Women and Wealth Webinar - Year End Planning

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Women and Wealth Series - November 15 2022

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.

Topic: Year End Planning 

In this webinar, we discuss:
  • 2022 tax legislation including The Inflation Act of 2022
  • Fine-tuning your income tax withholding and estimated tax payments
  • Retirement Plans: required distributions, allowable contributions, and Roth conversions
  • Considerations around realizing capital gains or losses
  • Maximizing the tax benefit of your charitable giving
  • Annual exclusion gifting strategies for estate tax purposes
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  • Broker                                                                          LPL Financial Form CRS


    Your Bank (“SouthState Bank”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
    Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

    *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. SouthState Bank, N.A. and SouthState Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SouthState Investment Services and may also be employees of SouthState Bank, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SouthState Bank, N.A. or SouthState 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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