Greenville Estate Planning Council Fall Seminar
The Greenville Estate Planning Council has opened up their Fall WebEx Seminar to us and other chapters.
See below for speakers and topics.
Please note the deadline to register for this is Tuesday September 15, 2020. Also, there is maximum capacity for this web event of 200 people so we cannot guarantee you a spot but will forward your information on to Greenville as soon as we receive it.
If you would like to take part in this please email your rsvp to:
tmaynard@varncpa.com and jspitz@toddandjohnson.com
“Stupid Charitable Tricks: Planning Mistakes I Have Seen”
Presented by :
Ramsay H. Slugg
Managing Director
National Wealth Planning Strategies
Private Bank
Bank of America
Presidential Candidates Tax Policies and Tax & Estate Planning Strategies in the Current Environment
Presented by:
Brett Bluestein
Senior Vice President
Wealth Strategist
Private Bank
Bank of America
Secure Act Planning Considerations
Presented by:
Austen R. Hawkey
Vice President
Associate Wealth Strategies Advisor
Private Bank
Bank of America
Economic and Market Update
Presented by:
Paul G. Trippe
Managing Director
Senior Portfolio Consultant
Private Bank
Bank of America
