You’ll find our team coast-to-coast sharing insights as speakers, panelists, columnists, and conference participants.

2023

2022

2019

2018

2017

2016

DFA Conference September 27-28, 2016	Attendees: Eileen M. Stevens, Kevin R. Draudt, Anne Marie E. Ashworth
Corgenius Conference September 19-22, 2016	Attendee: Molly A. Thomas
NAPFA National Conference – Fall October 12-15, 2016 Arlington, VA	Panel Speakers: Charles Flowers, on “The Future of Financial Planning – Through the eyes of the millennials” and X. Alexandra Chastain, on “The Path to Ownership – A panel discussion of challenges and successes” Attendees: Bethany M. Griffith and Corinne S. Hanna
Schwab Solutions Conference July 13-15, 2016	Attendee: Daria M. Ali
NexGen June 10-12, 2016 Dallas, TX	Co-facilitator: Edward W. Kramer, II Attendee: Eileen M. Stevens
Heckerling Institute on Estate Planning January 11-15, 2016 Orlando, FL	Jon J. Robertson
Columbia College Feb 19, 2016 Columbia, SC	Susan A. McCants and Jon J. Robertson presented: “Optimizing Social Security Benefits” (1 MB)
Heckerling Institute on Estate Planning January 11-15, 2016 Orlando, FL	Jon J. Robertson

2015

Bob Veres’ Insider’s Forum September 28-30, 2015 Chandler, AZ	Attendees: Cheryl R. Holland, Charles Flowers, Charlie W. Hammer, X. Alexandra Chastain, Jon J. Robertson
NexGen June 19-21, 2015 Dallas, TX	Co-facilitator: Cheryl R. Holland
NAPFA National Conference – Spring May 12-15, 2015 San Diego, CA	Panel Speaker: Bethany M. Griffith on “Leading an Effective Investment Committee”
Columbia College Apr 23rd, 2015 Columbia, SC	Susan A. McCants and Jon J. Robertson presented: “Optimizing Social Security Benefits” (336 Kb)
FPA Retreat Apr 20-23, 2015 Atlanta, GA	Edward W. Kramer II
University of South Carolina Scholars Group at the Honors College at USC Feb 12th, 2015 Columbia, SC	Corinne S. Hanna presented: “Organizing your Financial Life” (772 Kb)
Columbia College February 18, 2015 Columbia, SC	Social Security Presentation – Susan A. McCants and Jon J. Robertson
TD Ameritrade Institutional National LINC Jan 28-31, 2015 San Diego, CA	Charlie W. Hammer

2014

CPA Seminar Oct 24, 2014 Columbia, SC	Susan A. McCants, and X. Alexandra Chastain presented: “Optimizing Social Security Benefits” (348 Kb)
NAPFA National Conference – Fall Oct 21-24, 2014 Charlotte, NC	Keynote panel moderator and speaker: Cheryl R. Holland. Attendees: Corinne Hanna,, Molly A. Thomas, Bethany M. Griffith, and Abby Mason
TD Ameritrade Institutional National Conference Sept 10-11, 2014 Boston, MA	Erin Letts and Kara Bestler
Bob Veres Insider’s Forum Sept 9-11, 2014 Dallas, TX	Cheryl R. Holland and Charles Flowers presented: “Implementing the Leadership Pipeline.” (434 Kb)
NAPFA GENESIS Aug 20, 2014 Webinar	Charles Flowers and Bethany Griffith presented: “Listen Your Way to Success.” (418 Kb)
Schwab Solutions July 28-29, 2014 Orlando, FL	Aaron Graham, Olga Connor, Erin Letts, Eileen Stevens, and Stephen Scott
The Forum June 14, 2014 Columbia, SC	Cheryl R. Holland presented: Thinking About the Future (2MB)
Morningstar Investment Conference June 12-14, 2014 Chicago, IL	Stephen Scott
NAPFA National Conference – Spring May 12-16, 2014 Salt Lake City, UT	Olga Connor
G21 Spring Meeting, Study Group May 4-7, 2014 Las Vegas, NV	X. Alexandra Chastain
FPA Retreat May 3-5, 2014 Doral, FL	Susan McCants
Group 2020, Study Group Retreat Apr 21-23, 2014 Philadelphia, PA	Cheryl R. Holland
DFA Conference Feb 27-28, 2014 Atlanta, GA	Gregory M. Putnam, Aaron Graham, and Olga Connor
AICPA Advanced Personal Financial Planning Jan 20-22, 2014 Las Vegas, NV	Angel T. Marvin
Heckerling Institute on Estate Planning Jan 13-17, 2014 Orlando, FL	Jon Robertson

2013

Schwab Impact Conference Nov 10-13, 2013 Washington, DC	Charlie Hammer and Bethany M. Griffith
Family Firm Institue Oct 16-19, 2013 San Diego, CA	Cheryl R. Holland and Bethany M. Griffith
Schwab Solutions July 30-31, 2013 Atlanta, GA	Kara Bestler, Olga Connor, Patti Wilson, Stephen Scott, and Charlie Hammer
Financial Planning Association NorCal May 28-29, 2013 San Francisco, CA	Molly A. Thomas
NAPFA South Region Symposium Mar 4, 2013 Austin, TX	G. Michael Baughman
Performance Trust University Conference Feb 28-Mar 1, 2013 Chicago, IL	Gregory M. Putnam
Delta Study Group Retreat Feb 20-24, 2013 Sonoma County, CA	Cheryl R. Holland
AUM Partners Leadership Forum Feb 19, 2013 Chicago, IL	Charles Hammer
Cogent Business Advisors Study Group Feb 15, 2013 Reston, VA	Charles Hammer
T3 Technology Tools for Today Conference Feb 11-13, 2013 Miami, FL	Stephen Scott
The Forum Feb 1, 2013 Columbia, SC	Cheryl R. Holland presented: “Elder Care Planning” (600 Kb)
TD Ameritrade Conference Jan 30-Feb 2, 2013 San Diego, CA	Charles W. Hammer
AICPA Advanced Personal Financial Planning Conference Jan 21-23, 2013 Las Vegas, NV	Angel T. Marvin
Columbia Tax Study Jan 15, 2013 Columbia, SC	Cheryl R. Holland presented: “US Fiscal Cliff Deal – A Stop-Gap Waiting for a Solution” (1.5 Mb)

2012

Schwab Impact Conference Nov 13-16, 2012 Chicago, IL	Barbara Griffin and Stephen Scott
G21 Study Group Retreat Sept 24-26, 2012 Vail, CO	X. Alexandra Chastain
Group 2020 Study Group Retreat Sept 24-26, 2012 Vail, CO	Cheryl R. Holland
Epsilon Study Group Retreat Sept 15-17, 2012 Duck, NC	Abby Mason and Bethany M. Griffith
Business and Wealth Management Forum Sept 14, 2012 Denver, CO	Cheryl R. Holland gave a presentation entitled: “Transform Your Role to Transform Your Practice”
Business and Wealth Management Forum Sept 13-15, 2012 Denver, CO	Cheryl R. Holland
NAPFA West Sept 9-12, 2012 Portland, OR	Abby Mason
Schwab Solutions Aug 20-22, 2012 Orlando, FL	Patti Watson and Kara Bestler
Elder Care Roundtable Aug 1, 2012 Columbia, SC	Cheryl R. Holland, G. Michael Baughman and Andrew K. Jones presented: “Elder Care for Clients” (385 Kb)
Morningstar Investment Conference June 20-22, 2012 Chicago, IL	Corinne Hanna
DFA Conference June 6, 2012 Charlotte, NC	Bethany M. Griffith, Molly Thomas, Corinne Sheridan and Angel T. Marvin
FPA NorCal Conference May 29-30, 2012 San Francisco, CA	G. Michael Baughman
National Advisers Trust 2012 Annual Shareholder Conference May 23, 2012 Gaylord National Resort	Cheryl R. Holland presented: “Leading and Mentoring Team Members” (78 Kb)
Columbia Tax Study Group May 22, 2012 Columbia, SC	X. Alexandra Chastain gave a presentation entitled: “Social Security Claiming Strategies” (449 Kb)
NAPFA National Conference May 18, 2012 Chicago, IL	Charles B. Flowers gave a presentation entitled: “Leading and Mentoring Team Members” (78 Kb)
G21 Study Group Retreat May 14-16, 2012 St. Louis, MO	X. Alexandra Chastain
NAPFA National Conference May 8-11, 2012 Chicago, IL	Abby Mason and Bethany M. Griffith
CFA Institute Annual Conference May 6-9, 2012 Chicago, IL	Andrew K. Jones
FPA Retreat May 5-8, 2012 Scottsdale, AZ	Susan McCants and X. Alexandra Chastain
Group 2020 Study Group Retreat Apr 22-24, 2012 Pittsboro, NC	Cheryl R. Holland
NAPFA Larger Firm Exchange Conference Feb 15-17, 2012 Ft. Lauderdale, FL	Cheryl R. Holland moderated a panel entitled: “Advisers Unplugged”. X. Alexandra Chastain, Charles B. Flowers, Stephen Scott and Molly Thomas attended.
Delta Study Group Retreat Feb 1-6, 2012 Knoxville, TN	Cheryl R. Holland
Association of Continuing Legal Education Conference Jan 30, 2012 New Orleans, LA	Charles B. Flowers gave a presentation entitled: “Creating and Living Cultural Norms for a Successful Business” (54 Kb)
Be Our Guest Jan 20, 2012 Columbia, SC	Cheryl R. Holland gave a presentation entitled: “Visioning Your Future” (392 Kb)
AICPA Advanced Personal Financial Planning Jan 16-18, 2012 Las Vegas, NV	Angel T. Marvin

2011

Kirkland Watson Financial Summit Nov 15, 2011 Columbia, SC	X. Alexandra Chastain gave a presentation entitled: “Social Security Claiming Strategies” (449 Kb)
NAPFA Genesis Sept 21, 2011 Webinar	Cheryl R. Holland, Charles B. Flowers and G. Michael Baughman gave a presentation entitled: “Leading and Mentoring Team Members” (173 Kb)
Young Lawyers/Young Bankers Seminar June 15, 2011 Columbia, SC	Cheryl R. Holland gave a presentation entitled: “10 Questions to Ask Your 401(k) Provider” (719 Kb)
Social Security Roundtable May 24, 2011 Columbia, SC	Cheryl R. Holland, X. Alexandra Chastain and Susan McCants gave a presentation entitled: “Social Security Claiming Strategies” (443 Kb)
Columbia Tax Study Group May 22, 2011 Columbia, SC	Cheryl R. Holland gave a presentation entitled: “The Role of Adviser Collaboration in Wealth Creation and Preservation” (1.3 Mb)
NAPFA National Conference May 18, 2011 Salt Lake City, UT	Cheryl R. Holland gave a presentation entitled: “Leading and Mentoring Team Members” (78 Kb)
NAPFA National Conference – Step Forward May 17, 2011 Salt Lake City, UT	Cheryl R. Holland gave a presentation entitled: “Visioning Your Future” (392 Kb)
NAPFA NC/SC Study Group Apr 21, 2011 Columbia, SC	Jon Robertson and G. Michael Baughman gave a presentation entitled: “Proper Apology” (85 Kb)