Put a winning game
plan into action.
www.scacpa.org/FP2014
South Carolina
CPA
Columbia, SC
2014 Financial Planning Conference
S.C. Bar Conference Center, Columbia, S.C.
In today’s complex financial environment, clients rely on you to help
develop a strategy to achieve their financial goals. The 2014 Financial
Planning Conference offers the tools you need to put a winning game
plan into action.
Discover what’s on the economic horizon, share best practices and
innovative ideas and hear key updates on issues that impact financial
well-being. Register today and acquire the knowledge and resources
you need to be a game changer for your clients.
Thank You to Our Exhibitors!
BlueChoice HealthPlan
www.bluechoicesc.com
Central Carolina Community Foundation
www.yourfoundation.org
SCHEDULE Thurs., Oct. 28
Time
Event/Course
8:00 - 8:30 a.m.
Registration and Continental Breakfast
8:30 - 9:20 a.m.
(A01) Regional Economic Update and Outlook
1 credit, Economics
9:20 - 9:25 a.m.
Change Break
9:25 - 10:15 a.m.
(B01) Managing Tax Identity Theft
1 credit, Tax
10:15 - 10:25 a.m.
Networking Break/Visit Exhibitors
10:25 - 11:40 a.m.
(C01) Financing Planning Ideas Exchange
1.5 credits, Administrative Practice
11:40 a.m. - 12:30 p.m.
Lunch
12:30 - 1:45 p.m.
(D01) Divorce Planning
1.5 credits, Administrative Practice
1:45 - 1:50 p.m.
Change Break
1:50 - 2:40 p.m.
(E01) Alternative Investments
1 credit, Administrative Practice
2:40 - 2:50 p.m.
Networking Break/Visit Exhibitors
2:50 - 4:30 p.m.
(F01)10 Pitfalls to Avoid in Regards to Health Care
2 credits, Administrative Practice
Speakers
Rick Kaglic, Senior Regional Economist
The Federal Reserve Bank of Richmond
Thomas (Tom) Sheaffer
Internal Revenue Service
Panelist: Neil Brown, CPA, CFP, Burkett Financial
Services; Thomas Gore, CFP, Core Advisors; Marsha
LePhew, CPA/PFS, CFP, CHFC, RLP, LePhew Financial
Services; Katie Stokes, CFP, J.E. Wilson Advisors, LLC
Cynthia J. MacAulay, CPA/CFF, CDFA
Dixon Hughes Goodman, LLP
Charles Flowers, AIF
Abacus Planning Group, Inc.
Brian Stritt, Founder & CEO
Forum-Benefit Management for Health, Life
and Disability
Oct. 28, 2014 | www.scacpa.org/FP2014
Things You Need to Know
Hotel Accommodations
Holiday Inn - West Columbia Airport
110 McSwain Drive, West Columbia, SC 29169
Room Rate: $99
Call (803) 391-4000
Located 5 miles from the SC Bar Conference Center
Directions: Please log onto our website,
www.scacpa.org/FP2014
Conference Facility
SC Bar Conference Center
1501 Park Street, Columbia, SC 29202
(803) 771-0333 | Parking is complimentary
Continuing Education
Event Code: 418014
CPE Credit: 8hrs (1.0 Economics 1.0 Tax,
6.0 Administrative Practice)
Level: All
STAY CONNECTED
to your SCACPA colleagues
Friend us on Facebook.
www.facebook.com/SCACPA
Chat with is on Twitter.
#FP2014
Join our group on LinkedIn.
www.linkedin.com
Oct. 28, 2014 | www.scacpa.org/FP2014
Registration Information:
Registration is on a first-come, first-served basis.
The registration fee for an 8 hour event includes
the cost of eMaterials, instruction, lunch and
breaks. All registrations must be accompanied by
full payment, or government voucher, before a
seat is reserved in the course. SCACPA does not
invoice for the course registration fee. Payment
may be in the form of a personal or company
check, or charged to an American Express,
Discover, MasterCard or VISA.
Confirmation: A confirmation is sent to
each registered participant. The confirmation is
computer generated and mailed or emailed after
payment is received and processed. If you do
not receive a confirmation within 3-5 business
days after registering, please contact the SCACPA
office to confirm your registration. If you register
late, you may not receive a confirmation before
the course.
Special Requests: Please notify us
of your need at the time of registration or
at least two weeks prior to course date. You may
find it necessary to bring a light jacket or sweater
to programs. Room temperatures vary, and we
want you to be as comfortable as possible to get
the most out of your training experience. Contact
the CPE team at 888-557-4814 ext. 110 or 112 or
[email protected].
Firm Discount: Register five or more people
from the same firm at the same time and receive
a $15 discount per registrant.
Registration Modifications:
Substitutions, transfers and cancellations will
not be accepted by phone. These items must be
in writing and emailed to [email protected], faxed
to (803)791-4196, or mailed to SCACPA, 1300
12th St., Suite D, Cayce, SC 29033 before the
event date. You will receive confirmation of your
request via email, fax or phone within one day.
If you do not, it is your responsibility to verify
the office received the request. Any balance
after a transfer or cancellation may be applied
to another program or refunded. Refunds,
substitutions, transfers and cancellations are not
accepted after eMaterials are uploaded to the
website. Complete registration policy can be
viewed online at www.scacpa.org/cpepolicies.
Ematerials: Course materials are available
electronically as PDFs only, making them easily
available to view on your personal tablet or
e-reader. Electronic materials will be uploaded
approximately 3 days before the event.
Materials are copyrighted and permission to
download and/or print is granted to the paid
participant of the event exclusively. Materials
will not be provided to you at the event.
SCACPA cannot guarantee Internet access.
Please download the materials to your device
in advance. Once the materials are uploaded
to the SCACPA website, refunds, transfers,
substitutions and cancellations are no longer
accepted. As a condition of your registration
you accept the terms and conditions of the
electronic materials. Visit www.scacpa.org/
ematerials to learn how to download, navigate
and annotate your electronic materials.
Financial Planning Conference (418014)
REGISTRATION CATEGORY
SCACPA Member
REGISTRANT INFORMATION
PAYMENT INFORMATION
TOTAL FEES: $
Member #
Check Enclosed
Name (please print)
Other State CPA Society
Member #
Discover
Firm/Organization
Nonmember
Daytime phone
RATES
SCACPA Member - Early Bird
(By Oct. 7)
SCACPA Member
$220
Other State Society Members
$245
Non-Members
$345
$245
OTHER
I have read and understand SCACPA’s full
registration policies posted at www.scacpa.org/
cpepolicies
Visa
A participant list may be provided to attendees,
speakers, exhibitors/sponsors attending the event
upon request. Check this box to opt out of the listing.
home mobile
Secondary phone mobile
office
home office
MasterCard
American Express
Print Card Holder’s Name
Credit Card Number
Expiration Date
Address
CVV
City/State/ZIP
Card Holder’s Signature
Email Address
Vegetarian
Vegan
Food Allergy:
Online: www.scacpa.org/FP2014
Fax: (803) 791-4196
Credit card payments only
Mail: SCACPA, 1300 12th St., Suite D
Cayce, SC 29033
Oct. 28, 2014 | www.scacpa.org/FP2014
SC Association of CPAs
1300 12th Street, Suite D
Cayce, SC 29033
www.scacpa.org
Put a winning game
plan into action.
Oct. 28, 2014 | Columbia, SC
FIRST CLASS
US Postage
PAID
Permit No. 1146
Columbia, SC