FPA of South Carolina upcoming events

RESCHEDULED Lunch and Learn - Greenville - Unlocking Hidden Value: What Financial Professionals Need to Know About Reverse Mortgages (Wednesday, May 20, 2026)

Wed, 20 May 2026 15:30:00 GMT

Unlocking Hidden Value: What Financial Professionals Need to Know About Reverse Mortgages

Speaker: Monica Elizondo, Longbridge Financial, LLC

Elderly homeowners own close to $14 Trillion in home equity, and many are struggling with a financial plan that fully fund their lifetime expenses, yet financial advisors often overlook this hidden wealth. Why? In this 1-hour presentation, we take a deep dive into the FHA Home Equity Conversion Mortgage (HECM) and new attractive and low-cost proprietary products to understand how it can improve the retirement plans of clients, protect against longevity risk, be optimized to fit with client goals, and to do so in an ethical and compliant manner. Home equity is one of the largest sources of assets for clients, and reverses mortgages can unlock this hidden wealth in a safe and standardized manner.

FREE to attend, but seating is limited. So, register early!

1 CFP credit available

Meet and Mingle - Columbia (Thursday, May 21, 2026)

Thu, 21 May 2026 21:00:00 GMT

Join us for a relaxed evening of connection and conversation at Steel Hands Brewing! This casual meet-and-mingle is a great opportunity for financial planners in the area to step away from the office, catch up with colleagues, and build new professional relationships in a laid-back setting.

Whether you’re a longtime FPA member or new to the community, come enjoy great drinks, good company, and meaningful conversations with fellow professionals who understand your work and share your passion.

No agenda—just an easygoing chance to connect.

P.L.A.N. Webinar - Advocacy (Wednesday, August 19, 2026)

Wed, 19 Aug 2026 15:30:00 GMT

Join Financial Planning Association of South Carolina for our P.L.A.N. Webinar Series, a quarterly, interactive webinar designed to support your professional growth through focused conversation and shared insights.

Each session highlights one core pillar of the P.L.A.N. Model:

Practice Management - January 21
Learning - March 18
Advocacy - August 19
Networking - December 9

These webinars are intentionally casual and engaging, creating space for practical discussion, peer learning, and real-world takeaways you can apply immediately. Whether you’re tuning in from the office or grabbing lunch on the go, this series is designed to fit seamlessly into your day.

Time: 11:30 a.m. – 12:30 p.m. (ET)
Format: Live webinar
Cost: Free for FPA of South Carolina members | $25 for non-members

Grab your lunch and join us for meaningful conversation, connection, and professional development—one P.L.A.N pillar at a time.

Register today and save your seat.

Lunch and Learn - Columbia (Wednesday, September 16, 2026)

Wed, 16 Sep 2026 15:30:00 GMT

Lunch and Learn - Charleston - Active, Alternative, and Tax Aware: Practical Ideas for Today’s Wealth Portfolios (Wednesday, September 16, 2026)

Wed, 16 Sep 2026 15:30:00 GMT

Active, Alternative, and Tax Aware: Practical Ideas for Today’s Wealth Portfolios

Presented by Vince Lorusso, CEO, PM, Clough Capital

As markets evolve, advisors are increasingly looking beyond traditional 60/40 portfolios to enhance returns, manage risk, and improve after-tax outcomes. This session explores how research-driven equity strategies—both long-only and long/short—can be thoughtfully integrated into client portfolios.

Participants will gain insight into when active management may add value, how to incorporate macro and thematic views such as AI and global innovation into portfolio construction, and how different investment vehicles can impact liquidity and tax efficiency. The session will also examine the role of various structures—including hedge funds, closed-end funds, private funds, and actively managed ETFs—in delivering diversified exposures.

Attendees will leave with a practical, implementation-focused framework for building more resilient, tax-aware portfolios—grounded in strategy, not product.

Earn 1 hour of CFP credit

Members $20
Nonmembers $25
Students $10

REGISTER NOW

FPASC Annual Symposium (Wednesday, October 28, 2026)

Wed, 28 Oct 2026 04:00:00 GMT

Symposium Social Event (Wednesday, October 28, 2026)

Wed, 28 Oct 2026 04:00:00 GMT

More details to follow

Lunch and Learn - Charleston (Wednesday, November 11, 2026)

Wed, 11 Nov 2026 16:30:00 GMT

P.L.A.N. Webinar - Networking (Wednesday, December 09, 2026)

Wed, 09 Dec 2026 16:30:00 GMT

Each session highlights one core pillar of the P.L.A.N. Model:

Practice Management - January 21
Learning - March 18
Advocacy - August 19
Networking - December 9

Time: 11:30 a.m. – 12:30 p.m. (ET)
Format: Live webinar
Cost: Free for FPA of South Carolina members | $25 for non-members

Grab your lunch and join us for meaningful conversation, connection, and professional development—one P.L.A.N pillar at a time.

Register today and save your seat.