CPA
South Carolina
Personal Financial Planning Conference October 19, 2010 | West Columbia, SC
Weathering the Storm Sponsored by
Weathering the Storm With the declining stock market and home values, multiple bank and investment firm failures, credit crunch and increased costs for health care and every day necessities we must be prepared to weather the economic storm. You might ask, what should I do for me and my clients? The answer is, protect yourself and take cover financially, just as you would in the event of a real storm. A first step in this process is to attend this conference to gain knowledge and network with other professionals in the financial planning arena.
At A Glance TUESDAY, OCTOBER 19 8:00 – 8:25 am
Registration & Continental Breakfast
8:25 – 8:30 am
Welcome & Introductions
8:30 – 9:20 am
Life/Annuity Carrier: Financial Strength Review Process (A01) Consulting
9:20 – 10:35 am
Economic and Market Outlook (B02) Other
10:35 – 10:45 am Break
10:45 – 11:35 am
Real Estate Investments: Participants in Peril-One Year Later (C03) Consulting
11:35 am – 12:50 pm
2010 Health Care Reform Act: Individual Tax Planning Around This Legislation (D04) - Taxation 12:50 – 1:20 pm Lunch
1:20 – 2:10 pm
Health Reform – The New Law and its Implementation (E05) - Other
2:10 – 3:00 pm
Estate and Gift Tax Update (F06) Taxation
3:00 – 3:10 pm Break
3:10 – 4:00 pm
Work Less; Earn More (G07) - Personal Development
For session descriptions, event details or to register, go to www.scacpa.org
REGISTRATION
Personal Financial PLanning Conference COURSE CODE: 418010
REGISTRANT INFORMATION
REGISTRATION CATEGORY
Name (Please Print)
r SCACPA Member r Non-Member r Other State CPA Society
SCACPA Member # or other state CPA Society # Firm/Organization
REGISTRATION FEE q Choice Card $200 q Early Bird $205 (expires 09/28/10) q Regular $230 q Non-member $305
CONFERENCE MATERIALS o GO GREEN AND SAVE GREEN Please deduct $25 from your registration fee, and provide your e-mail address below. Materials will be provided approximately one week before the event.
Daytime Phone Fax Mobile Phone o Primary Phone
oSecondary Phone
Home Phone oPrimary Phone
oSecondary Phone
Address City/State/ZIP
Email (required) Email
PARTICIPANT LIST A Participant list will be provided to registrants attending the event upon request. Please check the following box to opt out of the listing. o
REGISTRATIONS ACCEPTED
PAYMENT INFORMATION 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
Online www.scacpa.org Mail
SCACPA, 570 Chris Drive West Columbia, SC 29169
Choice Card Coupon Numbers Credit Card #
Fax
(803) 791-4196 credit card and choice card payments only
Note: Full payment must accompany registration
Exp. Date CCV (3-4 Digits) q Firm Card q Personal Card Name on Credit Card/Choice Card Signature
Questions?
Date
Contact our CPE team, (803) 791-4181 ext. 110 or 112, or e-mail cpe@scacpa.org
ABOUT THIS EVENT THINGS YOU NEED TO KNOW
LOCATION INFORMATION
Program Details: Log onto www.scacpa.org for complete program details including session descriptions, speaker biographies, and secure online registration.
Facility and Hotel Accommodations: SCACPA Office 570 Chris Drive West Columbia, SC 29169 (803) 791-4181
Confirmation: A confirmation will be sent via e-mail 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. 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.
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 for directions.
CONTINUING EDUCATION CPE Credit: 8 hours Fields of Study: Consulting (2), Taxation (2.5), Other (2.5), Personal Development (1) CFP Credits: 7 hours
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.
CFP Sponsor Number: 3124 Method of Presentation: Lecture Level: All
DON’T MISS THESE GREAT SPEAKERS! John Lynch (B02) Evergreen Investments Wells Fargo Funds Management Group
Bill Brady, CPA (G07) Neil Brown, CPA (D04) Burkett Financial Services William Harrison (C03) The Harrison Company University of South Carolina Michael Keegan (E05) National Association of Health Underwriters
David Sojourner, J.D. (F06) Ellis Lawhorn & Sims, PA Mike Walker (A01) Wells Fargo Company
Visit www.scacpa.org for more information.
SOUTH CAROLINA ASSOCIATION OF CPAs
October 19, 2010 | West Columbia, SC
Personal Financial Planning Conference
570 Chris Drive • West Columbia, SC 29169 (888) 557-4814, Toll free in SC • (803) 791-4181 www.SCACPA.org
PRSRT STD US POSTAGE PAID PERMIT NO. 1146 Columbia, SC