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HRSFSP - BREAKFAST MEETING & CE EVENT - JOINT with FPA

Hampton Roads Chapter SFSP

Thursday, December 8, 2016 from 7:30 AM to 11:30 AM (EST)

HRSFSP - BREAKFAST MEETING & CE EVENT - JOINT with FPA

Ticket Information

Type End Quantity
DEC 2016 - BOTH events
This RSVP is for both events - Membership Meeting & CE Event
2d 4h Free  
DEC 2016 - Meeting Only
This RSVP is for the meeting only
2d 4h Free  
DEC 2016 - CE ONLY
This RSVP is for the CE Event only
2d 4h Free  

Share HRSFSP - BREAKFAST MEETING & CE EVENT - JOINT with FPA

Event Details

!!! PLEASE JOIN US !!!


JOINT DECEMBER MEMBERSHIP MEETING & CE EVENT with FPA

 

DECEMBER 8, 2016

7:30 - 9:00AM - Breakfast Meeting 

9:00 - 11:30 - CE Event (2 sessions)

Guest Fee $25.00

 

CE

Meeting - 1 hour L & R 

Meeting with CE Event - 1 hour L & R per session,   3 hours CFP*

*CFP note - to receive the CFP credit, you must attend the meeting and both CE sessions

 

 TOPIC

The Use of Trusts in a World Without Estate Tax


 SPEAKER

Terence B. Stanaland, J.D., C.P.A., ChFC

 

 Biography

Terence B. Stanaland, J.D., C.P.A., ChFC Teague Rotenstreich Stanaland Fox & Holt, P.L.L.C. 101 South Elm Street, Suite #350 Greensboro, NC 27401 Phone: (336) 272-4810 ext. 226 Email: tbs@trslaw.com

Terence B. Stanaland, JD, ChFC, C.P.A., is Of Counsel to the Greensboro, North
Carolina law firm, Teague, Rotenstreich Stanaland Fox & Holt, P.L.L.C. He was graduated
from East Carolina University Magna Cum Laude, and earned a Juris Doctorate from the
University of Florida School of Law. While in law school, he was a member of the Order of
the Barristers and a successful competitor on the National Moot Court Team. Now an
experienced attorney and Certified Public Accountant, he earned his Chartered Financial
Consultant designation in 1988. In addition, he is a member of the Florida, North Carolina and
Greensboro Bar Associations. A frequent lecturer and author on financial and tax topics, he
has served on the Board of Directors of several organizations, including the Greensboro
Association of Life Underwriters, Greensboro Bar Association and the Greensboro Chapter of
Financial Services Professionals. He is formerly a National Director of the Society of
Financial Services Professionals and is also on the Board of several Non-Profit Foundations.
He has previously enjoyed a career in broadcasting as the former co-host of a syndicated radio
talk show. Mr. Stanaland regularly consults with insurance companies and brokerage houses
on technical tax matters involving financial products and services. He is recognized as a
national expert on technical tax matters and maintains an active Estate and Trust Practice in
Greensboro, North Carolina.

 

Have questions about HRSFSP - BREAKFAST MEETING & CE EVENT - JOINT with FPA? Contact Hampton Roads Chapter SFSP

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When & Where


Holiday Inn Virginia Beach - Norfolk
5655 Greenwich Road
Virginia Beach, VA 23462

Thursday, December 8, 2016 from 7:30 AM to 11:30 AM (EST)


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Organizer

Hampton Roads Chapter SFSP

 Email: hrsfsp@yahoo.com 

Website: http://www.financialpro.org/hrva 

  Contact the Organizer
HRSFSP - BREAKFAST MEETING & CE EVENT - JOINT with FPA
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