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Client Information Seminar

January 29, 2020 By tivey@cdcsllc.com

Stratton & Reynolds has graciously invited all LCBA members to attend their client information seminar.  Information for this event, sent from T.C. Reynolds, is below.

If you are interested in attending or have any questions about this event, please email Talmadge (T.C.) Reynolds directly at talmadge@strattonreynolds.com.

Where: Wingate by Wyndam, 108 Saluda Pointe Court, Lexington, SC 29072

When: February 12, 2020. Registration begins at 8:30. The program goes from 9-2 and we will provide a boxed lunch.

Topics will include:

-The SECURE Act-the major estate planning and tax changes and what your clients need to know

-Elements of a good estate plan: strategies for avoiding probate and reducing taxes for your clients

-Government benefits planning for clients considering long term care

-Dealing with divorce-taxes, QDROs, and what you need to know to advise clients

We are applying for 4 hours of CLE credit.

Filed Under: Uncategorized

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