South Carolina

CPASouth Carolina Association of Certified Public Accountants

Personal Financial Planning ConferenceOctober 20, 2011 | SCACPA, West Columbia

Manage Your Risks

FOR EVENT DETAILS OR TO REGISTER, GO TO WWW.SCACPA.ORG/COURSECATALOG

Risk 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!

Manage Your RisksPersonal Financial Planning Conference

CPE Credit: 8 | CFP Credits: 5.5 | Method of Presentation: Lecture | Level: All

Manage Your Risks

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)

At a Glance

REGISTRATION Personal Financial Planning Conference

REGISTRANT INFORMATION

Name (Please Print)

SCACPA Member # or other state CPA Society #

Firm/Organization

Daytime Phone

Fax

Mobile Phone o Primary Phone oSecondary Phone

Home Phone oPrimary Phone oSecondary Phone

Address

City/State/ZIP

Email

Credit Card #

Exp. Date CCV (3-4 Digits)

Name on Credit Card

Signature Date

q Firm Card q Personal Card

PAYMENT INFORMATION

Total Fees $_______

Please indicate method of paymentq Check: I have enclosed a check payable to SCACPA

q Visa q MasterCard

q American Express q Discoverq Choice Card: _______________ , ______________

coupon number 1 coupon number 2

EVENT CODE: 418011

REGISTRATION CATEGORYr SCACPA Member r Non-member r Other State Society Member

REGISTRATION FEE r Choice Card, $200 r Early Bird, $205 (Exp. 9/29)r Member, $230 r Non-member, $305

DIETARY REQUESTSr Vegetarian r Food Allergy _____________

CONFERENCE MATERIALSGo 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.

PARTICIPANT LISTq A participant list will be provided to registrants attending the event upon request. Please check this box to opt out of the listing.

REGISTRATIONS ACCEPTEDOnline 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

Email address required

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 mem-bers 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 pay-ment at least three weeks prior to the event date.

Meet the Speakers!Mark Witte, PhD (A01)

College of Charleston

Bill Condon, CPA, JD (G07)Bill Condon Law Firm, LLC

Chris Jenkins (B02)Social Security Administration

Franchelle Millender, JD (E05)Sherrill and Roof, LLP

Sheryl Rowling (C03)Rowling, Dold & Associates, LLP

Susan Tillery, CPA, PFS, CFP (D04)Paraklete Financial Inc.

Ken Wingate, CPA (F06)Sweeny, Wingate & Barrow, PA

Credit Card #

Exp. Date CCV (3-4 Digits)

Name on Credit Card

Signature Date

q Firm Card q Personal Card

THINGS YOU NEED TO KNOWProgram 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.

ABOUT THIS EVENTEVENT LOCATION INFORMATIONEvent FacilitySCACPA Office570 Chris Drive, West Columbia, SC 29169(803) 791-4181

Hotel AccommodationsHampton Inn1094 Chris Drive, West Columbia, SC 29169(803) 791-8940Room Rate: $79 based on availability Parking: Complimentary

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

GET CONNECTEDGet Social with SCACPA on Facebook, Twitter, LinkedIn and Wordpress!

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