Gift Planning Workshop

Social Security: Leverage Your Opportunities for Tax Deductions and Charitable Giving

Presented by Ryan R. Hyslop, Morgan Stanley Wealth Management

Learn more about the income tax benefits of Social Security when incorporated into an overall retirement distribution and gifting strategy, as well as about Social Security’s longevity and lifetime cost-of-living adjustment benefits. Find out what’s new in 2015 for charitable tax deductions, gifting, and leveraged gifts through life insurance. Our discussion will also focus on understanding the nuances of the Social Security system and the differences between the primary, spousal and survivor benefits, especially with an eye toward maximizing charitable gift planning.

Wednesday, January 14, 2015 | 11:30 a.m. – 1:00 p.m.

Lunch will be served

Seuss Library, Ida and Cecil Green Faculty Club

Complimentary parking in lot 206
RSVP to ca@ucsd.edu
or call Tammy (858) 822-6617 by January 12, 2015

About the Speaker

Ryan R. Hyslop

Ryan R. Hyslop is first vice president and senior partner of the Hyslop/Tate Group at Morgan Stanley Wealth Management, where he focuses on retirement distribution planning. He lectures frequently on Social Security, Medicare and tax efficient retirement planning. He has been a guest speaker for the California Society of CPAs, the Southern California Institute for Wealth Advisors, AARP, the UC San Diego Retirement and Emerti Associations, Greater San Diego YMCA associations and various other professional organizations.

Ryan is a member of several San Diego county organizations, including the North County Estate Planning Council, UC San Diego Gift Planning Advisors Cabinet, The Tailhook Association of Naval Aviators, Swamis Cycling Association and the Southern California Golf Association. Ryan is married to his lovely bride, Carly, and spends his free time in Cardiff by the Sea, enjoying the beauty of the ocean, cycling, soccer, golf and watching the San Diego Chargers.