August 15, 2019 – Planned Giving 101: GREENWOOD

August 15, 2019 @ 8:30 am – 2:00 pm
The Inn on the Square
104 E Court Avenue Greenwood
SC 29646
Jade Fountain

Planned Giving 101

In Cooperation with the Greenwood County Community Foundation,
Self Regional Healthcare Foundation, the
Financial Planning Association of South Carolina, and the SC Association of CPAs

August 15, 2019
The Inn on the Square
104 E Court Ave
Greenwood, SC

About the Speakers

Price is $20 and includes continental breakfast and lunch.
8:30 a.m. – Registration and Breakfast
9:00 a.m. – Planned Giving 101 – facilitated by SCPGC Board Members: Hugh Haskins, Sam Head, and Beth Wingard.
10:45 a.m. – Planned Giving Implications for CPA & Financial Planners – Neil Brown, CPA CFP
12:00 p.m. – Lunch
12:30 p.m. – Ethics of Tax Practitioners before the IRS and SC Department of Revenue – Jim Rourke, Member/Attorney, Nexsen Pruet


This session is CFRE approved for 4 hours.

This session is approved for 4 CLE hours.

CFP and CPA hours pending.

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