GREENVILLE ESTATE PLANNING COUNCIL

“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

and

Jim Carlisle
Senior Vice President
Federal Government Relations
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