Mid-Winter Conference

When:
February 22, 2017 @ 8:00 am – February 23, 2017 @ 5:00 pm
2017-02-22T08:00:00-08:00
2017-02-23T17:00:00-08:00
Where:
Columbia Edgewater Country Club
2220 NE Marine Dr
Portland, OR 97211
USA

Join us for the 2017 Mid-Winter Conference, “Strengthening Our Roots.”

Financial planning is its own ecosystem with the planner, their colleagues and professional development serving as various elements of that system. The FPA serves as an incredible resource for planners to ‘feed’ their roots with new information, unique outlooks and established concepts and of course, the wonderful synergy that can only come from a room full of dedicated professionals.

You’ll learn on topics that vary and keep you engaged, including:

  • Delivering financial planning in the 21st century
  • Planning challenges and opportunities under the new president and congress
  • Update on the northwest economy
  • Seeking investment management skill
  • A focus on women in investing
  • Overview of the insurance industry
  • Financial planning considerations of income driven student loan repayment
  • How to redefine investment advice
  • How to deliver superhuman financial planning
  • Naming trusts as beneficiaries of retirement accounts
  • As well as a lively discussion from a panel of experts on value-based investing

This isn’t just a venue for mandatory CE credit, this is an opportunity to learn from the best. Space is limited, so register today!

Meet your continuing education requirements. CE credits available include:

  • 13 hours of CFP® Board Approved CE
  • 12 hours of Oregon Insurance Approved CE
  • 4 hours of Washington Insurance Approved CE

If you choose to sign up for John Lenz’s Oregon Insurance Law class (Wednesday, 5:30-7:30pm), you can access an additional 2 hours of CFP® Board Approved CE, 2 hours of Oregon Insurance Approved CE and 2 hours of Washington Insurance Approved CE.

If you choose to sign up for Bruce Miller’s CFP Ethics class (Thursday, 5:30-7:30pm), you can access an additional 2 hours of CFP® Board Approved CE, 2 hours of Oregon Insurance Approved CE and 2 hours of Washington Insurance Approved CE.

Host Hotel

Courtyard by Marriott, Portland North Harbor (1 mile west of the Country Club) | 1231 North Anchor Way Portland, OR 97217 | 503.735.1818

Wednesday Schedule

730 – 815am Registration & Breakfast
815 – 830am Introductory Comments
830 – 930am Elizabeth Jetton, CFP® Pt. 1: Welcome to the 21st Century – Delivering Financial Planning in a New World (1 hour CFP CE Credit)
930 – 940am Break
940 – 1040am Elizabeth Jetton, CFP® Pt. 2: Welcome to the 21st Century – Delivering Financial Planning in a New World (1 hour CFP CE Credit)
1040 – 1050am Break
1050 – 1150am David Cahoone, PA What’s New in Estate Planning for 2017: What Can We Expect from the Changing of the Guard in Washington DC? (1 hour CFP CE Credit)
1150 – 100pm Networking Lunch
100 – 200pm Amy Pearl, Hatch Oregon & Scott Sandler, Oregon Angel Fund, moderated by Debbie Fischer Panel Discussion on Value-Based and Local Investing
200 – 210pm Break
210 – 310pm John Mitchell, Ph.D. Update on the Northwest Economy (1 hour CFP CE Credit)
310 – 320pm Break
320 – 420pm Amy Mullen, CFP® Candidate Superhuman Financial Planning (1 hour CFP CE Credit)
420 – 430pm Closing Comments
430 – 500pm Reception
500 – 730pm John Lenz, CFP®, CLU, ChFC Oregon Insurance Law (3 hours CFP CE Credit, 3 hours Washington Insurance CE Credit)

Thursday Schedule

800 – 815am Breakfast
815 – 830am Introductory Comments
830 – 930am Laura Lutton, Director of Research at Morningstar Pt. 1: In Search of Management Skill (1 hour CFP CE Credit)
930 – 940am Break
940 – 1040am Laura Lutton, Director of Research at Morningstar
Pt. 2: Women in Investing (1 hour CFP CE Credit)
1040 – 1050am Break
1050 – 1150am John Lenz, CFP®, CLU, ChFC

State of the Insurance Industry

1150 – 100pm Networking Lunch
100 – 200pm Justin Kribs, MS, CFP®

Financial Planning Considerations in Student Loan Management (1 hour CFP CE Credit)

200 – 210pm Break
210 – 310pm Weston Wellington, VP at Dimensional Fund Advisors
Redefining Investment Advice (1 hour CFP CE Credit)
310 – 320pm Break
320 – 420pm Melanie Marmion, Attorney at Law
Trusts as Beneficiaries of Retirement Accounts (1 hour CFP CE Credit, 1 hour Washington Insurance CE Credit)
420 – 430pm Closing Comments
500 – 730pm Bruce Miller, CFP®
CFP and Insurance Ethics

2017 Speakers

elizabeth-jetton

  • Elizabeth Jetton | CFP, Co-founder, Turning Point

Elizabeth Jetton, CFP®, has been a thought leader in the financial planning profession for the past 25 years. Serving on the national board of the FPA from 2001 – 2005 and was President in 2004.

In 2010, Elizabeth retired from her financial planning practice to focus on coaching and consulting financial planners and firms. Her focus is on helping advisory firms and individual advisors thrive through an authentic approach to marketing and the delivery of financial planning.

Elizabeth leads firm retreats and is a guest speaker and facilitator for client events around the country. Elizabeth serves as a mentor through FPA’s program and as a facilitator and mentor to the NexGen community and annual conference.

As our keynote speaker, Elizabeth will be speaking on the topic of how to deliver financial planning in the 21st century.

laura-lutton

  • Laura Lutton | Director of Manager Research, Morningstar

Laura Lutton is North American practice leader for Morningstar’s manager research team. She directs the firm’s manager research analyst teams in the United States and Canada. Before assuming her current role in 2016, Laura was director of manager research for equity strategies, North America. She also oversaw the global research that supports the Parent ratings and Stewardship Grades for mutual fund firms. These ratings consider five areas of governance and contribute to a fund’s Morningstar Analyst Rating™. Laura was instrumental in developing Morningstar’s Target-Date Fund Series Ratings and Reports and the Morningstar Analyst Rating. She is also a founding member of Morningstar’s Women’s Initiative and co-chairs the group’s professional development committee. Before assuming her current role, Laura served as Morningstar’s director of fund-of-funds research and chair of the manager research team’s editorial committee. She joined Morningstar in 1999 as an equity analyst and moved to the fund research team in 2001. As you can tell, Laura has a diverse background. As such, we’ve asked her to speak on two topics during her keynote address: the first, what to look for when seeking a skillful investment manager; the second, a discussion on women in investing.

john-mitchell-photo

  • John Mitchell | Ph.D, Economist

John Mitchell, Ph.D. was a professor of economics at Boise State University for 13 years. He was Chief Economist of U.S. Bancorp until July of 1998 and served as Economist Western Region for US Bank until July of 2007. With regional publications, and being the business analyst for KPTV in Portland, he has been making economic presentations on the nation and the region for more than 35 years. He was a business analyst for KPTV in Portland. He has been making economic presentations on the nation and the region for more than 35 years. Every year, we are grateful for John’s overview of what’s happening in the northwest economy. He is a reoccurring highlight for many attendees.

  • John Lenz | CFP, CLU, ChFC, President, Lenz Financial Group

John Lenz, CFP, CLU, ChFC, entered the life insurance business in 1981. He is President of Lenz Financial Group in Portland and a founding member of US Annuity Partners. John recently served on the board of directors of the Oregon and SW Washington Financial Planning Association and is immediate past board chair of Insurance Designers of America. John is the father of 4 children, grandfather of five, and has been married 33 years. As he often does, John will provide an Oregon insurance law class. In addition, the group will get to hear the latest update on what’s happening in the ever-changing insurance industry.

david-cahoone

  • David Cahoone | Esquire, PA, Of Counsel Johnson, Browning & Clayton

"What's New in Estate Planning for 2017: What can we expect from the changing of the guard in Washington D.C."

David Cahoone, PA practices in the area of estate and wealth strategies planning, charitable planning and business planning. He is the founding principal and faculty member at the Laureate Center for Wealth Advisors, principal of the Founders Group, owner and faculty member of Advanced Wealth Studies Institute, program developer and faculty member of the Chartered Wealth Advisor Program and past president and director of Education for the Esperti Peterson Institute. David is an established author, co-writing several books and articles and has been featured on radio and television regularly. David is going to provide us with information on the planning opportunities and challenges that the new president and congress may bring.

melanie-marmion-picture

  • Melanie Marmion | Attorney at Law, Fitzwater, Meyer, Hollis & Marmion, LLP

Melanie is a partner with the law firm of Fitzwater Meyer Hollis & Marmion, LLP. Her practice focuses on all aspects of estate planning and administration, including planning for high net worth clients, complex trust administration, preparation of estate tax returns, and planning for people with special needs. She received her J.D. from Seton Hall University School of Law and holds a LLM in Taxation from New York University School of Law. She was an adjunct professor at Golden Gate University and taught in their LLM Program. After 20 years of practicing, she believes that promoting family harmony is the core of a good estate plan. Melanie will talk about the benefits of using trusts as the beneficiary of retirement accounts.

  • Justin Kribs, MS CFP® | Manager, Student Debt Counseling & Financial Management Program, OHSU

"Financial Planning Considerations in Student Loan Management"

Justin Kribs, MS CFP® has been counseling students and alumni of OHSU for the last 4 years and is one of 3 certified financial planners nationally that works for a university in such capacity. His primary focus has been helping individuals and families integrate educational planning and repayment with long term personal and professional goals. Justin has spoken at both the regional and national level regarding these topics. We’re fortunate to have Justin join us this year to explain the intricacies of how financial planning considerations should factor into income driven student loan repayment.

weston-wellington

  • Weston Wellington | Dimensional Fund Advisors

Weston J. Wellington, a vice president with Dimensional, is one of the firm’s market research experts. He works closely with financial advisors in the US, Canada, Europe, and Australia, showing them how a research-based “equilibrium” strategy may be a good way to pursue investment success and why their clients are unlikely to hear about this approach from the usual sources of financial advice. One of the firm’s most engaging speakers, Weston also is an accomplished writer whose column, Down to the Wire, appears regularly on Dimensional’s client website. Prior to joining Dimensional in 1995, Weston was director of research at LPL Financial Services, Inc. in Boston, and he has accumulated over 40 years of experience in the investment industry. He holds a BA in history from Yale University. Weston is going to speak on how planners should redefine investment advice, discussing how investment strategies and our corresponding recommendations have evolved over time.

amy mullen money quotient

  • Amy Mullen | Vice President, Money Quotient

In this role, she frequently presents at financial planning conferences on various aspects of financial life planning, financial motivation and change, and creating effective client-planner relationships. She also focuses much of her time conducting trainings, including the "M.Q. Fundamentals of Financial Life Planning" training and the "Empowering Change: Understanding Motivations and Guiding Financial Decision Making" Advanced Training, as well as providing individualized consulting to financial planners, helping them to design and customize their own Financial Life Planning client meeting process.

Amy recently passed CFP® exam in July of 2016. She is also completing an Interdisciplinary Studies Degree with a concentration in “Financial Motivation & Change” at Marylhurst University in Lake Oswego, OR. Amy has been an active member of FPA for over 10 years and has serves as Director of Education on the Chapter Board of FPA of Puget Sound, Programs Committee Member for the FPA of Southwest Washington/Oregon, and a Task Force member for the National FPA Retreat in 2015. She will be discussing how we can become ‘superhuman’ planners by taking a multi-disciplinary approach to financial planning, strengthening our “ESP” or extra-sensory perception.

  • Bruce Miller | Ethics CE

Bruce Miller has long been a familiar name in the area of CFP education. He served as instructor at the University of Portland teaching their CFP® course from 2003 – 2011. He worked as a fee only financial planner from 1999 – 2010. His publications are many and include “IRA: A quick Reference Guide,” “How to Invest for Reliable Income in Retirement only from Dividends,” as well as multiple articles published on investing, personal finance and seeking alpha.

Bruce is going to teach this year’s CFP® ethics course.


Mid-Winter Conference 2017 Registration

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  • Early rates until January 31st, 2017. Student pricing available for Full-Time or CFP Certificant Student FPA Members.
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