Adviser completes semiannual training course
Carl Smith owner of The Smith Group completed his semiannual training from Americas IRA Experts with Ed Slott and Co LLC in Coronado California from Oct 27 through 29. The workshop attended by Ed Slott Master Elite IRA Advisor Group members offered in depth technical training on advanced retirement planning strategies estate planning and new tax laws. Highlights covered estate tax reduction IRA trust planning naming trusts as beneficiaries charitable rollovers DOL fiduciary rule 60 day rollover relief beneficiary planning Roth recharacterization creditor protection and withdrawal strategies with case studies and rulings affecting IRAs and retirement plans. Training was led by Ed Slott Jeff Levine Beverly DeVeny and Sarah Brenner with review of relevant cases and rulings.
MENTIONED IN THIS ARTICLE
Carl Smith
Smith Group
America
Ed Slott and Co. LLC
Coronado
California
Ed Slott
Department of Labor
IRS
Roth
Ed Slott and Co
CPA
Jeff Levine
Beverly DeVeny
Sarah Brenner
Blake and Associates Adds New Lawyer Hunter Alexander
Blake and Associates in Augusta welcomes Hunter Alexander, University of Georgia Law graduate, to join founder Sarah Blake. Alexander, 25, studied at Augusta University and aims to aid clients through difficult family law transitions. The firm is located at Enterprise Mill, 1450 Greene St.
MENTIONED IN THIS ARTICLE
Blake and Associates Law
Augusta
University of Georgia School of Law
Hunter Alexander
Blake and Associates
Alexander
Augusta State
Augusta University
Sarah Blake
Blake
Hunter
Enterprise Mill
Greene St
Augustafamilylawyer.com
Peach State FCU and Beech Island Credit Union Merge
Peach State FCU completes a merger with Beech Island Credit Union. Beech Island members join Peach State effective November 1 after a October 27 special meeting. Peach State expands in Augusta and adds branches while Beech Island gains broader access and resources.
MENTIONED IN THIS ARTICLE
Peach State Fcu
Beech Island Credit Union
Peach State Federal Credit Union
Beech Island
Peach State
Augusta
Richmond Community Fcu
ACT Fcu
Marshall Boutwell
Kimberly Clark Organization
National Credit Union Administration
Aiken
Joanne Harper
Beech Island Division
Peachstatefcu.org
Cranston Engineering Names Stockholders Dean and Murchison
Cranston Engineering Group PC names James P. Dean and Mitchell B. Murchison stockholders. Both engineers have built notable careers as individuals and leaders, with Dean starting as a CAD technician in 2004 and Murchison joining as a project engineer after Mercer University graduation in 2006.
MENTIONED IN THIS ARTICLE
James P. Dean
Mitchell B. Murchison
Cranston Engineering Group, PC
Dean
Murchison
Cranston Engineering Group
P.C
Augusta
Mercer University
Municipal Design
Rogers Earns Eagle Scout Rank at Court of Honor
Brandon Rogers, a South Aiken High School junior, earned the Eagle Scout rank after completing community service and leadership duties with Troop 146. He designed a railroad tie path from the Aiken County Historical Museum to the lower grounds to aid school tours, and was honored at St James Lutheran Church in Graniteville on November 6.
MENTIONED IN THIS ARTICLE
Brandon Rogers
South Aiken High School
Rogers
South Aiken Presbyterian Church
Aiken County
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Bobby
Whiskey Road
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Ted