Financial Planning Association of South Carolina to host Annual Symposium on October 1 in Columbia

The Financial Planning Association (FPA) of South Carolina is excited to announce its Annual Symposium, taking place on October 1, 2024, at the Columbia Metropolitan Convention Center. This premier event is designed for financial planners and industry professionals across the state, offering a full day of insightful sessions, expert speakers, and valuable networking opportunities.

Event Details:

Date: October 1, 2024
Location: Columbia Metropolitan Convention Center
Time: 8:00 AM – 5:00 PM

Featured Speakers:

This year’s symposium boasts an impressive lineup of industry leaders, including:

• Adam VanDusen of Kitces, LLC: A recognized author on practice management and technical topics for the Nerd’s Eye View blog, with a particular interest in how advisors can show their ongoing value to prospective and current clients.
• Chris Mortimer with Vest Financial: Chris will bring his expertise in innovative investment solutions, offering attendees a deeper understanding of Buffer ETFs.
• David Polak with Capital Group: David will discuss key strategies in investment management, providing practical advice for navigating global equity returns and more.

Sessions:
The symposium will feature a range of educational sessions tailored to the needs of financial planners, including:

• Tax Planning: Stay ahead of the curve with the latest strategies for tax-efficient planning, ensuring your clients maximize their financial outcomes.
• Ethics: Engage in a thought-provoking session on maintaining the highest ethical standards in your practice, essential for building and sustaining client trust.
• Investing: Learn from the experts about current investment trends and strategies that can help you deliver better results for your clients.

Networking Opportunities:

In addition to the educational sessions, the symposium offers ample opportunities for networking. Connect with fellow financial planners, share experiences, and build relationships that can enhance your professional growth at the pre-Symposium Welcome Reception on September 30 as well as throughout the Symposium.

Registration:

Registration is now open for the FPA of South Carolina Annual Symposium. Early registration is encouraged as space is limited. For more information and to register, visit FPA of South Carolina’s website at www.fpasouthcarolina.org.

About the FPA of South Carolina

The Financial Planning Association of South Carolina is a professional organization dedicated to supporting the growth and development of financial planners throughout the state. Through events like the Annual Symposium, FPA of South Carolina provides members with the resources, education, and networking opportunities they need to thrive in a dynamic industry.