R.P. Boggs & Co. is expanding its financial planning team and broadening its areas of expertise with the addition of Sam Swisher to the team.
Swisher spent 24 years as a tax lawyer with an international oil company. For the last 11 years, he was worked with corporate managers, executives and small business owners at a Chicago financial planning firm. He has a law degree, CPA and is a Certified Financial Planner.
One of his strengths is creative tax planning,
“It has been my experience that clients cannot keep up with the complexity of the tax rules, and we see many instances where we can save clients tax by taking advantages of tax deductible savings opportunities,” Swisher said.
One reason Swisher chose the Boggs firm is because it’s a “fee-only” firm, so financial advisers do not receive compensation from recommended products.
“Another reason I chose the Boggs firm is the low-cost investment allocation models that we use for client’s portfolios. Some firms use high-cost mutual funds, which adversely affect the total return of the client’s investments,” he said.
Sam and his wife live in River Hills and enjoy boating, fishing and tennis.
Chamber spring luncheon April 27
Lake Wylie Chamber of Commerce will hold its annual Spring Appreciation Day Luncheon & Fashion Show noon-1:30 p.m. April 27 at River Hills Country Club.
Event sponsors are Bank of York and Watson Insurance.
Fashion show is by Alta of Rock Hill with local male and female models.
Reserve a seat for $25 or table for $325 by April 22.
Call 803-831-2827 or email firstname.lastname@example.org.
▪ The chamber’s annual Splash Dash 5K and 10K road race and 5K walk is June 11, starting and finishing at Camp Thunderbird.
Registration is open. Cost is $20 for runners, $10 for walkers. Race begins at 8 a.m. and winds through River Hills Plantation.
Volunteers are needed. Call 803-831-2827.
CaroMont hosting challenge May 14 in Belmont
For the third year, CaroMont Health will host the CaroMont Community Challenge, a 5K run, 1-mile fun walk and family-friendly event on May 14 at Stuart W. Cramer High School, 101 LakeWood Road, Belmont.
Runners and walkers of all ages are welcome.
“Whether you’re a seasoned runner or just starting to exercise, taking that first step is important, and we hope this event gives people an opportunity to compete, learn or just make connections to help them improve their health and wellness. We’re in our third year, and it just keeps getting better,” said Doug Luckett, president and CEO at CaroMont Health.
There will be health and fitness demonstrations, interactive fitness challenges, giveaways and prizes, and more.
The 5K run begins 8 a.m., followed by a 1-mile fun walk at 9 a.m.
Registration for the 5K costs $15 per person or $50 for a family rate (four or more), and includes a T-shirt. The 1-mile fun walk is free, but registration is required. Visit caromontcommunitychallenge.com to register.