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Date Event Title Event Type
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 18–
Nov 18, 2014
SFSP Breakfast & CE November 18th Chapter:
Greensboro Chapter FSP
Time: 07:30 AM – 10:15 AM
Location: Starmount Forest Country Club
1 Sam Snead Drive
Greensboro NC
  Speaker(s): R. Milton Howell III and John Goldsbury  
  Summary: 2 CE Topics: Tax Update 2014 & Taxation of Capital Gains Inside Trusts ---Join Speaker, R. Milton Howell, III, as he speaks on Tax Updates 2014. Milton Howell will walk us through the myriad of changes and updates now facing business and individuals for 2014, both on a federal level and a state level. He will review foreign account holdings and the required filings for foreign accounts, business depreciation rules, tax credits, making donations directly from your IRA to your charity of choice, Obama Care, the new NC tax rates and much more. AND John Goldsbury will speak on Taxation of Capital Gains Inside Trusts. Historically, having a trust's capital gains taxed to the beneficiaries has been a challenge. With the recent increase to the long-term capital gain rate (i.e., the addition of a top bracket of 20%) and the advent of the 3.8% surtax, there will be a renewed focus on that challenge. This presentation explores several ways this can be achieved.  
Nov 19, 2014 Investing for Income:Current Trends, Strategies and Products Video Teleconference
  Summary: Strategies and products to offset market fluctuations  
Dec 03, 2014 Enhanced Plan Benefits Audio/Web Conference
  Speaker(s): Mary Read CPC, QPA  
  Summary: The benefits of life insurance in qualified retirement plans.  
Dec 09–
Dec 09, 2014
Ethics Today Chapter:
Greensboro Chapter FSP
Time: 02:30 PM – 03:20 PM
Location: Starmount Forest Country Club
Greensboro NC
  Speaker(s): Wade Maki, Gregg Schlaudecker, Linda Erickson  
  Summary: As we did last year, we will be offering 3 hrs of ethics CE that will satisfy the CFP and NC ethics requirement. Offered in 2 courses, this will be the first hour of ethics CE  
Dec 09–
Dec 09, 2014
Ethics CE, Part 2 Chapter:
Greensboro Chapter FSP
Time: 03:30 PM – 05:20 PM
Location: Starmount Forest Country Club
Greensboro NC
  Speaker(s): Linda Erickson  
  Summary: This course will satisfy 2 hours of CFP and NC Ethics CE  
Dec 09–
Dec 09, 2014
Holiday Social Chapter:
Greensboro Chapter FSP
Time: 05:30 PM – 07:30 PM
Location: Starmount Forest Country Club
Greensboro NC
  Summary: Please join us for our annual holiday party  
Dec 10, 2014 Practical Applications of "Life Insurance as an Asset Class" Sponsored Education Online
Free to Members
  Speaker(s): Richard M. Weber, MBA, CLU, AEP  
  Summary: Uses of whole life insurance in 3 different scenarios .
Sponsored by Guardian
 
Jan 14, 2015 TBD Sponsored Education Online
Free to Members
  Summary: Sponsored by iTransact. 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 02, 2015 TBD Sponsored Education Online
Free to Members
  Summary: Don't Worry Retire Happy: Seven Steps to Retirement Security.
Sponsored by TomHegna.com. Details coming soon.
 
Feb 18, 2015 TBD Video Teleconference
  Summary: Topic - Business and Estate Planning: Managing Risk, Protecting Assets, Achieving Client Goals. Details coming soon.  
Mar 04, 2015 TBD Audio/Web Conference
  Summary: Topic - Layering Plans. 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.  
Jun 10, 2015 TBD Sponsored Education Online
Free to Members
  Summary: Sponsored by iTransact. Details coming soon.  
17 Events Returned
Event Details

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