Abacus


about

Where is Abacus?

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

2018

AICPA Personal Financial Planning Summit
January 8-10, 2018
in Palos Verdes, CA
Speakers: Cheryl R. Holland and Bethany M. Griffith
Heckerling Institute on Estate Planning
January 22-26, 2018
Orlando, FL
Attendee: Jon J. Robertson
NAPFA South Region Symposium
February 12, 2018
Atlanta, GA
Attendee: Eileen M. Stevens
NAPFA National Conference – Spring
May 16-19, 2018
Phoenix, AZ
Attendee: Eileen M. Stevens
FPA Retreat
Apr 23-26, 2018
Phoenix, AZ
Attendee: Edward W. Kramer II

2017

Insider’s Forum
September 6-8, 2017
Nashville, TN
Speakers: Cheryl R. Holland, Bethany M. Griffith and Stephen Scott
FPA Residency
June 9-14, 2017
Denver, CO
Attendee: Anne Marie E. Ashworth
NAPFA National Conference – Spring
May 17-16, 2017
Bellevue, WA
Attendees: Bethany M. Griffith and Eileen M. Stevens
NAPFA Genesis – The Leadership Pipeline Webinar
March 15, 2017
Presented by: Jon J. Robertson
AICPA Leadership Summit
January 23-25, 2017
Rancho Palos Verdes, CA
Keynote Speaker: Cheryl R. Holland
Heckerling Institute on Estate Planning
January 9-13, 2017
Orlando, FL
Attendee: Jon J. Robertson

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”
PDF
(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”
PDF
(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”
PDF
(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”
PDF
(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.”
PDF (434 Kb)
NAPFA GENESIS
Aug 20, 2014
Webinar
Charles Flowers and Bethany Griffith presented:
Listen Your Way to Success.”
PDF (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
PDF (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
PDF (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”
PDF (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”
PDF (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”
PDF (78 Kb)
Columbia Tax Study Group
May 22, 2012
Columbia, SC
X. Alexandra Chastain gave a presentation entitled:
“Social Security Claiming Strategies”
PDF (449 Kb)
NAPFA National Conference
May 18, 2012
Chicago, IL
Charles B. Flowers gave a presentation entitled:
“Leading and Mentoring Team Members”
PDF (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”
PDF (54 Kb)
Be Our Guest
Jan 20, 2012
Columbia, SC
Cheryl R. Holland gave a presentation entitled:
“Visioning Your Future”
PDF (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”
PDF (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”
PDF (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”
PDF (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”
PDF (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”
PDF (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”
PDF (78 Kb)
NAPFA National Conference – Step Forward
May 17, 2011
Salt Lake City, UT
Cheryl R. Holland gave a presentation entitled:
“Visioning Your Future”
PDF (392 Kb)
NAPFA NC/SC Study Group
Apr 21, 2011
Columbia, SC
Jon Robertson and G. Michael Baughman gave a presentation entitled:
“Proper Apology”
PDF (85 Kb)

Where is Abacus?

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

2018

AICPA Personal Financial Planning Summit
January 8-10, 2018
in Palos Verdes, CA
Speakers: Cheryl R. Holland and Bethany M. Griffith
Heckerling Institute on Estate Planning
January 22-26, 2018
Orlando, FL
Attendee: Jon J. Robertson
NAPFA South Region Symposium
February 12, 2018
Atlanta, GA
Attendee: Eileen M. Stevens
NAPFA National Conference – Spring
May 16-19, 2018
Phoenix, AZ
Attendee: Eileen M. Stevens
FPA Retreat
Apr 23-26, 2018
Phoenix, AZ
Attendee: Edward W. Kramer II

2017

Insider’s Forum
September 6-8, 2017
Nashville, TN
Speakers: Cheryl R. Holland, Bethany M. Griffith and Stephen Scott
FPA Residency
June 9-14, 2017
Denver, CO
Attendee: Anne Marie E. Ashworth
NAPFA National Conference – Spring
May 17-16, 2017
Bellevue, WA
Attendees: Bethany M. Griffith and Eileen M. Stevens
NAPFA Genesis – The Leadership Pipeline Webinar
March 15, 2017
Presented by: Jon J. Robertson
AICPA Leadership Summit
January 23-25, 2017
Rancho Palos Verdes, CA
Keynote Speaker: Cheryl R. Holland
Heckerling Institute on Estate Planning
January 9-13, 2017
Orlando, FL
Attendee: Jon J. Robertson

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”
PDF
(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”
PDF
(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”
PDF
(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”
PDF
(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.”
PDF (434 Kb)
NAPFA GENESIS
Aug 20, 2014
Webinar
Charles Flowers and Bethany Griffith presented:
Listen Your Way to Success.”
PDF (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
PDF (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
PDF (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”
PDF (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”
PDF (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”
PDF (78 Kb)
Columbia Tax Study Group
May 22, 2012
Columbia, SC
X. Alexandra Chastain gave a presentation entitled:
“Social Security Claiming Strategies”
PDF (449 Kb)
NAPFA National Conference
May 18, 2012
Chicago, IL
Charles B. Flowers gave a presentation entitled:
“Leading and Mentoring Team Members”
PDF (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”
PDF (54 Kb)
Be Our Guest
Jan 20, 2012
Columbia, SC
Cheryl R. Holland gave a presentation entitled:
“Visioning Your Future”
PDF (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”
PDF (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”
PDF (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”
PDF (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”
PDF (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”
PDF (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”
PDF (78 Kb)
NAPFA National Conference – Step Forward
May 17, 2011
Salt Lake City, UT
Cheryl R. Holland gave a presentation entitled:
“Visioning Your Future”
PDF (392 Kb)
NAPFA NC/SC Study Group
Apr 21, 2011
Columbia, SC
Jon Robertson and G. Michael Baughman gave a presentation entitled:
“Proper Apology”
PDF (85 Kb)

Where is Abacus?

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

2018

AICPA Personal Financial Planning Summit
January 8-10, 2018
in Palos Verdes, CA
Speakers: Cheryl R. Holland and Bethany M. Griffith
Heckerling Institute on Estate Planning
January 22-26, 2018
Orlando, FL
Attendee: Jon J. Robertson
NAPFA South Region Symposium
February 12, 2018
Atlanta, GA
Attendee: Eileen M. Stevens
NAPFA National Conference – Spring
May 16-19, 2018
Phoenix, AZ
Attendee: Eileen M. Stevens
FPA Retreat
Apr 23-26, 2018
Phoenix, AZ
Attendee: Edward W. Kramer II

2017

Insider’s Forum
September 6-8, 2017
Nashville, TN
Speakers: Cheryl R. Holland, Bethany M. Griffith and Stephen Scott
FPA Residency
June 9-14, 2017
Denver, CO
Attendee: Anne Marie E. Ashworth
NAPFA National Conference – Spring
May 17-16, 2017
Bellevue, WA
Attendees: Bethany M. Griffith and Eileen M. Stevens
NAPFA Genesis – The Leadership Pipeline Webinar
March 15, 2017
Presented by: Jon J. Robertson
AICPA Leadership Summit
January 23-25, 2017
Rancho Palos Verdes, CA
Keynote Speaker: Cheryl R. Holland
Heckerling Institute on Estate Planning
January 9-13, 2017
Orlando, FL
Attendee: Jon J. Robertson

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”
PDF
(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”
PDF
(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”
PDF
(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”
PDF
(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.”
PDF (434 Kb)
NAPFA GENESIS
Aug 20, 2014
Webinar
Charles Flowers and Bethany Griffith presented:
Listen Your Way to Success.”
PDF (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
PDF (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
PDF (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”
PDF (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”
PDF (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”
PDF (78 Kb)
Columbia Tax Study Group
May 22, 2012
Columbia, SC
X. Alexandra Chastain gave a presentation entitled:
“Social Security Claiming Strategies”
PDF (449 Kb)
NAPFA National Conference
May 18, 2012
Chicago, IL
Charles B. Flowers gave a presentation entitled:
“Leading and Mentoring Team Members”
PDF (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”
PDF (54 Kb)
Be Our Guest
Jan 20, 2012
Columbia, SC
Cheryl R. Holland gave a presentation entitled:
“Visioning Your Future”
PDF (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”
PDF (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”
PDF (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”
PDF (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”
PDF (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”
PDF (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”
PDF (78 Kb)
NAPFA National Conference – Step Forward
May 17, 2011
Salt Lake City, UT
Cheryl R. Holland gave a presentation entitled:
“Visioning Your Future”
PDF (392 Kb)
NAPFA NC/SC Study Group
Apr 21, 2011
Columbia, SC
Jon Robertson and G. Michael Baughman gave a presentation entitled:
“Proper Apology”
PDF (85 Kb)