March 2012 Newsletter
Monthly Meeting | March Program
Retirement Planning Strategies for Professionals
Shelly Giordano, Metlife
March 21, 2012
12:00 - 2:00 pm Meeting
Shelley Giordano began her career in home equity access in 1998. Always interested in helping clients secure a safe vehicle for stability in retirement, she has been a tireless advocate for impeccable, and transparent, lending standards.
Today Shelley serves as a business consultant at MetLife. She focuses on the looming Baby Boomer retirement. With 77 million retirees facing unprecedented longevity, but with high expectations for a meaningful retirement, home equity oftentimes cannot be ignored. To this end, Shelley is pleased to share Case Studies that demonstrate the power of home equity in retirement distribution plans.
REGISTER or learn more
Mid-Winter Conference, 2012 | Wrap Up
The 2012 Mid-Winter Conference, held at the Red Lion on the River, Jantzen Beach, Portland, OR was a great success thanks to all the wonderful speakers and attendees. We had about 130 attendees engaging in meaningful discussions regarding a broad range of Financial Planning topics. But the conference was certainly not all work and no play--attendees played a "Whodunit" game with exhibitors to solve the "mystery." For those of you who played along, you know this but the answer was, "Harvey Gail with a Coffee Cup in the Business Office." We'll let you decide what he did with it!
Dan Candura, of Candura Group held his very well-received "Ethics in Action" session, which was a playful game-show themed Ethics presentation. Thank you to the FPA of Oregon and SW Washingtion participants of Candura's "Ethics in Action" who donated money to two well-deserving non-profit organizations--WIFE.org and Young Americans Center for Financial Education. What a great example of Ethical behavior!
View more photos of the 2012 Mid-Winter Conference.
New Member Breakfast Recap
We held our “New Member Breakfast” on Thursday, February 16th, 2012 at the Multnomah Athletic Club. We had three new members in attendance and many board members. We discussed what brought folks into the organization, what their epectations are and reviewed the many opportunities for involvement provided by the FPA. Our next new and prospective member breakfast will be held September 13th. If you know of someone interested in our organization, please let them know about this opportunity.
NexGen Happy Hour Event, March 8
The NexGen group will be hosting a Happy Hour Event at Blitz Sports Bar, Thursday, March 8th from 5:30-7:30 pm. FPA members age 36 and younger are welcome to attend. Amy Mullen of Money Quotient, will be hosting a variety of small group discussions to explore common issues for younger individuals in the financial planning industry. She will be building on the discussions that we began during the previous meeting. Even if you missed our last meeting, please feel free to join in the discussions.
Blitz Sports Bar, March 8, 2012, 5:30- 7:30 pm
10935 SW 68th Parkway
Tigard, OR 97223
We look forward to seeing you at this and future NexGen events! If you have questions about the event or the NexGen group, please contact Marc Kadomatsu at 503-726-5738.
Speed Mentoring, April 4
We are looking for both experienced planners who are willing to share their knowledge and for planners who want some coaching and input about how to succeed in our industry. This event has been well received by all participants. Check out our website to register or get more information. Questions? Check with Jessi Howe at 503-242-1715 email@example.com.
Umpqua Bank Branch, April 4, 5:45 - 7:45 pm
1448 NE Weidler St.
Portland, OR 97232
CDA, Council for Disability Awareness
Part of Mid Winter Conference dealt with planning ahead for death and disability. Have you ever wondered how the public perceives the risk of disability and what is likely to cause it? Follow this link to a white paper prepared by the CDA (Council for Disability Awareness) to see some startling findings about how consumers feel and also perceptions recorded from Financial Advisors and Insurance Professionals. (view PDF of study)