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Date Event Title Event Type
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 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: 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 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 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.  
13 Events Returned
Event Details

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