Council Meeting

Date: Tuesday, March 13, 2018
Time: 5:00pm - 7:30pm
Location: The Golf Club at Indigo Run
Speaker: Curtis M. Loftis, Jr.,Treasurer of South Carolina & Ryan White, 529 Specialist & CIMA

Hilton Head Area Council of Estate and Financial Advisors

 

Program for March meeting

 

Estate Planning with 529 Plans

 

 

The Honorable Curtis Loftus, Jr., South Carolina State Treasurer, will speak during a

program about estate planning and 529 Plans.   The principal speaker, Mr. Ryan White, CIMA, is a product specialist for the Future Scholar 529 Plan contractor, Columbia Threadneedle Investments.   Recent changes in the federal tax law expanded the IRS Section 529 provisions to include funding education from the earliest years, replacing the restriction to post-secondary educational programs.   This program qualifies for one hour of Continuing Professional Education (CPE).   Members are encouraged to invite guests eligible for CEFA membership to the meeting.

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