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Tuesday May 20, 2014 from 7:30 AM to 5:00 PM EDT

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Bryan Park Enrichment Center 
6275 Bryan Park Road
Browns Summit, NC 27214

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Pat Schaaf, Chapter Executive 
Greensboro Society of Financial Service Professionals 
               2014 Professional Day

Tuesday, May 20, 2014    7:30 a.m. - 5:00 p.m.

Call Pat to be put on the waiting list

You are cordially invited to the 2014 Professional Day of the Society of Financial Service Professionals (SFSP)!

Ticket includes Continental Breakfast at 7:30 am and an outstanding hot lunch buffet.

Up to Six Hours of Continuing Education for Insurance CE, CFP, CPE, and CLE.

FREE iPAD drawing at 4:00pm followed by heavy hors d'oeuvres, cocktails and networking.

Ticket Costs:

Early Bird Registration ends April 30, 2014:

  • For SFSP and Estate Planning Council Members: $130 ($165 after 4/30/14)

  • For Non Members: $165 ($180 after 4/30/14)

8:10 – 10:10am: The 201 Best & Worst Planning Ideas for Your Client’s Retirement Benefits 
Natalie B. Choate, Esq.

Your clients are bombarded with dreams and schemes designed to reduce the tax value of their retirement plans. Learn which ideas work, which ones probably don’t, and which will win your client a midnight visit from the IRS. Plus, learn the tried and true estate planning practices, the nifty distribution tricks used by those in the know, and cutting edge ideas for the daring. 

Seminar outline provides a handy checklist of over 200 ideas — what each idea is, whether it works or not and where to find out more details; plus, thumbnail “client profiles,” so the reader can go right to the ideas that his/her clients should consider. This seminar can emphasize areas of particular interest to your particular audience group (such as life insurance planning, trust drafting, Roth conversions, estate planning or lifetime distributions).

10:10 – 10:40am Break: Please visit our generous Partners.

10:40 – 11:40am: When Insurance Products Meet Retirement Plans
Natalie B. Choate, Esq.

Does your client own (or is he/she considering purchasing) an insurance policy or annuity inside a retirement plan? If so, then you need to know the special rules that apply to plan-owned products, including: 

• Tax treatment of plan-owned life insurance during employment 
• Tax treatment of plan-owned life insurance at employee's death 
• How to "roll out" an insurance policy at retirement 
• The three different valuation rules for plan-owned annuities 
• Minimum distributions and "annuitized" IRAs 
• Scams and abuses to avoid 
• Which products can (and cannot) be held in a plan or IRA 
• Positive planning uses for life insurance and annuities in connection with retirement benefits

11:40am – 1:00pm: Enjoy your lunch, network and visit our Partners!


1:15 – 3:15pm: 2014: Demystifying the Alternative Minimum Tax, Kiddie Tax, and Other Tax Treasures: Turning Tax Traps into Treasures (2 hrs CE)
Thomas M. Brinker, Jr., LLM, CPA, CFE, ChFC, PFS, AEP

Unfortunately, the regular tax liability is not the final tax liability for our client. This seminar examines both the Alternative Minimum Tax (AMT), a “second” tax calculation that many taxpayers are forced to undertake annually in determining their final tax liability and the “Kiddie Tax.” Recent legislation has expanded the grasp of the “Kiddie Tax,” while applying an AMT “Patch” to soften the ultimate impact of the “Add More Tax” provision. In addition, this seminar also reviews other recent changes in tax law impacting individuals and their tax returns.

1:15 – 3:15pm: Growing Your Business Through Systemization (No CE)
Ross Cox, Action Coach

Systemization is one of the most misunderstood areas of business today! It is also the easiest to implement and will have the greatest impact on your team members and your practice or firm. Systemization allows the firm management to work “on” their business rather than “in” their business.

Not every business is ready to be systematized. The instructor will discuss the nine (9) steps to systematize your business or practice. These are basic structural issues that are the foundation of your business and must be in place for systemization to occur. 

Once the foundation is established, systemization should take place in four key areas:

1. People and Education – As the saying goes, “people are a company’s best asset”. Knowing this, there need to be systems in place to allow your team members to grow and develop personally so they add more value to your business and they feel more relevant.

2. Delivery and Distribution – Your service needs to be delivered at the highest level of quality and professionalism every time. This can only be done through systemization.

3. Testing and Measuring – Know what systems are working and which need improvement. This evaluation occurs only through testing and measuring everything.

4. Systems and Technology – In these days of continuing technological development, your firm must be aware of technology and understand how these developments assist your business.

Understanding the foundation necessary for systematizing your business and establishing strategies to attack the four key areas of systematizing, you will develop a team that is empowered and committed to your business. And, they will begin to regard you as a true leader of the business.

3:15 – 3:30pm Break: Please visit our generous Partners.


3:30 – 4:30pm: Identifying Unique Tax Benefits/Traps in Planning for Families with Special Needs Children (1 hr CE)
Thomas M. Brinker, Jr., LLM, CPA, CFE, ChFC, PFS, AEP

In addition to reviewing the general framework in individual tax planning for our families, our session will focus on some financing nuances associated with the medical expense deduction (i.e., retirement planning distributions and home equity loans), the tax benefit rule, and the interaction of the medical expense and home equity deductions, as well as other financing techniques, with the Alternative Minimum Tax. Our session will conclude with a case study containing many of the aforementioned tax issues and financing nuances and how we as planners need to identify, address, and resolve the issues.

3:30 – 4:30pm: Using Technology to Better Serve Clients: 60 Tech Tips in 60 minutes to Increase Efficiency and Decrease Costs (No CE)
Damon Duncan, Esq. & Melissa Duncan, Esq.

Our husband and wife instructors will lead a fun, fast-paced session of 60 one-minute technology and productivity tips in one hour, to help you use technology to more efficiently run your business and with less risk. With the poor economy having an impact on businesses of every size, this session will discuss practical tips on how you can use technology to increase your efficiency, decrease costs and have more satisfied clients.


Up to Six Hours of Continuing Education for Insurance CE, CFP, CPE, and CLE.

The morning and the afternoon sessions will be filed separately as three sessions for course credits. You must be present for the full morning to earn three hours credit. You must be present for all CE afternoon sessions in order to earn three hours credit in the afternoon.

Don't miss this year's premier educational event and the opportunity to support the Society of Financial Service Professionals Greensboro Chapter.

Click here for Speaker Biographies



*MetLife Premier Client Group pays the Greensboro Chapter of the SFSP a fee for its participation in and partnership of the Professional Day event.

Call Pat to be put on the waiting list