Events & Meetings
There are no meetings in August or December.
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Sponsored by:
Enjoy networking with Triangle Chapter members of the NCACPA and other professionals. Professionals’ Night is specifically for CPAs, bankers, financial advisors, attorneys, and other professionals in the Triangle area. NCACPA Professionals’ Nights have been extremely successful with over 100 industry professionals in attendance.
Hors d’oeuvres and drinks will be served Tickets are $16.00 per person and spots are limited
Tobacco Road Sports Café |
Sponsored by: Royal Alliance
11:00 a.m. - 11:30 a.m. 11:30 a.m. - 1:15 p.m. SPEAKER: Julie Kopetsky, President, Your Next Move About the Speaker: Julie Kopetsky, President, Your Next Move Julie is a transplanted Hoosier who wanted to live someplace warmer. In 1996 she flew down to the Triangle area for a week, found a job, then returned to pack up and move. Julie turned that experience into a vocation, becoming a Certified Relocation Professional and a Global Mobility Specialist, as well as a licensed real estate broker. Over the years she watched several of friends struggle to find housing for their aging parents, which inspired her to start Your Next Move. Now Julie uses her relocation experience to help fellow baby boomers find the right housing for their aging parents. About the Presentation: This presentation will include information on what to expect during the transition to Senior Living....availability, pricing, levels of care, type of housing, and much more. Julie will also provide information on home care options to address the needs of clients wanting to age in place. Brier Creek Country Club |
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Sponsored by: Security Benefit (A Guggenheim Partners Company)
Brier Creek Country Club |
Sponsored by:
Brier Creek Country Club |
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10th Annual Education Symposium More details to come! McKimmon Center- NC State University |
Sponsored by: Calvert Investments
11:00 a.m. - 11:30 a.m. 11:30 a.m. - 1:15 p.m. About the Speaker: Dr. Mike Walden is a professor in the College of Agriculture and Life Sciences’Department of Agricultural and Resource Economics and a specialist with the North Carolina Cooperative Extension Service. He is widely known for his ability to relate larger economic trends to individual consumers. Every two weeks, he writes the “You Decide” newspaper column exploring key economic issues. Find out more at Dr. Walden’s Web site. About the Presentation: This presentation will cover three areas: the current condition and outlook for the national economy; the debate over national economic policy; and the condition and outlook for the North Carolina economy and regions. Brier Creek Country Club |
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Sponsored by: Guardian
11:30 a.m. - 1:15 p.m. •Understand the issues in creating a business as a sole proprietorship.
•Understand the issues in creating a business as a general partnership.
•Understand the issues in creating a business as a limited partnership.
•Understand the issues in creating a business as a regular C corporation.
•Understand the issues in creating a business as an S corporation.
•Understand the issues in creating a business as a limited liability company
•Contrasting the differences of each business type, particularly from a liability management and income tax perspective
About the Speaker: Victor is a member of the Business Resource Center for Advanced Sales at The Guardian Life Insurance Company of America. He is responsible for the educational, marketing and sales support materials on advanced planning topics from this group, and manages several of the attorneys and the case design team. Prior to joining Guardian, Victor spent five years leading the case management group for the SEI Wealth Network, serving high and ultra high net worth clients with their financial planning needs, and training financial advisors on holistic planning solutions. That was preceded by three years at Prudential Securities where Victor headed up the Prestige Private Client Group, the company’s high net worth financial planning department. Before joining Prudential Securities, Victor spent nearly five years at Prudential Insurance, supporting and training advisors and their clients on executive benefits, business, estate and charitable planning areas. Victor joined Prudential Insurance after a ten year career as a private practice attorney in New York City concentrating on business and estate planning. Victor has been a frequent speaker at industry conferences, company training sessions, agency meetings, legal, and accounting continuing education seminars. He is a member of the New York and New Jersey bars, and the New York City Chapter of the Society of Financial Services Professionals. Brier Creek Country Club |
