April 2012 Newsletter
Monthly Meeting | April Program
Advanced Client Strategies for Social Security Benefits
April 18, 2012
12:00 - 2:00 pm Meeting
Are you ignoring the equivalent of $1,000,000 in your client’s retirement portfolios? Social Security benefits are very significant in the planning we do with clients. An expert in the intricacies of Social Security planning Andy Landis will speak to us about maximizing Social Security benefits for individuals and couples in a fun and informative session. This is one program you won’t want to miss! This session will enable you to:
- Increase your Social Security and Medicare knowledge
- Learn expert answers to client questions
- Gain access to handy reference resources you can immediately use
- Understand the psychology of the retiring client--the losses, the stresses, and the opportunities
- Debunk client myths
- Unify scattered facts
- Finally understand the vital programs that form your clients’ retirement foundation
Andy Landis is a nationally-known author, speaker, and consultant specializing in retirement lifestyle planning and Social Security issues.
REGISTER or learn more
Membership Update | Bowl-A-Thon!
FPA is Participatimg in Junior Achievement’s Annual Bowl-A-Thon (Bowlers Needed!)
Last year the FPA participated in Junior Achievement’s Annual Bowl-A-Thon and raised over $2,000 toward JA’s mission of empowering young people to succeed in a global economy. This year, we’d like to “up the ante” and have TWO bowling teams for the FPA. This year the Bowl-A-Thon will be held on Friday, May 4th (5pm-7pm), Saturday, May 5th (2pm-4pm or 4:30pm-6:30pm) and Sunday, May 6th (10am-12pm) at Hollywood Bowl at 4030 NE Halsey Street. Our teams can select our session times once we have each team roster filled.
We need bowlers! If you are interested in bowling on our team, please contact Jessi Howe at firstname.lastname@example.org or 503-242-1715. We will need to have our rosters filled by April 6th, so please contact her right away. Not a bowler? You can still help Junior Achievement by donating money to our bowling teams. Our goal for this year is to raise $2,500, and we appreciate all of you who helped by giving last year.
If you have any questions about Junior Achievement, participation in the Bowl-A-Thon, or how to sign up as an in-class volunteer for Junior Achievement, please contact Jessi Howe.
See you at the lanes!
Message From Pro-Bono| Bradley Angle
Bradley Angle Volunteers Needed for 2012
Last year our chapter volunteered their time and expertise to the participants of Bradley Angle's Economic Empowerment Program. It was a great success, and we have another opportunity this year beginning in March to provide one-on-one support to a new group of participants.
Our FPA volunteers help this program by providing guidance over fairly basic financial matters. This can range anywhere from setting up a budget to saving for college/retirement or rebuilding credit. These people are eager to take advantage of the opportunity to speak with a financial advisor--your help is tremendously appreciated.
DATE: May 30th, August 29th, and November 7th (5:30-6:30pm)
Healing Roots Center
5432 N. Albina Ave (just south of Killingsworth)
Upcoming Events | Speed Mentoring & More
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 or email@example.com.
Umpqua Bank Branch, April 4, 5:45 - 7:45 pm
1448 NE Weidler St.
Portland, OR 97232
Junior Achievement’s Annual Bowl-A-Thon (Bowlers Needed!), May 4th through May 6th
Hollywood Bowl, Friday, May 4th (5pm-7pm), Saturday, May 5th (2pm-4pm or 4:30pm-6:30pm) and Sunday, May 6th (10am-12pm)
4030 NE Halsey Street
If you have any questions about Junior Achievement, participation in the Bowl-A-Thon, or how to sign up as an in-class volunteer for Junior Achievement, please contact Jessi Howe at firstname.lastname@example.org.
May Monthly Meeting
May 16, 2012
11:30 am Lunch
12:00 pm Meeting
REGISTER or learn more
KEY PRIVATE BANK - PORTFOLIO ASSOCIATE POSITION
The Portfolio Management Associate provides administrative support to enable assigned Portfolio Manager(s) to effectively manage accounts while maintaining an optimal level of client service. The PMA performs day-to-day functions on assigned complex accounts; completes tasks accurately and by necessary deadlines including reports, correspondence, technical documents, and special projects as requested. Prepares client and business development presentations and obtains and compiles information from internal/external sources to assist Portfolio Manager in the delivery of quality client service. Establishes and maintains orderly record keeping system ensuring maintenance of confidential account files and special reports. Provides telephone coverage in the absence of the portfolio manager. Analyzes account problems and recommends solutions as appropriate. Follows-up on client issues and relays information to clients through correspondence, telephone communications and conferences. Resolves client requests and refers complex inquiries to the Portfolio Manager.
A PMA should have a minimum of three years related work experience or equivalent combination of work/educational background.
Demonstrated strong customer service skills. Demonstrated excellent communications skills. Proficiency in all Microsoft Office applications.
General knowledge/understanding of investment and/or financial and/or fiduciary products and Services and the ability to interact effectively in a team environment.
To apply, please visit the Careers website at www.key.com and search for job id number 99987967.
Carr Butterfield, LLC is pleased to announce our move to a newly-renovated office space effective April 1, 2012:
5285 Meadows Rd, Suite 199
Lake OswegoOR 97035
Phone: 503.635.5244 Fax: 503.635.2955
We will continue our specialized practice and individualized legal services in the following areas:
- Representation of registered investment advisors, broker-dealers, registered representatives, and financial planners in all facets of licensing, arbitration, litigation and regulatory filings/proceedings
- Securities and commercial litigation services, including employment litigation and intellectual property disputes
- CGL and E&O insurance defense/coverage
- Litigation-avoidance and employment law best practices/exit strategy counseling
- Corporate formation, practice succession and transactional services
John T. Carr – Shareholder
Lisanne M. Butterfield – Shareholder
Amy J. Barber– Associate
Alison M. Brown – Associate
FINANCIAL SERVICES - Admin/Client Service Specialist (Tigard, OR)
Locally owned Financial Planning Firm and RIA seeking full time qualified administrative support person to prepare and process all paperwork for busy partner. Successful candidate will be experienced in processing and tracking account applications and maintenance paperwork, posting to blotters, documenting all client activity and providing a high level of client service. Financial knowledge, organization, and attention to detail are critical to the job. Candidate must have excellent computer skills (Word, Excel and Outlook) and be able to work with a team and work well in a fast paced environment.
Send resume and letter of introduction with salary requirements to Margaret@sfainc.us
Duties include but are not limited to:
• Opening new account applications and processing existing account maintenance requests
• Scanning, mailing and tracking paperwork through contact management software
• Logging checks, business submitted, trades, etc.
• Add clients to software database, (data entry)
• Client service (name changes, address changes, check requests)
• Billing for hourly planning work
• Assist in quarterly report production and correction
• Answering phones, scheduling appointments, etc.
• Assisting with advanced planning work (Cost basis, budgeting, etc.)
Location: Tigard, OR
Compensation: based on experience