Tax Impact of Hurricane Katrina Highlights The American College’s 2006 Tax Planning Update

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To help advisors counsel clients affected by Katrina as well as other clients with the usual array of year-end planning issues, The American College, the nation’s leading financial services educator, is hosting its 22nd annual Tax Planning Update for 2006 on Thursday, December 8 between 8:45 a.m. to 4:30 p.m. on campus at the Gregg Conference Center. The event is sponsored by Wachovia Bank and will feature faculty of The College and other experts.

Hurricane Katrina was one of the most powerful storms to ever hit the continental United States, causing horrific destruction and loss of life. In response to the storm’s destruction, Congress has passed tax relief legislation to aid those devastated by this storm.

To help advisors counsel clients affected by Katrina as well as other clients with the usual array of year-end planning issues, The American College, the nation’s leading financial services educator, is hosting its 22nd annual Tax Planning Update for 2006 on Thursday, Dec. 8 between 8:45 a.m. to 4:30 p.m. on campus at the Gregg Conference Center. The event is sponsored by Wachovia Bank and will feature faculty of The College and other experts.

Ghislaine Austin, a Managing Director for asset management in Wachovia Wealth Management, will be the featured lunchtime speaker. Ms. Austin has more than 27 years of experience in the investment management industry. Prior to her association with Evergreen Investments, Ms. Austin has been affiliated with Summit Bank, Connecticut Bank and Trust, and Scudder Stevens and Clark.

The conference will include legislative, regulatory and strategy updates on the range of issues presented to advisors by their clients. This will include discussions of income tax,

pension and retirement, charitable, estate and business planning topics as well as information about the Katrina Emergency Tax Relief Act of 2005 (KETRA). Speakers include:

·    William R. Swindle, JD, LLM, Senior Vice President, National Tax Director, Financial Planning Group, Wachovia Wealth Management

·    Peter J. May, JD, LLM, CFP®, Vice President, Financial Planner, Wachovia Wealth Management

·    John McFadden, JD, Robert K. Clark Chair in Exec. Compensation and Benefit Planning, Professor of Taxation and Pensions, The American College

·    Ted T. Kurlowicz, JD, LLM, CLU®, ChFC®, AEP, Charles E. Drimal Estate Planning, Professorship, Professor of Taxation

·    Thomas M. Brinker, Jr., JD, LLM, CPA, ChFC, AEP, Professor of Taxation, Arcadia University; Adjunct Professor of Taxation, The American College

·    David A. Littell, JD, Joseph Boettner Chairholder in Financial Gerontology, Professor of Taxation, The American College

·    H. King McGlaughon, JR., JD, MDiv, Exec. VP; Sallie B. and William B. Wallace Chairholder in Philanthropic Studies, The American College

The registration fee for this event is $175.00 and includes the educational program, materials, lunch and refreshments. The event is open to all interested parties. Group discounts are available. Overnight accommodations are available at the Gregg Conference Center. The Center features beautiful hotel rooms, a gym and an outstanding new game room for evening entertainment. To make a reservation, please call 610-526-1100. For more information, or to be added to the mailing list for this special event, please contact Wendy Sutowski at 610-526-1204.

About Wachovia Wealth Management

Wachovia Wealth Management is the 4th largest wealth manager in the country, according to Barron’s 2004 ranking of U.S. Wealth Managers. Wachovia is one of the largest providers of financial services to retail, brokerage and corporate customers in the nation, with assets of $532.4 billion, market capitalization of $73.9 billion and stockholders’ equity of $46.8 billion at September 30, 2005. Its four core businesses, the General Bank, Capital Management, Wealth Management, and the Corporate and Investment Bank, serve 13 million household and business relationships primarily through 3,138 offices in 15 states and Washington, D.C. Its full-service retail brokerage firm, Wachovia Securities, LLC, also serves clients through 702 offices in 49 states and five Latin American countries. The Corporate and Investment Bank serves clients in selected industries nationwide. Global services are offered through 40 offices around the world. Online banking and brokerage products and services also are available through http://www.wachovia.com.

About The American College

The American College is the nation’s leading non-profit educator of professionals in the insurance and financial services industry. Located on a 35-acre campus in Bryn Mawr, Pennsylvania, The College is a public charity that serves over 35,000 students annually, predominantly on a distance education basis. The American College offers an array of specialized designation programs, Master of Science degrees in several disciplines and customized continuing education programs for those pursuing a career in financial services. For more information, visit http://www.TheAmericanCollege.edu.

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Eric Gordon