Location: Doubletree, Lexington, KY• Wednesday, April 8th 7:30am-9:00am

KEENELAND COI/PROSPECT/CLIENT EVENT• Location: Keeneland Racetrack, Lexington, KY• Thursday, April 9th

CPA APPRECIATION DAY• Location: Kentucky • Thursday, April 9th

FI360 CONFERENCE• Location: Nashville, TN • Thursday, April 24th - Friday, April 26th

VAN ZANDT DERBY WEEK NETWORKING EVENT• Location: Churchill Downs, Louisville, KY • Tuesday, April 29th

UNIFIED TRUST APRIL BIRTHDAY LIST

BRIAN COHOON April 3

APRIL PAYNEApril 5

DEANNA HYDENApril 6

JOYCE ISAACSApril 11

COLLETT MCKENZIEApril 23

KEVIN AVENTApril 25

UNIFIED TRUST LANDS’ END STOREHave you checked out the Unified Trust Lands’ End store yet? The site features everything from mens and womens button ups, to cardigans and vests that you can customize with the Unified Trust logo.

Click here to visit the Unified Trust Lands’ End store.

UPCOMING EVENTS

RECOGNIZING EXCELLENCE AT UNIFIED TRUST COMPANYOur RPCG team received praise earlier this month after a meeting with Lecesse Construction. The fol-lowing is a quote from the letter written by Kevin Callanan of Lecesse.

“I’m writing to express my personal thanks for your interest in our participants. Your talk inspired al-most 30 of them to sign up for individual meetings with our financial advisor Jared. That is remark-able, given there were not more than 40 in the room. I received several favorable comments after the meeting, a couple of non-participants asked how to sign up and even our most outspoken participant expressed good feelings about the meeting.”

Great job RPCG team!

This years client appreciation party will be Thursday, May 1st at Spindletop Country Club. Hats Off to You will be a night of wine, hors d’oervres and live entertain-ment with a derby twist. Don’t forget to wear your derby hats, as we will be hosting our hat contest again this year.

What: Hats Off to You: Client Apprciation PartyWhen: Thursday, May 1st, 7:00pm - 10:00pmWhere: Spindletop Country Club, 3414 Iron Works Pike, Lexington, KY

Please RSVP by April 18th.

HATS OFF TO YOU

TEAM UPDATESTeble Peterson will moved from the bundled EBS team to Advisor Services on March 27th. Molly Griswold has been hired as a remote employee in Iowa to service Tebi’s plans and will assume her extension. Please join us in congratulating Tebi and welcoming Molly.

Congratulations to the bundled team for another successful 1st quarter testing season! There’s still plenty to do, but at least we can breathe easier that the pressing deadline is over.

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REGISTER

Thank you to those who attended the Reliable Income for Life seminar at the Hilary Boone Center on March 13th. Clients, prospects and centers of influence joined the Wealth Management Group for dinner as Dr. Kasten, Kevin Avent and Patrick Meyer presented the Unified IncomePlan to guests, focusing on creating success in retirement with clients goals in mind.

UIP SEMINAR

The Third Annual Unified Trust Community Day will be held on Friday, August 1st.

SAVE THE DATE

UNIFIEDTRUSTMONTHLY

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FACTS ABOUT ANIMAL CRACKERSJOE CRAFT CENTER NETWORKING EVENT

STEP INTO BEAUTIFUL

Step By Step is a mentoring program for teen single moms and their childern here in Lexington. Step Into Beautiful is an annual fashion show sponsored by Unified Trust, that happens during a tea style event at Cetenary Methodist Church. The Wealth Management program has a client that is very involved in this organization.

If you have your own recipes you would like to feature in the newsletter, please e-mail them to [email protected].

1. Preheat oven to 350 degrees.

2. Put the cleaned and rinsed chicken breasts into a mixing bowl. Cut an incision into the breasts that’s large enough to fit the stuffing. After you make the incision, sprinkle the breasts with the garlic, salt, pepper and fresh thyme. Cover and refrigerate while you prep the bread crumbs and saute the apples.

3. In a mixing bowl, combine the animal crackers and bread crumbs.

4. Heat saute pan over medium-high heat. Add the olive oil and the apples. Cook for 10-15 minutes depending on how soft you would like them.

5. Whisk the egg in a small bowl. Lay out a sheet of aluminum foil. Put a seasoned chicken breast on the foil and stuff 1/4 of the apples into the incision. Dredge the chicken in the whisked egg, and then roll it in the bread crumb mixture. Put the breaded chicken breast back on the sheet of foil and roll it up so the foil is covering the breast completely. Repeat these steps for the remaining breasts. Lastly, place the wrapped chicken breasts in a baking pan and bake for 1 hour. Remove the pan from the oven, unwrap the chicken and serve on indiviual plates.

PREPARATION

4 boneless skinless chicken breasts6 cloves freshly minced garlic (not jarred)1 tsp sea salt1/2 teaspoon freshly gound black pepper2 sprigs fresh thyme1/2 cup crumbled animal crackers1 cup seasoned bread crumbs1/8 cup olive oil6 large Fuji apples, peeled, cored, and chopped1 egg

WHAT YOU WILL NEED:

ANIMAL CRACKER CRUSTED CHICKEN WITH CARAMELIZED APPLES

LEMON PIE WITH ANIMAL CRACKER CRUST

Animal Cracker Crust:4 cups animal crackers2 tbsp brown sugar1/4 tsp salt1 stick of butter, meltedLemon Curd:3 tbs lemon zest7 egg yolks (reserve one white for an egg wash)1 cup white sugar1 cup lemon juice1 tbsp corn starch1 stick unsalted butter, cut into cubesWhipped Cream:2 cups heavy cream1 cup powdered sugar1/4 tsp vanilla

WHAT YOU WILL NEED:

1. Preheat oven to 350 degrees.2. In a food processor, add the

animal crackers, salt and brown sugar. Process until only crumbs remain. Add melted butter and pulse until combined and it resembles wet sand. Dumb into the bottom of a deep dish pie pan. *If you don’t have a deep dish pan, you won’t need this entire amount. You can remove about 1/2 cup, spray the insides of a muffin tin and make 2-3 small “mini pies”. Remove from muffin tines before filling.

3. Start with the sides, assemble to crust. Press very firmly into place. 4. Put 1 egg white (use the yolk for the curd) plus 1 tbsp of water in a

small bowl and beat until wee combined. Brush the insides of the crust with egg wash. Bake at 350 degrees for 18 minutes.

5. Add the lemon zest, lemon juice, sugar, corn starch and yolks to a bowl and whisk until well combined. Add the lemon mixture to a pan over medium/low heat along with the butter. Whisk until thickened, about 8 minutes. Allow to cool to room temperature.

6. Add the curd to the crust and chill until set, about 4 hours.7. Put all the whipped cream ingredients in a bowl of a stand mixer and

beat on high until light and fluffy and holds peaks, about 4 minutes8. Top the pie with the whipped cream and serve. Chill until ready to

serve.

PREPARATION

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APRIL 18TH IS NATIONAL ANIMAL CRACKER DAY