Personal Financial Planning Conference October 20, 2011 | SCACPA, West Columbia
Manage Your Risks
South Carolina
CPA
South Carolina Association of Certified Public Accountants
Personal Financial Planning Conference
Manage Your Risks
R
isk management in financial planning is the systematic approach to the discovery and treatment of risks. The objective is to minimize worry by dealing with the possibility of loss before it happens. To hear the latest on the economy and professional resources available to assist you in developing a strategy to manage your risks as well as your clients, attend this conference. Register now to reserve your seat!
FOR EVENT DETAILS OR TO REGISTER, GO TO WWW.SCACPA.ORG/COURSECATALOG
At a Glance THURSDAY, OCTOBER 20 8:00 – 8:25 a.m.
Registration & Continental Breakfast
8:25 – 8:30 a.m.
Welcome and Introduction
8:30 – 9:45 a.m.
The Economy Moving Forward... Sort of (A01)
9:45 – 10:35 a.m.
Social Security 101 (B02)
10:35 – 10:45 a.m.
Break
10:45 a.m. – 12:00 p.m.
Boosting Your Profits with Tax Efficient Portfolio Management (C03)
12:00 – 12:30 p.m.
Lunch
12:30 – 1:20 p.m.
Benefits of the AICPA PFS Section and PFP Credential (D04)
1:20 – 2:10 p.m.
The Evolution of Elder Law: Addressing the Legal Issues Affecting the Aging and those with Special Needs (E05)
2:10 – 3:00 p.m.
Estate Tax and Gift Tax Update (F06)
3:00 – 3:10 p.m.
Break
3:10 – 4:00 p.m.
How to Stay Out of Trouble with Securities Regulators (G07)
CPE Credit: 8 | CFP Credits: 5.5 | Method of Presentation: Lecture | Level: All
REGISTRATION
Personal Financial Planning Conference EVENT CODE: 418011 REGISTRATION CATEGORY
r SCACPA Member r Non-member r Other State Society Member
REGISTRATION FEE
REGISTRANT INFORMATION Name (Please Print) SCACPA Member # or other state CPA Society #
r Choice Card, $200 r Early Bird, $205 (Exp. 9/29) r Member, $230 r Non-member, $305
Firm/Organization
DIETARY REQUESTS
Daytime Phone
r Vegetarian r Food Allergy _____________ Fax
CONFERENCE MATERIALS Go Green & Save Green! q Check this box, provide your email address below and save $25 on your registration fee. Electronic materials will be provided approximately one week before the event.
Mobile Phone o Primary Phone
oSecondary Phone
Home Phone oPrimary Phone
oSecondary Phone
Address Email address required
PARTICIPANT LIST
City/State/ZIP
q A participant list will be provided to registrants attending the event upon request. Please check this box to opt out of the listing.
REGISTRATIONS ACCEPTED
PAYMENT INFORMATION
Online www.scacpa.org/conferences Mail
SCACPA, 570 Chris Drive West Columbia, SC 29169
Fax
(803) 791-4196 credit card and choice card payment only
Note: Full payment must accompany registration
Total Fees $_______ Please indicate method of payment q Check: I have enclosed a check payable to SCACPA q Visa q MasterCard q American Express q Discover q Choice Card: _______________ , ______________ coupon number 1
REGISTRATION FEE DESCRIPTION : Choice Card (CC): Available to SCACPA members only. The CC is only good for one year and is available on all courses that are four CPE hours or more except events co-sponsored by other vendors, i.e., AHI/AICPA, SC Bar, IMA, CPA2Biz, etc. | Non-Member (NM): Anyone who is not a member of SCACPA or any other state CPA society. | Regular Member (M): SCACPA members who register with payment less than three weeks prior to the event date and other state CPA society members. | Early Bird (EB): SCACPA members who register with payment at least three weeks prior to the event date.
coupon number 2
Credit Card # Exp. Date
CCV (3-4 Digits)
q Firm Card q Personal Card
Name on Credit Card Signature
Date
ABOUT THIS EVENT THINGS YOU NEED TO KNOW
Program Details: Log onto www.scacpa.org/conferences 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. Transfers or cancellations for registrants requesting electronic materials are not accepted after the electronic materials are posted. 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 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. Complete registration policy can be viewed online at www.scacpa.org/cpepolicies.
EVENT LOCATION INFORMATION Event Facility SCACPA 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
Please log onto our website, www.scacpa.org/conferences for directions.
GET CONNECTED
Get Social with SCACPA on Facebook, Twitter, LinkedIn and Wordpress!
WWW.SC ACPA.ORG/SOCIALMEDIA
Meet the Speakers! Mark Witte, PhD (A01) College of Charleston
Sheryl Rowling (C03) Rowling, Dold & Associates, LLP
Bill Condon, CPA, JD (G07) Bill Condon Law Firm, LLC
Susan Tillery, CPA, PFS, CFP (D04) Paraklete Financial Inc.
Chris Jenkins (B02) Social Security Administration
Ken Wingate, CPA (F06) Sweeny, Wingate & Barrow, PA
Franchelle Millender, JD (E05) Sherrill and Roof, LLP
South Carolina Association of CPAs
570 Chris Drive • West Columbia, SC 29169 (888) 557-4814, Toll free in SC • (803) 791-4181 www.scacpa.org
Manage Your Risks
October 20, 2011 | SCACPA, West Columbia
Personal Financial Planning Conference
CPA
South Carolina
CPA
South Carolina
PRSRT STD US POSTAGE PAID PERMIT NO. 1146 Columbia, SC