Chapter Meetings

Chapter Meetings

(Chapter meetings are scheduled on a quarterly basis.)


"Tax & Charitable Giving Update" on July 23


The FPA SC Chapter invites you to this combined luncheon/Continuing Education program presented by the Community Foundation of Greenville on Wednesday, July 23. Bob Morris, President of the Community Foundation of Greenville, will outline the tax changes affecting charitable gifting. This is a topic every Financial Planner needs to hear to offer sound advice to their clients. (This program has been submitted to the CFP Board for CE approval.) There is no charge for FPA SC members. Non-member fee is $15. Please register by July 18.


FPA July 23rd Greenville FPA Member Registration (Click)


FPA July 23rd Greenville Non-Member Fee Payment:
Attendee Name


CFP Approved Ethics Training Sept. 24


Join FPA SC in Greenville for a live Ethics Training that has been CFP Board-approved on Wednesday, Sept. 24. This two-hour lunch and learn will provide CFPs with the required ethics hours. There is a $10 fee for FPA SC members and $25 fee for non members of FPA SC. Please register by July 31st to reserve your seat. Contact Rick Van Der Noord CFP® at rick@vandernoordfinancial.com with any questions. 
   

FPA Sept. 24th Greenville Ethics Fee Payment:


Registration Fee
Attendee Name

2014 FPA-SC Chapter Symposium

Mark Your Calendars for the Fall FPA-SC Chapter Symposium

November 21, 2014

Columbia Metropolitan Convention Center
Columbia, SC

Credit Card Fee Payment:

TBA


 

Attention, Exhibitors: Shipping Information for Columbia Metropolitan Convention Center

Shipping policies and requirements:

 

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