November 8th Luncheon
Date: Wednesday, November 8, 2017
Time: 12:30pm - 2:00pm
Location: Fairforest Room of the Piedmont Club
Speaker: Kenneth Davis, CIMA
The next meeting of the Spartanburg Estate Planning Council will be on November 8th. We will meet in the Fairforest Room of the Piedmont Club at 12:30. Please RSVP by Noon on Monday, November 6th.
Our guest speaker will be Kenneth Davis, CIMA. Ken is a regional vice president in the broker dealer division of Columbia Threadneedle Investments, covering WNC and South Carolina. Ken will be discussing the basics of the SC 529 College Savings plan as well as some advanced planning techniques.
If you plan to come, please RSVP by simply clicking the link below. If you later find that you cannot attend, please let us know asap.
(If you know that your schedule will not permit attendance, you do not need to RSVP.)
