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Next Chapter Program
Tuesday, October 21
Myers Park Counytry Club, Charlotte
11:30 AM - 5:00 PM
Lunch and Speaker 11:30 Am - 1:00 pm
Session #1 1:00 pm - 3:00 pm
Session #2 3:00 pm - 5:00 pm
Program details to be posted soon
registration is open - go to registration in upper left hand margin
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See remaining dates for programs in 2008 below
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_____________________________________________________________________________
"WE DO BUSINESS WITH OUR
SPONSOR / PARTNERS"
See Sponsor's page for complete list and links to their web sites
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2008 Meeting Schedule
MPCC = Myers Park Country Club, Charlotte
Tuesday, January 15th - 11:30 - 1:00 - MPCC
Completed - Attendance 66 - practice mamnegement, no ce
Tuesday, February 19th - 11:30 - 5:00 - 1/2 day Ins. CE day- MPCC
Completed - Attendance 91 - 5 hrs. CFP + 4-hrs NC & SC L,A&H ins. ce's
Tuesday, March 18th - 11:30 - 1:00 - MPCC
Completed - Attendance 51 - 1-hr. CFP
Tuesday, April 15th - 11:30 - !:00 - MPCC - Adapting a Practice for Retirement Income Planning
Completed - Attendance 72 - 1-hr. CFP
Grandover Resort, May 15th 8:30 - 4:00 - Greensboro, NC, Grandover Resrot Hotel
App. St. 3-hr. Case Study, lunch speaker and CE by AXA, 3-hr. Ethics Course
Completed - Attendance 42 - 7-hrs. CFP + 6-hrs. NC & SC Ins.
Myers Park CC, Charlotte - Ethics
Completed - Attendance 145 - 3-hr. NC & SC Ins. Ethics Course + 2-hr. CFP Ethics Course
Wednesday & Thursday August 27-28 - 2008 Symposium and Sponsor Expo
Charlotte Marriott executive Park Hotel
Completed - Attendance
234 - Up to 10-hrs CFP, 6-hrs. NC & SC LA&H Insurance and 11-hrs CPA CPE
Tuesday, September 16th - 11:30 - 1:00 - MPCC Program: " Alternative Investments" Speaker: Adam Taback, President of Wachovia Alternative Investments
Completed - Attendance 40 - 1-hr. CFP ce
Tuesday, October 21st - 11:30 - 5:00 - 1/2 day Ins. CE day - MPCC
Tuesday, November 18th - 11:30 - 1:00 - MPCC
Tuesday, December 16th - 11:30 - 1:00 - MPCC
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Completed 2007 Programs and Events
Tuesday, January 23rd - MPCC
Completed (Attendance-67) 1-hour CFP& CPA ce
Tuesday, February 20th - 1/2 Day Insurance + CFP CE DAY - MPCC
Completed (Attendance-97) 5 hrs CFP& CPA + 4 hrs NC & SC Ins
Tuesday, March 20th - MPCC
Completed (Attendance-70) 1 hour CFP & CPA ce
Tuesday, April 17th- MPCC
Completed (Attendance-63) 1 hour CFP & CPA ce
Tuesday, May15th - ETHICS, the 2-hour CFP Board approved course - MPCC
Completed (Attendance-116) 3 hrs. CFP + 2 hrs. NC & SC Ins. CE
JUNE - NO MEETING
JULY - NO MEETING
Wednesday & Thursday, August 22 - 23
Annual Symposium and Sponsor Expo-Charlotte Marriott Executive Park
Completed (Attemdance-212)
Up to 6 hrs. NC & SC L,A&H Ins.,17 CPA cpe and 14 CFP CE's
Tuesday, September 18th - MPCC
Completed (attendance 52) - 1 hr. CFP & CPA ce
Tuesday, October 16th
Completed (Attendance
- 83) - 5-hrs CFP& CPA , 4-hrs NC & SC Ins. ce
Tuesday, November 20th -
Completed (attendance 50) 1-hr. CFP & CPA
Tuesday, December 18th
Completed (attendance 72)
- 1-hr. CFP & CPA
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