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Women and Wealth Series

Partnering with Women to Lead Their Financial Lives


Women in Wealth

The Women and Wealth initiative provides tailored educational opportunities focused on financial topics important to women in the communities we serve. In this bi-monthly forum, we meet online for an hour to discuss things like getting your financial house in order, investments, retirement income, financial planning and how these topics can significantly impact financial security. We hope you will join us for an upcoming event.
 

Please join us for our Women and Wealth Series

July 13

12:00 pm
Topic: Retirement Income Planning
  • How to determine what your retirement nest egg needs to be
  • How to decide which accounts you should start to draw from first
  • Options for taking Social Security benefits
  • Required minimum distributions from qualified plans

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Sign up here for our upcoming Women and Wealth Event

Did you miss our last Women and Wealth Event?

May 11 2021

Investments 101 Video

View Now

May 11 2021

Investments 101 Presentation

Download PDF

May 11 2021

What Kind of Investor Are You?

Download PDF

March 8 2021

Get Your Financial House In Order Webinar

View Now

March 8 2021

Get Your Financial House In Order Presentation

Download PDF

Wealth Insights


  • South State Wealth represents the collective departments and subsidiaries of South State Bank, N.A. that provide wealth management services. Products and services are not bank deposits, nor are they FDIC insured, and are not backed or guaranteed by South State Bank, N.A. or its affiliates. Securities involve investment risks, including possible loss of principal.
    This material is furnished for use by South State Wealth clients and subscribers to this report, and may not be redistributed, retransmitted or disclosed without our express written consent. Any unauthorized use is prohibited. We do not provide legal, tax or accounting advice. This material should not be construed as individual investment advice, since such advice is dependent on your specific investment objectives, financial situation, or particular needs. You should consult with us regarding these matters. Neither South State Bank, N.A. nor any director, officer or employee of South State Bank, N.A. accepts any liability for any direct, indirect or consequential damages or losses arising from any use of this material.
    This material is based upon information that we consider reliable, but we cannot guarantee its accuracy, timeliness, or completeness. Opinions expressed are those of the author(s), and are current as of the date written. Neither the information nor any opinion expressed constitutes an offer or recommendation to buy or sell any security. South State Bank, N.A., its affiliates, officers, directors, employees, including persons involved in the preparation or issuance of this material may own, buy or sell securities of companies mentioned. Index results assume the reinvestment of all dividends and interest; no index can be directly purchased or sold.
    ©2021 South State Bank N.A., All Rights Reserved. South State Bank N.A., 1101 First St. South, Winter Haven, FL 33880. Visit our site for our privacy policy.
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    *Please consult your tax-advisor for tax related issues.
    **Products and services offered through LPL Financial.

    Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC.). Insurance products are offered through LPL or its licensed affiliates. South State Bank, N.A. and South State Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using South State Investment Services and may also be employees of South State Bank, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, South State Bank, N.A. or South State Investment Services. Securities and insurance offered through LPL or its affiliates are:

    The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

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