Financial planning brochure

Protect your client’s nest egg

Financial Planning Conference Tuesday, October 22, 2013 SC Bar Conference Center, Columbia www.scacpa.org/FP2013

CPE By Design C re at e. L e a r n . Exc el.

Finacial Planning Conference

CPE By Design Cre ate . Learn. Excel.

Conference Schedule 8 – 8:30 a.m.

Registration & Continental Breakfast

Tuesday, Oct. 22 12:10 – 12:55 p.m.

Lunch and Networking

8:30 – 9:20 a.m.

(A01) Economic Outlook: What’s on the Horizon?

Rick Kaglic, The Federal Reserve Bank of Richmond – 1 credit, Economics

12:55 – 2:35 p.m.

(E01) Fixed Income Investing Gerald Townsend, CPA, CFP, CFA, CMT, PFS Townsend Asset Management Corp. – 2 credits, Finance

9:20 – 9:25 a.m.

2:35 – 2:45 p.m.

Change Break

9:25 – 10:15 a.m.

(B01) Life After DOMA - Estate Planning for the Non-Traditional Family Erin Cook, Estate Planning of SC, LLC – 1 credit, Taxes 10:15 – 10:25 a.m.

Networking Break

2:45 – 4:45 p.m.

(F01) HR Implications of Health Care Reform Norman Clarke, Clarke & Company Benefits, LLC – 2 credits, Specialized Knowledge & Applications

Networking Break

10:25 – 11:15 a.m.

(C01) What’s Happening in Probate Law? Catherine H. Kennedy, Turner Padget Graham & Laney P.A. – 1 credit, Taxes 11:15 – 11:20 a.m. Change Break 11:20 a.m. – 12:10 p.m.

(D01) Financial Planning Ideas Exchange Neil Brown, Burkett Financial Services, LLC; Ashleigh Brooker, AJ Brooker Financial Associates; Cheryl Holland, Abacus Planning Group – 1 credit, Administrative Practice

CONTINUING EDUCATION Event Code: 418013 CPE Credit: 8 hrs

CFP Credit: Pending

Fields of Study: Economics (1 hr); Taxes (2 hrs); Administrative Practice (1 hr); Finance (2 hrs); Specialized Knowledge & Applications (2 hrs) Method of Presentation: Lecture

Level: All

About This Event

LOCATION INFORMATION

THINGS YOU NEED TO KNOW

Program Details: Log onto www.scacpa. org/FP2013 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 four business days before the event and are subject to fee adjustments based on membership status of substitute. No shows forfeit the materials and entire registration fee. Refunds, substitutions, transfers and cancellations are not accepted after eMaterials are uploaded to website.

Complete registration policy can be viewed online at www.scacpa.org/cpepolicies.

Special Requests: Please contact us as soon as possible with special needs 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, 8:30 a.m. – 5:00 p.m. at (888) 557-4814, ext. 110 and 112, or cpe@ scacpa.org. Messages may be left 24 hours a day.

Firm Discount: Register five or more people from the same firm at the same time and receive a $15 discount per registrant.

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/

Conference Facility: South Carolina Bar Conference Center 1501 Park Street Columbia, SC 29202 (803) 771-0003 Parking: Complimentary in parking lot adjacent to the building, and overflow in Park Street city garage at $10 per day.

Hotel Accommodations: SpringHill Suites by Marriott 511 Lady Street Columbia, SC 29201 (803) 978-2333 Room rate: $119, Based on availability Directions: Please log onto our website, www.scacpa.org/fp2013 for directions.

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Financial Planning Conference Registration (418013) REGISTRATION FEE (Please select one fee option)

CONTACT INFORMATION (Please Print)

q SCACPA or Other State Society o $215 (by Oct. 1 - SCACPA members only)

o $240 (after Oct. 1)

Name

q Non-Member

o $340

Address

City/State/Zip

Daytime phone

Cell phone

q A participant list may be provided to attendees, speakers, exhibitors/sponsors 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.

Materials are copyrighted and permission to download and/or print is granted to the paid participant of the event exclusively. Materials will not be provided to you at the event.

SCACPA cannot guarantee Internet access. Please download the materials to your device in advance. Once the materials are uploaded to the SCACPA website, refunds, transfers, substitutions and cancellations are no longer accepted. As a condition of your registration you accept the terms and conditions of the eMaterials. For download instructions visit www.scacpa.org/eMaterials.

Member #

oSCACPA oOther State Society

Firm/Organization

Email o If you are disabled and require special services check here, and contact SCACPA at (888) 557-4814 ext. 110

or 112 to request assistance. o If you have a special dietary request check here. oVegetarian oFood Allergy o Other ______________

PAYMENT INFORMATION Amount Due: ____________________ q Firm Card q Personal Card

Credit Card #

Please indicate method of payment. q Check: payable to SCACPA q Visa q MasterCard q American Express q Discover Exp. Date

CCV (3-4 Digits)

Name on Credit Card Signature

Date

Financial Planning Conference Tuesday, October 22, 2013 SC Bar Conference Center, Columbia www.scacpa.org/FP2013

Protect your client’s nest egg CPE By Design C reate. Le ar n . Ex cel .

South Carolina

CPA

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

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