2006-2007 Officers President: Keith S. Hiatt, CPA 336-292-6872 1st Vice President/Membership: Jim Morgan, CLU, ChFC, CFP® 336-510-5402 2nd Vice President/Programs: Jim Tosco, III, CLU, AAMS 336-379-8207 Secretary-Treasurer: Scott Henegar, CLU, ChFC 336-510-5401 Immediate Past President: Martha Bradberry, CLU, ChFC, MBA 336-691-4266

Chapter Executive: Patricia A. Schaaf

336-292-5088

Greensboro Chapter News

UPDATE OF CURRENT EVENTS IMPORTANT TO FINANCIAL SERVICE PROFESSIONALS

Date: Tuesday, March 20, 2007 Time: 7:0 a.m. - 9:00 a.m. Location: Starmount Forest Country Club Speaker: D. Ward Russell, III President & CEO, The Todd Organization Cost: Guests are free the first visit if they are

eligible for membership. There is a fee of $12 if it is the second time someone is attending or if the guest is ineligible for joining.

REGISTRATION DEADLINE IS FRIDAY, March 16, 2007

Ward Russell has helped to develop customized executive benefits programs for public companies since joining The Todd Organization in 1989. Prior to assuming his current position as President and CEO, Ward was in charge of overseeing the sales and distribution activities for the firm, including the development of new and proprietary products and services. Ward’s expertise also encompasses the communications issues found in executive benefits programs. Two of his technical articles, "Supercharging Portfolios Through Tax Efficient Fixed Income Allocation" and "When Does Income Deferral Make Sense?" have been published in leading national benefits journals. Ward was employed in the securities brokerage field before joining The Todd Organization. He holds a B.A. from the University of North Carolina at Chapel Hill and an M.B.A. from Georgia State University. MEMBERSIP ALWAYS A TOP PRIORITY! We are still growing,! Our chapter’s goal is 30 new members and we are well on our way! Sponsors are awarded a $25 Friendly Shopping Center gift certificate when you recruit a new member! March prorated dues for new members are $150 for Regular members and $75 for Associates. Thank you for your support! JOIN US FOR A DAY OF INTERESTING SPEAKERS AND GREAT NETWORKING!

2007 Professional Day Thursday, May 31, 2007 at Bryan Park Enrichment Center 7:30 a.m – 3:45 p.m

We have engaged Natalie Choate, Esq., to speak about Estate and Distribution Planning for Retirements Benefits. Natalie is considered to be one of the leading authorities on this subject. Other topics include Private Premium Financing and Transferring Value to the Business Owner by speaker Thomas F. Commito, JD, LL.M., CLU, ChFC, Lincoln Financial Group. Ticket cost: $120 for members before May 1, $160 for non-members and tickets purchased after May 1. You may purchase tickets at the March and April meetings, but hurry -seating is limited!

March, 2007

www.sfsp.net/greensboro

A Multidisciplinary Network of Credentialed Financial Professionals www.sfsp.net/greensboro

MARCH MEETING SPONSORS:

Inclement Weather Policy:

We will cancel the monthly Membership meeting if the

Guilford County Governmental Offices are Closed due to

inclement weather.

TUESDAY, March 20, 2007 REGISTRATION Registration Deadline Is Noon On Friday, March 16, 2007

Send to: Pat Schaaf FAX: 294-1875 Email: SFSPgreensboro@triad.rr.com Chapter Executive 4205 Hobbs Road Telephone: 292-5088 Greensboro, NC 27410 MARCH BREAKFAST MEMBERSHIP MEETING q I will attend – Free to members if dues are paid. q I will also have the following guest(s) accompany me: Name of guest (s)________________________________________________ (Guests are free the first visit if they are eligible for membership. There is a fee of $30 if it is the second time someone is attending or if the guest is ineligible to join) Total Cost: Guest Fee $30 $ _______ Total Amount Enclosed $ _______ IMPORTANT: Please print your name here: _X______________________________________________

Any time you have a change of address, email, telephone number, or designation, please call Chapter Executive Pat Schaaf at 292-5088 or email SFSPgreensboro@triad.rr.com. Thank you!

March, 2007

www.sfsp.net/greensboro

Greensboro Chapter News Page 2

PAST PRESIDENTS HONORED AT FEBRUARY 2007 MEETING Thank you again to all the past Presidents that attended the February 20 meeting. We are the pre-eminent organization for credentialed professionals in the financial services industry and owe a huge debt to these leaders.

DO YOU HAVE A NEW DESIGNATION OR CHANGE OF ADDRESS? Please take a minute to complete the Chapter Member Survey so that your contact information is listed correctly in the membership book. Send the attached completed survey to Chapter Executive Pat Schaaf if you haven’t already done so. Thank you!

Left to right: Don Fry, Wayne Ford, Jim McKee, John Coggins, Stuart Tugman, Roger Seigler, Lynne Murray, Ed Sigmon, Penni Foust, Don Hawkes, Buck Campbell, William Walke, Martha Bradberry, Ernest Whichard, Lawton Gresham.

Not pictured: Bruce McGuirk, Ben Dunlap, Joe Moize, William O’Neil, Arthur Sohn, W. L. Seawell, Randall Macon, Robert Plybon, David Sprinkle

Next Membership Meeting:

April 17, 2007 Ward B. Anderson, CLU, ChFC

2005-2006 President of the National Society of SFP “Long Term Care and the Estate Planning Process”

2 Hours of CE

WELCOME NEW MEMBERS:

Minoo Rakhsha Newby & Streck, LLP

Sponsor: Connie Newby

Scott Dillon Carruthers & Roth

Sponsor: Wayne Ford

Jim Royals Wealth Advisory Partners, LLC

Sponsor: Ken Shahbaz

Jennifer L. J. Koenig Schell, Bray, Aycock, Abel &

Livingston, PLLC Sponsor: Keith Hiatt

Bruce Connors Bruce H. Connors, PLLC

Sponsor: Jim Morgan

Paula Sinozich Bruce H. Connors, PLLC

Sponsor: Jim Morgan

Proud Partners of the 2006 Triad Business Ethics Award

Community PartnersWake Forest University

Babcock School of BusinessUNC-G Bryan School of Business

Elon UniversityMartha & Spencer Love School of Business

High Point UniversityPhillips School of Business

Greensboro Chamber of CommerceHigh Point Chamber of Commerce

Winston-Salem Chamber of Commerce

business | real estate | trusts & estates

Greensboro | Chapel Hill

2007