2012 Personal Financial Planning Conference Brochure
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Transcript of 2012 Personal Financial Planning Conference Brochure
October 23, 2012South Carolina Association of CPAs HeadquartersWest Columbia, South Carolina
South Carolina
CPA
LEAVE NOTHING TO CHANCE
Personal Financial Planning Conference
Personal Financial Planning Conference
Leave Nothing to Chance
In this turbulent economy nothing can be left to chance,
especially when preparing for your financial future. The 2012
Personal Financial Planning Conference is designed to ensure
you have the tools you need to prepare for your future - and
your clients. Learn the latest strategies and techniques that
will enable you to excel as a trusted advisor and help your
clients succeed in attaining their financial goals.
Don’t let your strategy be left to chance. Register today and
tell a colleague to join you! www.scacpa.org/PFP
Educational Sessions
8:00 – 8:25 a.m. Registration & Continental Breakfast
8:25 – 8:30 a.m. Welcome and Introduction - Marsha LePhew
8:30 – 9:45 a.m. (A01) Economic Update – Ray Owens 1.5 credits, economic
9:45 – 10:35 a.m. (B01) Alternative Investments - Charles Flowers 1 credit, administrative practice
10:35 – 10:45 a.m. Networking Break with Exhibitors and Attendees
10:45 – 11:35 a.m. (C01) Common Mistakes Estate Planners Make Erin Cook – 1 credit, taxation
11:35 a.m. – 12:25 p.m. (D01) Distribution Planning for Client Owned and Inherited IRAs - Neil Brown 1 credit, administrative practice
12:25 – 12:55 p.m. Lunch and Networking
12:55 – 2:10 p.m. (E01) Estate and Gift Tax Update - Dave Sojourner 1.5 credits, taxation
2:10 – 2:20 p.m. Networking Break with Exhibitors and Attendees
2:20 – 4:00 p.m. (F01) Two Secrets to Extra Social Security Benefits Brett Horowitz – 2 credits, administrative practice
About this Event
W W W. S C A C PA . O R G / S O C I A L M E D I A
#PFP12
THINGS YOU NEED TO KNOWProgram Details: Log onto www.scacpa.org/pfp for complete program details including session descriptions, speaker biographies, and secure online registration.
Confirmation: A confirmation will be sent via email 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. Registrants receiving ematerials are not eligible for a transfer or cancellation once ematerials are posted online. Complete registration policy can be viewed online at www.scacpa.org/cpepolicies.
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.
Conference Materials: Conference materials are available electronically as PDFs only, making them easily available to view on your personal tablet or e-reader. Download the materials in advance and enjoy the convenience of going paperless. Electronic materials will be available for download from the SCACPA website approximately three days before the conference. Visit www.scacpa.org/eMaterials to learn how to download, navigate and annotate your eMaterials.
CONTINUING EDUCATION Event Code: 418012
CPE Credit: 8 hours
CFP Credit: Pending
Fields of Study: VariesSee conference schedule for fields of study.
Presentation Method: Lecture
Level: All
LOCATION INFORMATIONSouth Carolina Association of CPAs Office570 Chris DriveWest Columbia, SC 29169(803)791-4181
HOTEL ACCOMMODATIONSHampton Inn1094 Chris DriveWest Columbia, SC 29169(803) 791-8940Room Rate: $79 based on availabilityParking: Complimentary
DIRECTIONSLog onto our website, www.scacpa.org/conferences for directions.
FIRM DISCOUNTS AVAILABLERegister five or more people from the same company at the same time and receive a $15 discount per registrant.
GET CONNECTEDGet Social with SCACPA on Facebook, Twitter, LinkedIn and Wordpress!
Registration WAYS TO REGISTEROnline www.scacpa.org/PFP Mail SCACPA, 570 Chris Drive, West Columbia, SC 29169Fax (803)791-4196, credit and Choice Card only
2)
1)
Please indicate method of payment.q Check: I have enclosed a check payable to SCACPAq Visa q MasterCard q American Express q Discover q Choice Card (Enter coupon numbers below)
Credit Card #
Exp. Date CCV (3-4 Digits)
Name on Credit Card/Choice Card
Signature Date
r Participant List: A list will be provided to registrants attending the event upon request. Check this box to opt out of the listing.
Electronic Materials are provided for this event. eMaterials will be uploaded approximately 3 days before the event. Once materials are uploaded refunds or transfers are no longer acceptable. Materials are for the individual use of the registrant only and should not be shared. As a condition of your registration you accept the terms and conditions of the eMaterials. For download instructions visit www.scacpa.org/eMaterials.
Registration FeePlease select one from the following options.
r SCACPA or Other State CPA Society Member o $210 (SCACPA Members only by10/02/12) o $235 (SCACPA Members after 10/02/12
and other State CPA Society) o $200 Choice Card (SCACPA Members only)
r Non-Member o$335
r Discount Options o -$15 per person (Firms registering at least five people at the same time)
Contact Information (Please print)
Payment Information
Amount Due:
q Firm Card q Personal Card
Name
Firm/Organization
Address
Daytime phone
Mobile phone
Member #
City/State/Zip
Home phone
oSCACPA oOther State Society
m If you are disabled and require special services check here, and contact SCACPA at (888) 557-4814 ext. 110 or 112 to request assistance. m If you have a special dietary request check here. oVegetarian oFood Allergy oOther____________
Note: Full payment must accompany registration.
PFP Conference (418012)
Leave Nothing to Chance
PERSON
AL FIN
AN
CIAL PLA
NN
ING
CON
FERENCE
Register TOD
AY !
SC Association of CPAs570 Chris DriveW
est Columbia, SC 29169
www.scacpa.org
South Carolina
CPA
PRSRT STDUS PostagePAIDPerm
it No. 1146Colum
bia, SC