2010 pfp conference
DESCRIPTION
2010 PFP ConferenceTRANSCRIPT
South Carolina
CPA Personal Financial Planning Conference
October 19, 2010 | West Columbia, SC
Weathering the Storm
Sponsored by
Weathering the StormWith the declining stock market and home values, multiple bank and
investment firm failures, credit crunch and increased costs for health care and
every day necessities we must be prepared to weather the economic storm.
You might ask, what should I do for me and my clients? The answer is, protect
yourself and take cover financially, just as you would in the event of a real
storm. A first step in this process is to attend this conference to gain knowledge
and network with other professionals in the financial planning arena.
At A Glance
For session descriptions, event details or to register, go to www.scacpa.org
8:00 – 8:25 am Registration & Continental Breakfast
8:25 – 8:30 am Welcome & Introductions
8:30 – 9:20 am Life/Annuity Carrier: Financial Strength Review Process (A01) - Consulting
9:20 – 10:35 am Economic and Market Outlook (B02) - Other
10:35 – 10:45 am Break
10:45 – 11:35 am Real Estate Investments: Participants in Peril-One Year Later (C03) - Consulting
11:35 am – 12:50 pm 2010 Health Care Reform Act: Individual Tax Planning Around This Legislation (D04) - Taxation 12:50 – 1:20 pm Lunch
1:20 – 2:10 pm Health Reform – The New Law and its Implementation (E05) - Other
2:10 – 3:00 pm Estate and Gift Tax Update (F06) - Taxation
3:00 – 3:10 pm Break
3:10 – 4:00 pm Work Less; Earn More (G07) - Personal Development
TUESDAY, OCTOBER 19
COURSE CODE: 418010
REGISTRATION CATEGORYr SCACPA Memberr Non-Member r Other State CPA Society
REGISTRATION FEEq Choice Card $200q Early Bird $205 (expires 09/28/10)q Regular $230q Non-member $305
CONFERENCE MATERIALSo GO GREEN AND SAVE GREEN Please deduct $25 from your registration fee, and provide your e-mail address below. Materials will be provided approximately one week before the event.
Email (required)
PARTICIPANT LISTA Participant list will be provided to registrants attending the event upon request. Please check the following box to opt out of the listing. o
REGISTRATIONS ACCEPTED
Online www.scacpa.org
Mail SCACPA, 570 Chris Drive West Columbia, SC 29169
Fax (803) 791-4196 credit card and choice card payments only
Note: Full payment must accompany registration
Questions? Contact our CPE team, (803) 791-4181 ext. 110 or 112, or e-mail [email protected]
REGISTRATION Personal Financial PLanning Conference
REGISTRANT INFORMATION
Name (Please Print)
SCACPA Member # or other state CPA Society #
Firm/Organization
Daytime Phone
Fax
Mobile Phone o Primary Phone oSecondary Phone
Home Phone oPrimary Phone oSecondary Phone
Address
City/State/ZIP
Total Fees $_______
PAYMENT INFORMATION
Please indicate method of paymentq Check: I have enclosed a check payable to SCACPAq Visa q MasterCard q American Express q Discover q Choice Card
Choice Card Coupon Numbers
Credit Card #
Exp. Dateq Firm Card q Personal Card
CCV (3-4 Digits)
Name on Credit Card/Choice Card
Signature Date
THINGS YOU NEED TO KNOWProgram Details: Log onto www.scacpa.org for complete program details including session descriptions, speaker biographies, and secure online registration.
Confirmation: A confirmation will be sent via e-mail or mail when your registration is processed. In the event your confirmation is not received, please contact our CPE Team at (888) 557-4814, ext. 110 or 112 or [email protected].
Registration Modifications: Transfers made one week before event date will incur a $25 administrative fee. Cancellations received less than one week before the event forfeit the materials and entire registration fee. Substitutions are accepted up to the day of the event and are subject to fee adjustments based on membership status of substitute. No shows forfeit the materials and entire registration fee.
Special Requests: Please contact us as soon as possible with special need requests, CPE Team at (888) 557-4814, ext. 110 or 112 or [email protected].
Questions, Modifications, or Requests: SCACPA CPE Team members are available Monday-Friday, 8:00 am – 5:00 pm at (888) 557-4814, ext. 110 and 112, or [email protected]. Messages may be left 24 hours a day.
LOCATION INFORMATIONFacility and Hotel Accommodations: SCACPA Office570 Chris DriveWest Columbia, SC 29169(803) 791-4181
Hotel Accommodations:Hampton Inn1094 Chris DriveWest Columbia, SC 29169(803) 791-8940Room Rate: $79 based on availability Parking: Complimentary
Directions: Please log onto our website, www.scacpa.org for directions.
CONTINUING EDUCATION
ABOUT THIS EVENT
DON’T MISS THESE GREAT SPEAKERS!
Visit www.scacpa.org for more information.
Bill Brady, CPA (G07)
Neil Brown, CPA (D04)Burkett Financial Services
William Harrison (C03)The Harrison CompanyUniversity of South Carolina
Michael Keegan (E05)National Association of Health Underwriters
John Lynch (B02)Evergreen InvestmentsWells Fargo Funds Management Group
David Sojourner, J.D. (F06)Ellis Lawhorn & Sims, PA
Mike Walker (A01)Wells Fargo Company
Credit Card #
CPE Credit: 8 hours
Fields of Study: Consulting (2), Taxation (2.5), Other (2.5), Personal Development (1) CFP Credits: 7 hours
CFP Sponsor Number: 3124
Method of Presentation: Lecture
Level: All
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