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Personal Financial Planning Conference

Friday, Oct. 29, 2010
 TSCPA Meeting Center
Brentwood, Tenn.

TSCPA has designed a conference recognizing the need for specific information and training directed toward professionals involved in personal financial planning for clients. The conference will feature speakers known both locally and nationally for their expertise in the personal financial planning industry.

Exhibitors

Visit our exhibitors during registration and networking breaks:

My Retirement Account Services

National Financial Services Group

Session Highlights:

  • Charitable Giving Strategies
  • Asset Allocation, Theory & Practice Examples
  • Estate Planning
  • RetireSense
  • The Roth IRA Conversion Opportunity
  • Economic Update



Registration Fees:
by Oct. 14
after Oct. 14
 Materials Fee
Member Discount Fee
$255
$295
 $15
Conference Fee
$330
$370
 $15

E-Materials: Conference materials will be available electronically in advance of the conference. If you would prefer a traditional printed manual, there is a $15 fee. Conference registrants will receive an e-mail one week in advance of the conference with a link to the materials. Attendees who have paid for a printed manual will receive it the morning of the conference.

4 Easy Ways to Register

By Internet
Register Online

By Fax
615/309-8054 or 615/377-3904

By Mail
Mail completed registration form and payment to:
Educational & Memorial Foundation of TSCPA
201 Powell Place, Brentwood, TN 37027

By Phone
1-800/762-0272 or 615/377-3825

This conference is presented by The Educational & Memorial Foundation of the Tennessee Society of Certified Public Accountants and the TSCPA Personal Financial Planning Conference Committee.

© Tennessee Society of Certified Public Accountants
201 Powell Place • Brentwood, TN 37027
Phone: 615/377-3825 • Fax: 615/377-3904
Toll Free: 1-800/762-0272

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