Personal Financial Planning Conference

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.

Email

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

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