PERSONAL FINANCIAL PLANNING CONFERENCE

[Pages:4]Six Concourse Parkway Suite 800 Atlanta, GA 30328

The Georgia Society of CPAs

PERSONAL FINANCIAL PLANNING CONFERENCE

LS13050

PERSONAL FINANCIAL PLANNING CONFERENCE

Nonprofit Organization U.S. Postage PAID

Atlanta, Georgia Permit No. 1366

October 29, 2015 Event Code: 13050,

GSCPA Learning Center Atlanta, Georgia

PERSONAL FINANCIAL PLANNING CONFERENCE

October 29, 2015 | Event Codes: 13050, LS13050 GSCPA Learning Center | Atlanta, Georgia CPE Credit: 8 hours

Your clients look to you for financial guidance in an ever-changing world. Expand your financial knowledge, learn about the latest strategies and tools available, as well as an outlook of the fluctuating economic market.

WHO SHOULD ATTEND: CPAs, CFOs, investment advisors, controllers, and finance managers

FACILITY

The Georgia Society of CPAs Learning Center Six Concourse Parkway, Suite 800, Atlanta, Georgia 30328 | 404-231-8676 | 800-330-8889 Directions: content/ContinuingEducation/travelinfo.aspx

HOTEL

The Westin - Perimeter North Seven Concourse Parkway NW, Atlanta, Georgia 30328 | 770-280-9860 Website:

CAN'T MAKE IT TO THE GSCPA LEARNING CENTER?

LIVE STREAM ATTENDANCE

Event Code: LS13050 | CPE Credit: 8 hours Live stream allows you to attend the conference from your home or office. You view the sessions in real time as part of the audience and have interaction with other attendees via chat areas. Live streamed sessions are indicated with this symbol: For more information or to register, visit or call 404-504-2985 or 800-330-8889, Opt. 3.

SPECIAL THANKS TO CONTRIBUTING MEMBERS

PROGRAM SCHEDULE

7 - 8 a.m. Registration and Continental Breakfast

8 - 8:05 a.m. Welcome and Announcements

8:05 - 9:20 a.m. A - Informative Ways to Reduce Chaos, Conflict and

Confusion in Estates Jeff Scroggin J.D., LL.M, AEP Scroggin & Company, Roswell, Ga. Examine the family love letter, personal property disposition lists, ethical wills, safe deposit boxes, beneficiary designations and other topics that cause confusion in estates.

9:20 - 9:30 a.m. Networking Break

9:30 - 10:45 a.m. B - Transforming Social Security into a Winning

Retirement Strategy John Brogan CIMA, AIF BlackRock, Atlanta, Ga. As your clients approach retirement, it is more important than ever to understand the role that Social Security benefits can and should play in their overall retirement plans. Join us for an overview of how Social Security benefits work for your clients; when and how your clients can start receiving Social Security benefits; and opportunities to increase benefits throughout retirement.

10:45 - 10:55 a.m. Networking Break

10:55 ? 11:45 a.m. C - Asset Preservation and Succession

Chris Graham Esq., The Private Client Law Group, Atlanta, Ga. Learn what you need to consider when thinking about preserving and transferring personal and professional assets.

11:45 a.m. - 12:40 p.m. Lunch

12:45 - 1:55 p.m. D - State Tax Planning

Chuck Beaudrot, Morris, Manning & Martin, LLP, Atlanta, Ga. Centered on multi-state tax planning, the discussion will include court decisions such as Rosenberg v. MacGinnitie and the recent Supreme Court Wynne decision.

1:55 - 2:05 p.m. Networking Break

2:05 - 3:20 p.m. E - Medicare: How the New Laws Will Affect

Your Clients Victoria L. Collier, Esq., CELA, The Elder Disability Law Firm of Victoria L. Collier PC, Decatur, Ga. In March, the House passed the Medicare Access and CHIP Reauthorization Act of 2015. This bill affects multiple aspects of Medicare, including the SGR formula, new systems for annual payment rates, extension of the CHIP, and an increase of premiums for Part B and Part D. Learn what you and your clients need to know about these modifications, as well as other changes to Medicare and Medicaid, including recent updates and what to expect in 2016.

3:20 - 3:30 p.m. Networking Break

3:30 - 4:20 p.m. F ? Estate Planning Update

Lee Wiseley, Synovus Family Asset Management, Columbus, Ga. A review of the current estate planning environment, with particular emphasis on how the increase in the estate tax exclusion amount and generation-skipping transfer tax exemption in combination with estate tax portability and annual inflation adjustments have dramatically changed the planning landscape. Discussion will include the opportunities for more simplified estate planning structures, need for additional focus on income tax basis planning, and how the changes to the estate tax regime impact well beyond the married couple with combined net worth of less than $10 million.

REGISTRATION

Event Code: 13050

NameMILastMember #

Company/Firm Name

AddressCityStateZip

PhoneFaxEmail

Registration Confirmation: Mail OR Email

Check here if registration includes a change of address:

PRICING INFORMATION

Early Registration Fee by October 8 Standard Registration Fee Late Registration Fee after October 27

Members $255 $315 $355

Nonmembers $355 $415 $455

LIVE STREAM Members

$255

$315

$355

LIVE STREAM Nonmembers

$355

$415

$455

Cancellation Policy: Cancellations/Transfers made up to three weeks before the seminar or conference will not incur an administration fee. Cancellations/Transfers made during the Standard Fee time frame are subject to a $50 administration fee. Cancellations/Transfers made within three business days are subject to a $100 administration fee for members; $150 for nonmembers. Cancellations/No shows on the date of the event forfeit the entire registration fee. No refunds or transfers of course fee will be made after the date of the event.

MATERIALS

Choose how you wish to receive conference materials

Download eMaterials Printed Materials

No printed materials provided Will receive printed materials

ITEMS TO NOTE

If you have a specific dietary or other need, please contact the CPE Department at least one week prior to the conference at 404-504-2985 or 800-330-8889, Opt. 3.

If you have special needs under the Americans with Disabilities Act, please attach a written description or call 404-504-2985 or 800-330-8889, Opt. 3.

PAYMENT INFORMATION

Use Money on Account Check for $___________ made payable to The Georgia Society of CPAs Amount to charge credit card $___________ Personal Card OR Company Card Discover MasterCard AmEx Visa

Card NumberExpiration Date

Name as it appears on card

Signature

REGISTER TODAY!

CALL GSCPA CPE Department at 404-504-2985 or 800-330-8889, Opt. 3 to place a credit card order

FAX a completed registration form with credit card information to GSCPA at 404-237-1291

INTERNET registration available at

MAIL your completed registration with credit card information or check made payable to The Georgia Society of CPAs to: The Georgia Society of CPAs Six Concourse Parkway, Suite 800 Atlanta, GA 30328

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