South Carolina

CPA Personal Financial Planning Conference

October 19, 2010 | West Columbia, SC

Weathering the Storm

Sponsored by

Weathering the StormWith 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

For session descriptions, event details or to register, go to www.scacpa.org

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

TUESDAY, OCTOBER 19

COURSE CODE: 418010

REGISTRATION CATEGORYr SCACPA Memberr Non-Member r Other State CPA Society

REGISTRATION FEEq Choice Card $200q Early Bird $205 (expires 09/28/10)q Regular $230q Non-member $305

CONFERENCE MATERIALSo 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.

Email (required)

PARTICIPANT LISTA 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

Online www.scacpa.org

Mail SCACPA, 570 Chris Drive West Columbia, SC 29169

Fax (803) 791-4196 credit card and choice card payments only

Note: Full payment must accompany registration

Questions? Contact our CPE team, (803) 791-4181 ext. 110 or 112, or e-mail cpe@scacpa.org

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

Total Fees $_______

PAYMENT INFORMATION

Please indicate method of paymentq Check: I have enclosed a check payable to SCACPAq Visa q MasterCard q American Express q Discover q Choice Card

Choice Card Coupon Numbers

Credit Card #

Exp. Dateq Firm Card q Personal Card

CCV (3-4 Digits)

Name on Credit Card/Choice Card

Signature Date

THINGS YOU NEED TO KNOWProgram Details: Log onto www.scacpa.org for complete program details including session descriptions, speaker biographies, and secure online registration.

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.

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.

LOCATION INFORMATIONFacility and Hotel Accommodations: SCACPA Office570 Chris DriveWest Columbia, SC 29169(803) 791-4181

Hotel Accommodations:Hampton Inn1094 Chris DriveWest Columbia, SC 29169(803) 791-8940Room Rate: $79 based on availability Parking: Complimentary

Directions: Please log onto our website, www.scacpa.org for directions.

CONTINUING EDUCATION

ABOUT THIS EVENT

DON’T MISS THESE GREAT SPEAKERS!

Visit www.scacpa.org for more information.

Bill Brady, CPA (G07)

Neil Brown, CPA (D04)Burkett Financial Services

William Harrison (C03)The Harrison CompanyUniversity of South Carolina

Michael Keegan (E05)National Association of Health Underwriters

John Lynch (B02)Evergreen InvestmentsWells Fargo Funds Management Group

David Sojourner, J.D. (F06)Ellis Lawhorn & Sims, PA

Mike Walker (A01)Wells Fargo Company

Credit Card #

CPE Credit: 8 hours

Fields of Study: Consulting (2), Taxation (2.5), Other (2.5), Personal Development (1) CFP Credits: 7 hours

CFP Sponsor Number: 3124

Method of Presentation: Lecture

Level: All

PRSR

T ST

DU

S PO

STAG

E PA

IDPE

RMIT

NO

. 114

6Co

lum

bia,

SC

SOUT

H CA

ROLI

NA A

SSOC

IATI

ON O

F CPA

s57

0 Ch

ris D

rive

• Wes

t Col

umbi

a, S

C 29

169

(888

) 557

-481

4, To

ll fr

ee in

SC

• (80

3) 7

91-4

181

ww

w.S

CA

CPA

.org

Pers

onal

Fin

anci

al P

lann

ing

Conf

eren

ce

Oct

ober

19,

201

0 | W

est C

olum

bia,

SC