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      Winston-Salem FSP and Clemmons Community Foundation Event - November 14, 2019 in Clemmons

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      November 14, 2019

      Thursday   7:30 AM

      3540 Clemmons Road
      Clemmons, North Carolina 27012

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      Winston-Salem FSP and Clemmons Community Foundation Event - November 14, 2019

      You are invited to a special event! Co-sponsored by the Clemmons Community Foundation and the Society of Financial Service Professionals, Winston-Salem Chapter. Credits for lawyers, CPAs, CFP® Professionals, and Insurance Advisors.   8:00 AM         CHARITABLE PLANNING WITH UNIQUE ASSETS Rebecca Smitherman, JD;  Penny Russ, CPA Craige Jenkins Liipfert & Walker, LLp Description: Many of the clients we serve have built wealth in non-cash assets such as appreciated securities, real estate, privately held stock or limited partnerships and even arts and collectibles.  In this session we will discuss how tax deductions for gifts of unique assets work, special rules that apply to specific assets, the rules around valuation of unique assets, and several other important issues to understand when guiding clients seeking to make a philanthropic impact with unique assets. ________________________ 10:05 AM      PULLED IN DIFFERENT DIRECTIONS: HANDLING CONFLICTS OF INTEREST WHEN ADVISING CLIENTS ABOUT FINANCIAL PLANNING AND CHARITABLE GIVING   Brad Friesen, JD Allison Parker, JD Bell, Davis & Pitt PA Description: The ethics hour will focus on how to identify and handle conflicts of interest that can arise when advising clients about financial planning, estate planning, and charitable giving. It will include a review of the rules applicable to lawyers, CPAs, and insurance advisors, as well as practice pointers, hypothetical examples, and cautionary tales. This program has been submitted for approval by the North Carolina State Bar of Continuing Legal Education for ethics credit -----------------------------------------BOXED LUNCH WILL BE SERVED AT 11 AM ----------------------------------- 11:30 AM       CFP BOARD'S REVISED CODE AND STANDARDS Jennifer Johnson, CFP® Blue Rock Wealth Management CFP Board’s Revised Code and Standards Description: In March 2018, the CFP Board issued a Code of Ethics and Standards of Conduct that replaced CFP Board’s Terminology, Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards effective October 1, 2019.  In this session CFP® professionals will learn how to identify the structure and content of the Code and Standards, including significant changes and their impact, as well as important information CFP® professionals will need to implement in order to act in accordance with the new fiduciary standard. This program qualifies for 2 hours of ethics credit from the CFP® Board --------------------------------- COST: $25 for FSP Members $45 for non-FSP Members -------------------------------------------------- Share this event on Facebook and TwitterWe hope you can make it!Cheers,Winston-Salem FSP Chapter AND Clemmons Community Foundation  Event Sponsor -  FSP Sponsors -GOLD:For Chapter Information and Future Events Financial Service Professionals Winston Salem Chapter is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: For more information regarding administrative policies such as complaint and refund, please contact us at 336-789-8989, ext.231.

      Categories: Business & Networking

      Event details may change at any time, always check with the event organizer when planning to attend this event or purchase tickets.