Current and Past Years Programs Completed

January 17th – “Not All Funds Are Average”  Myers Park CC - Speaker and Sponsor – Guy Ducker, America Funds - 1hr. CFP ce


February 21st – “An Analysis of Investor Behavior” Speaker: Alex Edleman, CIMA - Columbia Threadneedle Investments – 1 Hr. CFP ce



January 19th -  "Changes to Social Security Retirement Planning" - Speaker: Patrick Creegan, CIMA, Associate - 1-hr. CFP ce.  


February 16th - "Guiding Clients Through Aging and Dementia" - Speaker: Amy Florian - Sponsored by Ivy Funds.


March 15th - The Charlotte Federal Reserve Bank - topic: The U.S. and N. C. Economic Outlook, Rich Kaglic, Senior Regional Economist.


April 19th - “The Affordable Care Act – Successes – Failures”, Michael Matthews. Ph.D, MHA, Winthrop Univ.


May 17th - “CFP and N.C. & S.C. Insurance Ethics  +  3 hrs. Case Study”, Harry Greyard and Tom Pemberton


September 20th - "Election 2016 in Perspective", Timothy Horsburgh, AVP Investment Strategist, Oppenheimer Funds, Inc.


October. 6th – Symposium and Sponsor Expo – Winthrop Univ., Rock Hill. S.C. - 7:00am – 4:30pm Total CE Hours available – 16


November 15th – “Real Estate As A Substitute For Bonds In Your Porfolio” - Brad Blash, Co-Founder of Crossbeam – 1-Hr. CFP ce


December 13th – “TAX BINGO 2016” – Quail Hollow CC - David Perkins, J.D., CPA, CFP and Shane Tenny,CFP, Moderator – Sponsored by: Carroll Financial Associates
                               1 Hr. CFP ce


 

 

January 20th -  "Considerations for Bankruptcy Planning" - Speaker: Heather W. Culp, Attorney, Essex Richards PA - 1-hr. CFP ce.  

February 17th -  "What's Happening in the ENERGY "Patch" - Speaker: Cay Freihofer, Ridgemont Equity Partners - 1-hr. CFP ce.

March 17th - "The Future of the Financial Planning Profession" - Speaker: Dennis G. Stearns, CFP, ChFC - NO CE this program. 


April 21st - "Identity Theft" - Speaker: Mary Mock - 1-hr. ce. 


May 19th - "Ethics and Insurance CE Day" - 2-hrs CFP Ethics,  3-hrs N.C. & S.C. Ethics, and 3-hrs. for CFP and N.C. & S.C.  Insurance credits for the Case Study.

September 8th and 9th - The Annual Symposium and Sponsor Expo - Total CFP, CPA, CIMA ce's available 12.5 - Total NC & SC Insurance credits available 6.5.


October 20th - "The Future Looks Bright" - Speaker: Guy Decker - Practice Management Topic: no CFP CE for this program.



March 17th - "The Future of the Financial Planning Profession" - Speaker: Dennis G. Stearns, CFP, ChFC





March 17th - "The Future of the Financial Planning Profession" - Speaker: Dennis G. Stearns, CFP, ChFC





March 17th - "The Future of the Financial Planning Profession" - Speaker: Dennis G. Stearns, CFP, ChFC


November 17th - "Real Estate: Why? Where? How?" - Speaker: Rob Trenham, Regional VP, Walton International Group.


December 15th - "Tax BINGO" - Interactive Panel discussion for 2016 tax laws. Moderator: Shane Tenny, CFP.  Panelests: Susan Thomas, CFP, CPA, and David Perkins, CFP, CPA, J.D.

January 21st -  "College Cost: Understanding the Opportunities" - Speaker: William Bissett.  1-hr. CFP ce, CFP course # CLT185, Provider-Charlotte Chapter #2034 - Speaker notes


February 18 - "Health Care Revisited" - Speaker: Mike Matthews, PhD. - 2-hrs. CFP credits, CFP course #CLT186, provider Charlotte Chapter #2034. 

March 18 - "Regulatory Update" - Speaker: David Massey, NC Secretary of State's Director of the Securities Division and Deputy Securities Administrator. 1-hr. CFP  CE , CFP Course # CLT187, Provided by the Charlotte Chapter # 2034.


April 22 -  Advanced Tax Planning  -  Speaker: Traci Anderson,CFS, Jackson National   CE 1-Hr. CFP and NC & SC Insurance provided and to be filed by Jackson National. 


May 20 - CFP Ethics – 2-hrs. credit Program ID code – coe2014  |   CFP CASE STUDY – 3-hrs credits – course # CLT188  | NC Insurance Ethics – 3-hrs. credit – course #202333  |  NC Insurance CASE STUDY – 3-hrs. credit – course # 202332  |  SC Insurance Ethics – 3-hrs. credit – approval # 133401  |   SC Insurance CASE STUDY – 3-hrs credit – approval #  133403


2014 Symposium and Sponsor Expo - August 27th & 28th - Crown Plaza Hotel, Charlotte
One and one-half day educational programs making available 9 1/2 CPE - 91/2 -CFP and 6 Insurance attainable CE's.  38 sponsor representatives attended to represent 31 sponsors.  


 

October 21 - "Practice Management: Divorce Discussions" - Speaker: Ed Coambs, CFP®, MBA, MA Founder of Marriage and Money Matters


November 18 - Real Estate Investing - Speaker: Ella Neyland, President of Steadfast Apartment REIT  CE 1-Hr. CFP


December 16 - The Annual "Tax Bingo", interactive help for advisors on 2014 tax return changes. 1-Hr. CE.





February 18 - "Health Care Revisited" - Speaker: Mike Matthews, PhD. - 2-hrs. CFP credits, CFP course #CLT186, provider Charlotte Chapter #2034. 


February 18 - "Health Care Revisited" - Speaker: Mike Matthews, PhD. - 2-hrs. CFP credits, CFP course #CLT186, provider Charlotte Chapter #2034. 

January  "The Bond Market" - Speaker: Stephen Ban, Nuveen Asset Management, 1-hour CFP ce, CFP course # CLT 166, provider: Charlotte Chapter-Financial Planning Association #2034.


February "Economic Update" - Speaker: Daniele Donahoe, CFA, President & CIO, Rinehart Wealth Management -  1-hour CFP ce, CFP course # CLT 167, provider: Charlotte Chapter-Financial Planning Association #2034. 


March "Basic Tax Savings for the Philanthropically Inclined" - Speaker:  Peter Hodes, CFP - American Red Cross - CE: 1-hr. CFP course # 168 - provider: Charlotte Chapter of FPA #2034.


April "Planning for Health Care in Retirement", Speaker: John Driscoll, Fidelty Investments  -  CE: 1-hour CFP - Course CLT#169 -  Provider- Charlotte Chapter of the FPA #2034.


May "Ethics and Insurance CE Day", Instructors: Harry Greyard, CFP and Tom Pemberton, CFP, CFA - ETHICS, the required courses, 2-hr.CFP and 3-hr. NC & SC Insurance + CASE STUDY with 3-hrs. CFP and 3-hrs. NC & SC Insurance credits.


September 19 & 20 - Annual Symposium and Sponsor Expo - 1 1/2 days.  CE - Depending on individuals selection of break-out sessions, CFP - up to 8 CFP credits can be earned - N.C. & S.C. Insurance credits - up to 6 credits can be earned  -  CPA's, up to 8 CPE's can be filed with the CPA Board by the attendee.


October "Help Clients Plan for Digital Estate Administration", Speaker: William Bissett, CFP, Senior Client Advisor with Pinnacle Advisory Group in Columbia, MD. Approved CE - 1-Hours CFP, provider: filed by FPA National.  Click here for a copy of the presentation.  


November "Preparing for the Greed Cycle and Sustainable Withdrawal Rates in Today's Market", Speaker: Larry Carroll, CFP, Carroll Financial Associates, Charlotte NC. 

CE: 1-Hour CFP, CFP course CLT#183, provider Charlotte Chapter #2034.

 

December "Tax Bingo" Program. 

CE: 1-Hour CFP, CE course CLT#184, provider Charlotte Chapter #2034.


 

 

 



November "Preparing for the Greed Cycle and Sustainable Withdrawal Rates in Today's Market", Speaker: Larry Carroll, CFP, Carroll Financial Associates, Charlotte NC. 

CE: 1-Hour CFP, CFP course CLT#183, provider Charlotte Chapter #2034.


November "Preparing for the Greed Cycle and Sustainable Withdrawal Rates in Today's Market", Speaker: Larry Carroll, CFP, Carroll Financial Associates, Charlotte NC. 

CE: 1-Hour CFP, CFP course CLT#183, provider Charlotte Chapter #2034.

 

January 18, 2011 – Anne R. Daniel, UNC-G “Financiaing Long Term Care” 1-hr. CFP


February 15, 2011 – Janet Cowell, NC State Treasurer – “The State of Municipal Debt” 1-hr. CFP


March 15, 2011 – Dr. Judson Russell, UNCC – “The Impact of Financial Reform” 1-hr. CFP


April 7, 2011 – Mr. John Heath Social Security Administration – “ Social Security Planning” 1-hr. CFP


May 4, 2011 - Mr. Ken Zahn – “Window of Opportunity” (estate planning topic) – 1-hr. CFP


May 27, 2011 –Full Day Program- Harry Greyard and Tom Pemberton – Ethics, 2-hr. CFP + 3-hr. NC & SC Ins. CE’s / Case Study 2011 - 3-hrs. CFP + 3-hrs. NC & SC Ins.


The Annual Symposium and Sponsor Expo – September 21 & 22 – See Under…………on web site


October 25, 2011 – Mr. Riz Raja, Prudential Investments, Jennison-Dryden Funds Profolio Advisor – 1-hr, CFP


November 15, 2011 - Kris Carroll, CFP, CFA – “Economic Update and Issues of Asset Management” – 1-hr. CFP


December 13, 2011 – Panel Discussion – David Perkins, JD, CPA, CFP, Shane Teeny, CFP & Susan Thomas, CPA, CFP – 2011 Annual Tax Update Program – 1-hr. CFP

 

January 17, 2012  -  Josh Henninger, Estate Planning Attorney, Whisart Norris Henninger & Pittman, Charlotte  -  1-Hr, CFP

 

February 21, 2012  - John Capecci, Fidelity Investments - "Retirement Redefined"  1-hr CFP, program ID CLT148

 

March 20, 2012 - Ron Lee, JD, CLU, ChFC  Manager, Advanced Markets, Mutual of Omaha  “Transferring Small Businesses to Insiders’ CE: 1-hr. CFP – 1-hr. NC & SC Insurance.

 

April 17, 2012 - "Technology and your Office" Victor Bonilla, Senior Technology Consultant, Charles Schwab. No CE - Practice Managment Topic.

 

May 15, 2012 - Ethic and Insurance CE Day - Great Wolfe Lodge Hotel, Concord, NC - CE topics "2012 ETHICS" and "2012 Case Study". Speakers - Harry Greyard, CFP and Tom Pemberton, CFP, CFA - Each course qualified for 3-hours CFP and N.C. A, H & L Insurance credits

 

September 13 & 14 - Annual Symposium and Sponsor Expo – 1 & ? Days – 11 CFP and 5 NC & SC Ins. continuing education credits available – attendance 191

October 16 – “Estate Planning” – Current Laws and Dynasty Trust – Bill Kelly, J.D., CLU, Senior Advanced Markets Consultant, MetLife Companies – 1 Hr. CFP and 1 Hr. NC & SC Insurance – attendance 67

November 20 – “Health Care Reform Update” – Michael Matthews, Ph.D., MHA, Associate Professor, Winthrop University - 2 Hrs. CFP + 2 Hrs. NC & SC Insurance – attendance 107

December 18 - Annual Tax Update, “TAX BINGO” – Shane Tenny, CFP, Moderator, Susan Thomas, CPA, CFP, David Perksins, J.D., CPA, CFP – 1 Hr. CFP - attendance 72
 

Date CE Program/Speaker Attendance
January 2010 1-hr CFP, CLT#106, Provider #2034 The Future of Regulations-David Massey, Director, Securities Division of the NC Secretary of State's Office 60
February 2010 1-hr CFP, Course CLT107, Provider 2034 Popluar Delusions and the Madness of Markets, Bill Hackney, Atlanta Capital 80
March 2010  1-hr CFP +1-hr. Ins. NC course #C78323 SC course #114137, provider #'s NC0071, SC14006  Life Insurance in Split Funded Defined Benefit Plans, speaker:  Terrell Cook, Transamerican Life 42
April 2010  1-hr. CFP, provider 2034 Course # CLT108  'Update on the Financial Industry Refornm bill 2010, speaker Congressman Melvin Watt 57
May 2010  1.Course provider # 2034 - 3-hrs. NC & SC Ins. Ethics  1. Code of Ethics, speaker Kenneth Zahn 100
May 2010  2.Course provider #2034 - 3-hrs CFP, NC & SC Ins.  2. Case Studies 2010, speakers, Harry Greyard and Tom Pemberton 100
May 2010  NO CE  Networking 4:40 - 6:30 pm D'Vine Wine, Ballantyne Commons, South Charlotte 34
Sep 2010  CLICK HERE for CE info  2010 Annual Symposium & Sponsor Expo  
Oct 2010   NO CE  "FPA Listening Tour" Guest speakers Marvin Tuttle, Esq, Dr., FPA Executive Director and Tom Potts, President of FPA Board of Directors 55
 Nov 2010  1 HR CE Course #CLT125  "Healthcare Reform", speaker Michael Matthews, PhD Winthrop University 60 
 Dec 2010  1 HR CE Course #CLT 126  "TaxFact Bingo" speakers David Perkins, J.D., CPA, CFP, Susan Thomas, CPA, CFP, Shane Tenny CFP 75 

 

2009  

January 20, 2009 1-hr. CFP Don Brenneman, HomeServices Mortgage Reverse Mortgages Course # CLT088   Provider # 2034
FPA - Charlotte Chapter
contact: fpacharlotte@aol.com
February  17, 2009 1-hr.
CFP
John K. Lynch
Evergreen Funds
Economic and Market Outlook 2009 Course # CLT089  

Provider # 2034
FPA Charlotte Chapter
contact: fpacharlotte@aol.com

March 17, 2009 1-hr. NC & SC Ins. + CFP C. James Johnson, JD, CLU, ChFC Seven Sources of Retirement Income Course# 112691 Provider # 154920
Ins. + CFP
CE contact: Tracy DeLong 763-582-6127 Allianz Life CE specialist
April 21, 2009

1-hr. CFP

 

3-hrs. NC & SC Ins. +3-hrs. CFP

Lunch speaker;  Tim Daughtery, Ph.D.


Harry Greyard, CFP
Moderator
lunch speaker:Stress Mngt: How to Work with Clients since the fall.

Case Study 2009
Lunch: CLT091




Ins. Course # CO2201
CFP course# CLT090

Ins. sponsor # 15860

 

CFP provider #2034

CFP contact: fpacahrlotte@aol.com
Ins. Contact: Prometric / ce services@prometric.com  or  web at: www.prometric.com

May 21, 2009   1-hr. CFP Speaker: Andy Bauer, Economist, FRB of Baltimore The Economy CFP course # CLT092 CFP provider FPA-Charlotte Chapter # 2034
September 2009 1-hr CFP     New Medicare Rules    
October 2009 4-hr CFP, 4-hr Ins   Jackson      
November 2009 1-hr CFP     Tax Update    
December 2009 Practice Mgmt Larry Carroll        
             

2008

January 15, 2008 NO CE Practice Mngt. Andy Silver Neuro-Lingusitic Skilss to strenghten your credibility N/A N/A N/A

February 19, 2008
lunch
CE Session #1

 

CE Session #2

1-hr CFP

2-hrs. CFP, NC & SC L,A&H Ins

2-hrs. CFP, NC & SC L,A&H Ins.

Jay O'Connor

Michael Fodrea

Eric Brown

Eric Gillespie&
Craid Deery

Wealth Strategies

Building a Multi-Generational Legacy
Meeting Income retirement Needs

Restructering Pofolio

 

#2034

S11547

S11547-NC
139208- SC


19183 - NC
110270 - SC

CLT070

C72546

C74585 - NC
108148 - SC

19277 - NC
11073 - SC

credits filed 2-21-08 by FPA Charlotte - contact: fpacharlotte@aol.com

Credits being filed by SunAmerica LIC - Contact Eric Brown -704/728-1610 / e-mail:ebrown@sunamerica.com

Creidts being filed by John Hancock - contact: Eric Gillespie at 800/334-4437, ext 33394 or e-mail: egillespie@hancock.com

March 18, 2008 1-hr. CFP Tom Tousignant, CMPS Where Do We Go From Here? #2034 CLT071 Credits filedon March 21 by FPA Charlotte, contact fpacharlotte@aol.com
April15, 2008 1-hr. CFP John Capecci Growing Your Retirement Income Business CFP approved by Fidelity Fidelity #1062 Kate Conder - Fidelity 401/292-6376

May 15, 2008 - Greensboro

 

 

 

 

 

 

May 20, 2008
Charlotte

 

 

 

3-hrs. CFP & NC & SC L,A,&H ins.

1-hr. CFP+NC & SC ins.

3-hrs. NC & SC L,A&H Ins. &Ethics
2-hrs CFP
Ethics


3-hrs NC & SCIns. Ethics +
2-hrs. CFP Ethics



Lunch
Speaker

Clif McIntire, CIMA, CFP & Harry Greyard, CFP

Kelly Lavigne, AXA



Clif McIntire

 

 

Clif McIntire, CIMA, CFP

 


Jay Anderson, River Sourse Univesity

Case Study 2008

 

"Rule 2821"

 

Ethics and the Financial Planner

 

 

Ethics and the Financial Planner

 

 

Behavioral Advice

CFP #2034
NC Ins. s15860
SC Ins.113589

 

NC Ins.
S15860
SC Ins.
Approval #
113591

NC Ins.
S15860
SC Ins.
Approval #
113591

 

N/A

CFP CLT072
NC Ins.C77389
SC Ins.
C77388

 

 

NC Ins.C77389

 


NC Ins.C77389

 

 

N/A

creidts filed by FPA Charlotte - contact fpacharlotte@aol.com

 

Credits filed by AXA - contact: Jan Holt, AXA Equitable Life, 860-409-1156

CFP credits being filed by FPA National: contact fpacharlotte@aol.com
NC & SC Ins. credits being filed by FPA Charlotte: contact fpacharlotte@aol.com

CFP credits being filed by FPA National: contact fpacharlotte@aol.com
NC & SC Ins. credits being filed by FPA Charlotte: contact fpacharlotte@aol.com

Lunch program was Pratice Management - NO CE

2008 Symposium and sponsor Expo
Aug. 27-28
Charlotte Marriott Executive Park

 

 

 

 

 

 

 

 

 

September 18, 2008



October 21, 2008

 

 

 

 

November18, 2008

1-CFP

1-CFP

1-CFP

2-CFP

1-CFP


1-CFP

1-CFP


1-CFP

2-CFP


1-CFP


1-CFP

1-CFP

1-CFP




1-CFP

1-CFP, 1-NC & SC Ins.

2-CFP, 2-NC & SC Ins.

 

1-CFP

Ron Temple

Dr. David Kelly

Dan Starks


Michael Kitces

John Frownfelter


Peter Ricchiuti

Chris Stack


Johnathan Wills

Stephen Moses



Bill Dwyer


Lincoln Anderson

John Koehler


Adam Taback, Wachovia Securities


Marcus Franz

Greg Cowell



Ms. Shawn Britt, Nationwide

 

David Perkins and Susan Thomas

Clarifying the Mortgage Crisis
Guide To The Markets


Identity Theft

Life and Death Taxes, Planning for Annuities

Managing Portfolios for Distribution

Market Signals

Maximising The Value of 529 Plans

Overview Of ETF's

Past, Present and Future of Long Term Care Planning

State of the Business

The Economy and Finacial Markets
Top 50 IRA Rules

Alternative Investments



Municipal Funds


Update on 403(b)(7) Rules

LTC- Preparing Your Clients +
An Overview of Buy/Sell Agreements



Tax Fact Jeopardy

CLT076

CLT079

CLT074


CLT075

CLT083


CLT081


CLT082


CLT077

CLT084



CLT080


CLT073

CLT078


CLT085




CLT086





Course#17670


Course # 19493


Course # CLT087

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Provider: FPA-Charlotte Chapter #2034 for all CLT programs
Contact: fpacharlotte@aol.com for additional information

The Chapter does not file CPA credits.  You may file for CPA credits and  In the event of an audit, we will be able to verify your attendance and other course information required.

 

 

 

 

 

 

 

 

Provider: #2034, FPA-Charlotte Chapter - contact: fpacharlotte@aol.com


Provider: #2034 - FPA, Charlotte Chapter

Provider: Prinicpal Insurance , contact Todd Sink at 704/716-2478


Provider:  Nationwide Life Ins. Co. # S11094




Provider: FPA-Charlotte Chapter#2034 contact: fpacharlotte@aol.com

December 2008 Practice Mgmt Larry Carroll        

 

The first step for members and attendees is to click on this link to retrieve our policy and verification procedures. Check back soon for the list of meetings and providers.

2007

Date

2007

Credits
Speaker / Company
Course Name
Sponsor ID
Program ID

Additional Info

January
23, 2007
Lunch

1-hr. CFP
1-hr.CPA

Chase Saunders, Esq, Attorney Legal Listening #2034 CLT051

CFP filed Jan. 27th by FPA Charlotte.
Contact: fpacharlotte@aol.com

February
20, 2007
Lunch

CE session #1



CE session #2

1-hr. CFP
1-hr.CPA


2-hrs CFP, CPA, NC & SC A,H&L Insurance

2-hrs CFP, CPA, NC & SC A,H,&L Insurance
Stephen Luchenbach, LPL


Bruce McGuirk and Steve Grice



John Kilroy, Vanguard

In Praise of Disciplined Investing

Planning Strategies With VUL



Pension Protection Act 2006

#2034



Transamerica

 

#2034

CLT052



Transamerica

 

CLT053

CFP filed Feb. 25th by FPA Charlotte
Conatct: fpacharlotte@aol.com

All filed by Transamerica
Contact: sgrice@gricefinancialgroup.com

All filed Feb. 25th by FPA Charlotte
Contact: fpacharlotte@aol.com

March 20, 2007 1-hr. CGP
1-hr. CPA
Jay O'Connor,
AllianceBernstein
Human Behaviorand Investing #2034 CLT054 CFP filed March 23rd by FPA Charlotte
Contact: fpacharlotte@aol.com
April 17th, 2007 1-hr. CFP
1-hr. CPA
Tom Tousignant, CMPS Integrating...Mortgage Strategy into Planning #2034 CLT055

CFP filed by FPA Charoltte on April 20th
Contact:fpacharoltte2aol.com

May 15th, 2007 1-hr. CFP
1-hr.CPA

2-hrs. CFP
2-hrs. NC & SC A,H&L Ins

Neil McCarthy,
Oppenheimer

Shane B. Tenny, CFP

Dividend Growth


The CFP Board Approved ETHICS Course

#2034

#2034

CLT056

515003

 

CFP filed by FPA Charlotte on May21st

CFP and Ins. credits filed by FPA Charlotte on May 21st

Symposium Aug. 22-23,
2007
Charlotte Marriott Executive Park Hotel

2-hrs CFP Ethics

1-hr. CFP, CPA, NC & SC ins.

1-hr. CFP, CPA,NC & SC Ins.

1-hr. CFP, CPA

1-hr. CFP, CPA

1-hr. CFP, CPA

1-hr. CFP, CPA

2-hrs. CFP, CPA, NC & SC Ins

1-hr. CFP, CPA

1-hr CPA

2-hrs CPA

2-hrs. CFP, CPA NC & SC Ins.

Patrick J. Kuhse

Dean Mioli


Stuart Meyerson


Gail Buckner

David Kelly

John Lynch



Jeffrey Kleintop

Marilyn Morenz


Bill Acheson

Joel Bruckenstein

Deena Katz


Richard Landsberg

CFP Ethics

Building Portfolios.....


Life Settlements


IRA Essentials

Global Economics

U. S. Economic Markets

Investing...Modern World

End of Life Choices

Buying Signs

Technology Tips

How to grow Your Business

Estate Planning...Uncertain World

course #001

#2034


#2034


#2034

#2034

#2034


#2034

#2034


#2034

 

 

Nationwide Ins.

course code 2891

CLT057


CLT058


CLT059

CLT060

CLT061


CLT062

CLT063

 

CLT064

 

 

 

#404

Creidts filed August 27th by PatrickKuhse 619/981-1911

Credits filed Sept. 6th by FPA Charlotte

" " " " " "

 

" " " " " "

" " " " " "

" " " " " "


" " " " " "

" " " " " "




" " " " " "

Submitted to CPA Sept 07-Contact FPA Charlotte

" " " " " "



Credits filed Sept 20th - Conatct Debi Straight @ 614/435-8630

September
18, 2007
1-hr. CFP
1-hr.CPA
Joe Kingsley,
Wells real Estate Funds
U. S. Real Estate Overview 2007 #2034 CLT065

CFP Sept. 25th by FPA Charlotte
Contact: fpacharlotte@aol.com

October 16, 2007 -Lunch

CE Session #1

 

CE Session #2

1-hr. CFP
1-hr. CPA

2-hrs. CFP
2-hrs. CPA
2-hrs. NC& SC A,H&L Ins.

2-hrs. CFP
2-hrs. CPA
2-hrs. NC & SC A,H,&L Ins.

Duane Thompson.
FPA Director of Legislative Affairs

Susan McCrory &
Christy Reid, Attoreneys

Peter Webster& David Consolino
John Hancock

Legislative and Regulatory Trends

Portability of the Unified Credit


1. Creating Exit Strategies
2. Something About 60

#2034

 

#2034

 

 

CLT066

 

CLT067

 

1. #19276
2. #19475

CFP filed by FPA Charlotte on Oct. 19
Contact: fpacharlotte@aol.com

NC & SC Ins. credits filed by FPA Charlotte - These credits had to be re-filed - EST. post date is January 20, 2008
Contact: fpachartlotte@aol.com

Credits filed by John Hancock
Contact: Paul Dreher, Boston Office,- 800-334-4437, ext. 33394

November 20, 2007 1-hr. CFP
1-hr. CPA
Bart Landess,
Foundation For The Carolinas
Trends in Philanthropy #2034 CLT068 CGP and filed November 27th by Charlotte FPA
Contact: fpacharlotte@aol.com
December 18, 2007 1-hr CFP
1-hr. CPA
Susan Thomas, CPA, CFP
David Perkins, J.D., CFP, CPA
Tax Update 2007 #2034 CLT069 Credits filed Dec. 27 by FPA Charlotte
Conatct: fpacharlotte@aol.com

 

 

The first step for members and attendees is to click on this link to retrieve our policy and verification procedures. Check back soon for the list of meetings and providers.