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2011 FPA-SC Chapter Annual Symposium Registration Form * October 21, 2011
Registration Flyer, Speakers and Topics, Registration Form…

2011 FPA-SC Chapter Exhibitor & Sponsor Registration Form
(See Columbia Convention Center Shipping Information at bottom of page. PayPal payment options at bottom of web page.)

2011 FPA SC Symposium

October 21 at the Columbia Metropolitan Convention Center

Thursday, October 20^th

6:00 pm                   Member Reception at the Columbia Metropolitan Convention Center

Friday, October 21^st

7:30-8:30 am           Registration, Exhibitor Set-up, Coffee

8:30-8:45 am           Welcome Remarks—Dennis Patrick, CFP, ChFC, SC Chapter President

8:45-9:45 am           Dr John Rhodes, CNL Securities, How to Keep Your “Best” Clients (1 CFP Hour)
This is probably the greatest challenge you face in the current economic state! Learn what some of the top advisors in the country are doing. We will discuss your information gathering and use, your client classification, customizing service and showing appreciation. Fine tuning what you are presently doing, learning ways to make sure you know who are your best clients are and how to keep them is critical to success.

9:45-10:00 am          Refreshment break—visit exhibitors

10:00-11:00 am        Estate Planning—Kenneth Wingate, Esq., Certified Specialist in Estate Planning & Probate Law, CPA (1 CFP Hour)

11:00-12:00              Tax Update–Pam Prashad, CPA, Elliott Davis (1 CFP Hour)

12:00-1:00 pm          Working Lunch:
—Annual Membership Meeting
—State of the Association
—Chair Reports
—Election of Board Members

1:00-2:00 pm            SC Attorney General/Securities Commissioner Alan Wilson (1 CFP Hour)
Alan Wilson and employees in the Registration Division will address how federal laws require advisors to register through the state, how the Securities Commission protects investors against fraud, and how this commission ensures an equitable, competitive marketplace.

2:00-3:00 pm            Legislative Update–Dan Barry, Esq., FPA National, Investment Advisor Oversight and a Fiduciary Standard for Broker-Dealers (1 CFP Hour)

3:00-5:00 pm            Columbia Management Presents 529 Plans: “The Best Ways to Save for College”
(12 SC Insurance Hours and 12 hours CFP credit) Pre-Registration MUST be made ONLINE by OCTOBER 11^th at 3:00 pm EST by the registrant directly. Self-Study materials must be mailed to each registrant by BrokerEd.Net at least 10 days prior to Symposium. Broker Registration Online at https://www.brokered.net/columbia/ in addition to FPA’s Registration Form.
Or
Ethics for the Financial Planner—Eric Morris, CFP, CTFA (2-Hour CFP Required Ethics Course, 2 SC Insurance Hours)

5:00 pm                    Thank you and adjournment

Accommodations: A limited number of sleeping rooms has been reserved at the Hilton Columbia Center at a courtesy rate of $142.00 single or double occupancy in our King or Double Queen standard rooms and a rate of $192.00 single or double occupancy in our upgraded King Junior Suite for the dates of October 20-21, 2011. Call 803-476-1303 to reserve your room.

Credit Card Fee Payment:

Fax Registration Form to FPA-SC Chapter, 803-254-3773. Payment may be made by credit/debit card. Please complete infomation on the registration form and fax or scan and e-mail to the FPA-SC Chapter (mstalnaker@fpasouthcarolina.org).

Exhibitor/Sponsor Registration Form

Attention, Exhibitors: Shipping Information for Columbia Metropolitan Convention Center

Shipping policies and requirements:

CMCC allows shipments to arrive ONLY 1-2 business days in advance of event day. Have them notify also your Event Manager as to when they will arrive so we will be ready.

Shipped Boxes - $5/Box (includes storage & labor to move)

Pallets - $50/Pallet  (includes storage & labor to move)

Shipping Address:

Columbia Metropolitan Convention Center

Attn: (your name and/or contracted event name & date)

1101 Lincoln Street

Columbia, SC 29201

Please be sure to advise Monica Griffin by e-mail of your shipment arrival.

Monica Griffin

Event Coordinator 

Columbia Metropolitan Convention Center

MGRIFFIN@Columbiaconventioncenter.com