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Date Event Title Event Type
Oct 02–
Oct 02, 2014
Greensboro SFSP Young Professionals Lunch Chapter:
Greensboro Chapter FSP
Time: 12:00 PM – 01:30 PM
Location: Mimi's Cafe, Friendly Center
3322 West Friendly Avenue
Greensboro NC
  Summary: You are invited to join the Young Professionals of the Greensboro Chapter of the Society of Financial Service Professionals for a luncheon at Mimi's Cafe. Our agenda is to simply create another space for Young Professionals, advising clients in financial and planning matters, to network and build relationships. This event is open to both Members and Non-Members. Each attendee will be reponsible for purchasing their own meal.  
Oct 07, 2014 Charitable Remainder Trusts (CRT): Back to the Future Sponsored Education Online
Free to All Attendees
  Speaker(s): Lawrence Brody, JD,LLM, AEP
Moderator: Richard M. Weber, MBA, CLU, AEP
 
  Summary: Fourth in a series of four on charitable planning after ATRA
Co-sponsored by the American Cancer Society
 
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: Friends Home West
6100 W. Friendly Avenue
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 Defined Benefit Plans: An Underutilized Planning Tool Audio/Web Conference
  Speaker(s): Mary Read, CPC, QPA  
  Summary: Defined benefit plans as tax-effective planning tools.  
Oct 21–
Oct 21, 2014
Estate & Tax Planning for Same-Gender Couples Chapter:
Greensboro Chapter FSP
Time: 07:30 AM – 10:15 AM
Location: Starmount Forest Country Club
1 Sam Snead Drive
Greensboro NC
  Speaker(s): Justin Ervin, Estate Planning Attorney & Rosemary Ireland, CPA  
  Summary: She does & she does; Now what do I do? Marriage equality is evolving at blazing speeds, so it’s important to keep up-to-date on how the current crazy quilt of laws could affect your clients who were married in a jurisdiction that recognizes marriage equality but live in a jurisdiction that does not. Practitioners will take away an understanding of the various estate planning and tax issues that confront non-traditional families, including married same-gender couples, unmarried couples, and LGBTQ individuals, as well as an understanding of how best to advise and counsel such clients.  
Oct 28–
Oct 28, 2014
SFSP GROW: Money and Women Chapter:
Greensboro Chapter FSP
Time: 04:30 PM – 06:00 PM
Location: Zuraw Financial Advisors Office
806 Green Valley Road, Suite 201
Greensboro NC
  Speaker(s): Matthew R. Hogfeldt, CFS of Wells Fargo Wealth Management  
  Summary: Please join us for networking and to hear from Matthew R. Hogfeldt, CFS of Wells Fargo Wealth Management on the topic of Women and Money. Women in the United States have made great gains in achieving financial strength and independence, and with that have reached an unprecedented level of financial standing. Because women generally outlive men by five to seven years (becoming widows at the median age of 59), they are likely to receive two inheritances during their lifetime—one from parents and one from spouses. What are women's concerns and how can they be overcome?  
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)  
Dec 10, 2014 TBD Sponsored Education Online
Free to Members
  Speaker(s): Richard M. Weber, MBA, CLU, AEP  
  Summary: Summary: Practical Applications of "Life Insurance as an Asset Class" - 3 Case Studies.
Sponsored by Guardian. 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

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