2012 Personal Financial Planning Conference Brochure

LEAVE NOTHING TO CHANCE

Personal Financial Planning Conference October 23, 2012 South Carolina Association of CPAs Headquarters West Columbia, South Carolina

South Carolina

CPA

Leave Nothing to Chance

Personal Financial Planning Conference 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 THINGS YOU NEED TO KNOW

Program 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 cpe@ scacpa.org.

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 cpe@scacpa.org.

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 cpe@ scacpa.org. 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: Varies See conference schedule for fields of study.

Presentation Method: Lecture Level: All

LOCATION INFORMATION

South Carolina Association of CPAs Office 570 Chris Drive West Columbia, SC 29169 (803)791-4181

HOTEL ACCOMMODATIONS

Hampton Inn 1094 Chris Drive West Columbia, SC 29169 (803) 791-8940 Room Rate: $79 based on availability Parking: Complimentary

DIRECTIONS

Log onto our website, www.scacpa.org/conferences for directions.

FIRM DISCOUNTS AVAILABLE

Register five or more people from the same company at the same time and receive a $15 discount per registrant.

GET CONNECTED

Get Social with SCACPA on Facebook, Twitter, LinkedIn and Wordpress!

WWW.SC ACPA.ORG/SOCIALMEDIA

#PFP12

Registration

WAYS TO REGISTER

Online www.scacpa.org/PFP Mail SCACPA, 570 Chris Drive, West Columbia, SC 29169 Fax (803)791-4196, credit and Choice Card only

PFP Conference (418012)

Registration Fee

Please 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)

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.

Note: Full payment must accompany registration.

Contact Information (Please print) Member #

Name

oSCACPA oOther State Society

Firm/Organization Address

City/State/Zip

Daytime phone

Home phone

Mobile phone

Email

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____________

Payment Information Amount Due: Please indicate method of payment.

Credit Card # q Check: I have enclosed a check payable to SCACPA q Visa q MasterCard q American Express Exp. Date q Discover q Choice Card (Enter coupon numbers below) 1) 2)

CCV (3-4 Digits)

q Firm Card q Personal Card

Name on Credit Card/Choice Card

Signature

Date

Leave Nothing to Chance PERSONAL FINANCIAL PLANNING CONFERENCE

Register TODAY !

South Carolina

CPA

SC Association of CPAs 570 Chris Drive West Columbia, SC 29169 www.scacpa.org

PRSRT STD

US Postage PAID Permit No. 1146 Columbia, SC