Legacy Wealth Strategies’ Stan Swinson Teaches CPE Course for Accountants
Raleigh-based Legacy Wealth Strategies, announces today that associate Stan Swinson, ChFC, CLU recently presented three hours of continuing professional education to accountants at James A. Lucas and Company, LLP. The half-day program was broken into two segments. The first session was titled “Executive Benefits for Key Employees.” The second session was titled “Distribution Planning Using Inherited IRAs and Inherited Annuities.”
“Stan was very informative and the content he provided will help us counsel our clients more effectively,” says Jim Lucas, Jr., managing partner, James A. Lucas and Company, LLP .
Swinson is a 20-year industry veteran, spending the previous eight with Legacy Wealth Strategies. He works with business owners and successful individuals to develop financial strategies through planning, insurance, and investment advisory services. His areas of focus include investment, retirement, business-succession and estate planning, as well as life, long term care and disability insurance. Swinson holds a Certificate in Retirement Planning from the Wharton School of Business, University of Pennsylvania.
About Legacy Wealth Strategies:
Legacy Wealth Strategies focuses on financial planning and wealth management strategies, business succession planning and risk management services. Formed in 2004, the firm strives to provide forward-thinking and cost-effective financial strategies to its clients, helping them toward reaching their financial goals and achieving financial independence. Associates of Legacy Wealth Strategies offer securities through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. Legacy Wealth Strategies is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.
Legacy Wealth Strategies and the AXA Advisors Raleigh branch are located at 3201 Beechleaf Court, Suite 450, Raleigh, NC 27604. Financial services available to individuals and business owners through AXA Advisors, LLC include: strategies and products for financial protection and investments; asset allocation, college, retirement, business and estate planning strategies; life insurance, annuity and investment products. Visit www.legacyws.com or call 919.341.1639 for more information.
About AXA Equitable:
In business since 1859, AXA Equitable Life Insurance Company (NY, NY) is a leading financial protection company and one of the nation’s premier providers of life insurance, annuity, and financial products and services. The company’s products and services are distributed to individuals and business owners through its retail distribution channel, AXA Advisors, LLC (member FINRA, SIPC) and to the financial services market through its wholesale distribution channel, AXA Distributors, LLC.
Find AXA Equitable on Facebook and Twitter or visit the company’s multi-media newsroom The Source @ AXA Equitable. AXA Equitable, a subsidiary of AXA Financial Inc., is part of the global AXA Group, a worldwide leader in financial protection strategies and wealth management. “AXA Group” refers to AXA, a French holding company for an international group of insurance and financial services companies together with its direct and indirect consolidated subsidiaries. For more information, visit www.axa-equitable.com.
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GE 68566 (5/12)(Exp 5/14)