Tuesday, January 20 - 11:30-1:00 - MPCC
Speaker Don Brenneman, HomeServices Lending / Topic: Reservse Mortgages
Completed - Attendance 36 - 1-hr. CFP CE
Tuesday, February 17 - 11:30 - 1:00 - MPCC
Speaker: John K. Lynch, Evergreen Investments
Completed - Attendance - 88 - 1-hr. CFP CE
Tuesday, March 17 - 11:30 - 1:00 - MPCC
Speaker: C. James Johnson, Allianz Life - "Seven Sources of Retirement Income"
Completed - Attendance -77 - 1-hr. NC & SC Ins. & CFP CE
Tuesday, April 21 - 11:30 - 4:00 - MPCC - Harry Greyard, 3-hour Case Study
Completed - Attendance 90 - 4-hrs. CFP 3-hrs. NC & SC L,A&H Ins., CFP and SC Insurance Ethics
Thursday, May 21 - 11:30 - 1:00 - Federal Reserve Bank, 530 East Trade Street, Charlotte
Speaker: Andy Bauer, Economist, FRB-Baltimore Topic: "The Economy"
Completed: Attendance - 65. 1 HR. CFP
Monday, August 24 & Tuesday, August 25 – 1 ½ Day Symposium and Sponsor Expo Charlotte Marriott Executive Park Hotel
11 speakers with up to 8 hours NC & SC Insurance CE + up to 14 hours CFP CE
Attendance 218
Tuesday, September 15 – 11:30 – 1:00pm Myers Park Country Club
Speakers: Joseph B. Henninger, JD and Danica Little, JD, CPA, C.F.M.
”New Medicaid Rules Under Deficit Reduction Act of 2005”
Whistart Norris Henninger & Pittman, Charlotte, NC
Attendance: 47 1-hr. CFP CE
Tuesday, October 20 - 11:30 am – 5:00 pm Myers Park Country Club
Lunch Speaker: Stephen Luckenback, Reg. VP, Jackson National
”Don’t Believe Everything You Think”
CE Sessions: speaker Steven Wortmann, J.D, Jackson National
1. “Annuities and Estate Planning” 2. “Transfers, Taxes and Turmoil” 3..”Fiancial Planning with Charitable Reminder Trust” 4. “Top 50 IRA Rules”.
Attendance: 65 - 4 hrs. NC & SC Insurance CE + 4 hrs CFP CE
Tuesday, November 17 – 11:30 – 1:00 pm Myers Park Country Club
Annual Tax Update Program: “Tax Bingo for 2009”
Chapter Members David Perkins, J.D, CPA, CFP, Susan Thomas, CPA, CFP and Shane Tenny, CFP panelists
Attendance: 60 1 hr. CFP CE
Tuesday, December 15 - 11:30 – 1:00 pm Myers Park Country Club
Speaker: Larry Carroll, CFP, CIMA, Carroll Financial Associates, Charlotte, NC
“Providing Excellent Financial Advice: 10 Issues for the Next 10 for the Next 10 ears”
Attendance: 68 Practice management topic