Skip to main content


Greensboro Chapter

HomeEventsAnnual Professional Day

Events - Event View

This is the "Event Detail" view, showing all available information for this event. If the event has passed, click the "Event Report" button to read a report and view photos that were uploaded.

Annual Professional Day

Annual Professional Day

Our Premier CE Event of the Year! With a new start time at 8am at the Global Learning Center at Bennett College, this program contains five hours of Attorney CLE, NC Insurance CIE, CFP CE and CPA CPE.

8:00am  Networking and breakfast
9:00am  Morning session begins

Morning Session (One, three-hour course)

  1. Getting It Right – Know Your Fiduciary Duties; Genevieve Schmidt, JD, US Department of Labor (One hour)
  2. Five Issues That Get Small Business Retirement Plans in Hot Water; Kelsey Mayo, JD, Poyner Spruill, LLP and Jesse St. Cyr, JD, Poyner Spruill, LLP (One hour)
  3. Maximizing Retirement Contributions – Creative Designs and When It Makes Sense; Kelsey Mayo, JD, Poyner Spruill, LLP and Jessie St. Cyr, JD, Poyner Spruill, LLP (One hour)

Afternoon Sessions (Three, One-Hour, Concurrent Sessions After Lunch)

  1. IRA Distribution Planning; Aaron Bennett, JD, MBA, Carruthers & Roth, PA
  2. Potential Income Tax Benefits for Families with Special Needs Children; Thomas M. Brinker, Jr., CPA, LL.M., PFS, CGMA, ChFC, CFE, AEP, Professor of Accounting at Arcadia University
  3. Behavioral Finance; Ken Jones, CIMA, Franklin Templeton Distributors, Inc.

Last Session of the Day (One hour)

Practical Applications of the Recent Tax Law Changes; Thomas M. Brinker, Jr., CPA, LL.M., PFS, CGMA, ChFC, CFE, AEP, Professor of Accounting at Arcadia University

Cocktails and hors d'oeuvres will be served following the final course.


Click HERE for speaker biographies.

Hope to see you there!

 

When:
Tuesday, May 15, 2018
Where:
Global Learning Center at Bennett College
507 Gorrell St
Greensboro, NC  27406

Contact:
Gregg Schlaudecker
Category:
Membership Meetings
Registration is required
Payment In Advance Only
Cancellation Policy:
Our catering order is due three business days before our events. Please make sure to cancel by 11am Friday for Tuesdays meetings.
$145.00
 
$175.00
$145.00
 
$175.00
$195.00
 
$225.00