GREENSBORO CHAPTER

Quick Links

FSP National Website

Mbr Directory [Members Only]


 

Calendar

Filter by:

Sort by:

Members, login to receive member pricing

Date Event Title Event Type
Sep 16–
Sep 16, 2014
Shifting from Estate Tax to Income Tax Planning Breakfast Meeting Chapter:
Greensboro Chapter FSP
Time: 07:30 AM – 10:15 AM
Add'l Info: This course has been approved for 2 hours CE, CPE, CFP and 1.75 hours of CLE
Location: Starmount Forest Country Club
1 Sam Snead Drive
Greensboro NC
  Speaker(s): Lynne F. Stebbins, JD, AEP, CLU, ChFC  
  Summary: Topic: With the estate tax exemption now up to $5.34 million, there has been a shift in focus from estate tax planning to income tax planning. Come hear about how planning techniques involving life insurance, annuities, charitable giving, qualified and non-qualified plans can be used in income tax planning for individuals and closely-held businesses.  
Sep 18, 2014 Fully Insured Plans Sponsored Education Online
Free to Members
  Speaker(s): Ernie Guerriero, CLU, ChFC, CEBS, CPCU, CPA  
  Summary: Discussion of issues surrounding fully insured plans
Sponsored by Guardian
 
Sep 23–
Sep 23, 2014
Sections Lunch and Learn Meeting: BUY/SELL Chapter:
Greensboro Chapter FSP
Time: 11:45 AM – 01:15 PM
Add'l Info: Bring your own lunch to this "Lunch and Learn" Event
Location: First Citizens Bank, Irving Park Branch
1414 Northwood Street
Greensboro NC
  Speaker(s): Karen McKeithen Schaede and Mitch Long  
  Summary: BUY/SELL: Who is Buying? Who is Selling? The Proper Way to Structure and Secure an Agreement. This meeting will be an exchange on the options for structuring a buy/sell agreement and the proper way to secure this with life insurance. The discussion will be lead by Karen McKeithen Schaede, Attorney with Connors Morgan, LLC, and Mitch Long, Sales Vice President with Kazsource.  
Sep 24, 2014 The Social Media Black Book: 7 Secrets Advisors Need to Know Sponsored Education Online
Free to Members
  Speaker(s): Ted Jenkin, CFP  
  Summary: Using social media to enhance business marketing
Sponsored by Hello My Name is, LLC
 
Oct 07, 2014 TBD Sponsored Education Online
Free to Members
  Summary: Topic - Charitable Remainder Trusts. Details coming soon
Co-sponsored by the American Cancer
 
Oct 07–
Oct 07, 2014
Succession Planning Roundtable: 5 Questions For Succession Planning Chapter:
Greensboro Chapter FSP
Time: 07:30 AM – 09:00 AM
Location: First Citizen’s Bank, New Irving Park Branch
1414 West Northwood Street, 2nd floor
Greensboro NC
  Speaker(s): Roddy Davis, JD, CPA; Jon Glazman, CPA; Tim Ward, CPCU, CIC; Kim Carson, CFA; Abby Donnelly, MA  
  Summary: In this first Succession Planning Roundtable Meeting, join us for an engaging cross-disciplinary panel discussion to hear the top 5 questions each of 5 panelists asks when working with a client on succession. We’ll hear from a financial advisor, estate planning attorney, tax expert, a risk/liability expert and an expert on the emotional/people side.  
Oct 15, 2014 TBD Audio/Web Conference
  Summary: Working Title - Defined Benefit Plans: An Underutilized Tool. Details coming soon.  
Oct 29, 2014 Building a Practice With a Focus on Income Distribution Sponsored Education Online
Free to Members
  Speaker(s): Zachary S. Parker, MBA, CFP  
  Summary: Building a retirement planning practice
Sponsored by Securities America.
 
Nov 19, 2014 Investing for Income:Current Trends, Strategies and Products Video Teleconference
  Summary: Strategies and products to offset market fluctuations  
Dec 03, 2014 TBD Audio/Web Conference
  Summary: Topic - Life Insurance in Pension Plans (details coming soon)  
Jan 18–
Jan 22, 2015
2015 Arizona Institute Arizona Institute
Location: The Wigwam Resort

Litchfield Park AZ
  Speaker(s):  
  Summary: The Institute is a unique learning experience—4 days of intensive, in-depth education in a small classroom environment.  
  Section(s): Business & Compensation Planning
Employee Benefits
Estate Planning
Financial Planning
Investment Management
Leadership & Management
Qualified Plans
Retirement Counseling
Risk Management
 
Feb 18, 2015 TBD Video Teleconference
  Summary: Topic TBD. Details coming soon.  
May 14–
May 15, 2015
TBD Clinic
Location: Philadelphia PA
  Summary: An in-depth educational meeting on issues of high importance to financial professionals.  
May 20, 2015 TBD Video Teleconference
  Summary: Topic TBD. Details coming soon.  
14 Events Returned
Event Details

Check back at a later date for details.

Close window