GEPC Winter Seminar
Greenville Estate Planning Council
Winter Seminar
“Secure Act, IRA Beneficiaries & The New 10-Year Rule”
presented by
Timothy M. Steffen, CPA/PFS, CFP, CPWA
Director of Tax Planning
Robert W. Baird & Company
and
“LEVERAGE THE FAIR MARKET VALUE OF LIFE INSURANCE TO PROTECT YOUR CLIENT’S BEST INTEREST”
presented by
Jamie L. Mendelsohn, EVP
Ashar Group
Thursday, January 20, 2022
Greenville Country Club
Registration: 2:45 pm
Seminar: 3:00-5:15 pm
Networking, Cocktails & hors d’oeuvres: 5:15-6:15 pm
RSVP by Monday, January 17
Two hours of Attorney, CTFA, Insurance, and CFP
continuing education credit have been or will be applied for. (CPA and ChFC are self-reporting)
Attendance certificates will be issued at the end of the seminar
There is no fee for Members (select "no charge" under payment method)
Associate Member fee: $55
Guest Fee: $100
(To register a guest click **Add Another Attendee** at the bottom of your registration)
Associate Member and guest fees will be invoiced after registration and may be paid electronically or via check. Select "check to be mailed" during registration.
Contact Alison Pacewic (GEPC Administrator) with questions regarding registration.
Email: gepcgreenville@gmail.com Phone: 864-354-4568
