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Charlotte Chapter - 2018 Financial Services Professional Forum
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Charlotte Chapter - 2018 Financial Services Professional Forum

4/24/2018
When: Tuesday, April 24, 2018
11:15 AM - 4:45 PM
Where: Myers Park Country Club
2415 Roswell Avenue
Charlotte, North Carolina  28209
United States
Contact: Charlotte Chapter - Society of Financial Service Professionals

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2018 Financial Services Professional Forum     

Eldercare...Special Needs...LGBT...Divorce Planning

Planning Experts in 4 Specialized Disciplines - All In One Day!

Schedule

11:15 AM - Registration, Visit with Sponsors

11:30 AM - Eldercare Planning - Frank Johns, JD, LLM

12:30 PM - Lunch

1:15 PM - A Special Needs Plan - Ryan Platt, MBA, ChFC, ChSNC

2:15 PM - Vendor/Sponsor Break

2:30 PM - LGBT Planning - Connie J. Vetter, JD

3:30 PM - Vendor/Sponsor Break

3:45 PM - Divorce Planning - Nicole Sodoma, JD and David DuFault, JD

4:45 - Wrap Up & Adjournment


Registration Fees 

$35 - Members

$50 - Non-Members

Reservations are necessary by April 20th

Or click here for additional information.

Partners of FSP