19 Nov 2014 11:30 AM (PST) • Multnomah Athletic Club
News & Updates
October Monthly Meeting Topic Change! We have had a change of speakers for October 15th. Ben Hammer from Vanguard will be presenting, “Bond Portfolio Construction, Balanced Portfolio Projections and the Value a Professional Advisor Brings.” RIAs, this will be of interest to you. Click HERE to register!
Planning for Mid-Winter Conference 2015 is under way. The conference will be Wednesday and Thursday, February 25-26, 2015 at the Embassy Suites Portland Airport. Mark your calendars!
FPA Business and Education Conference, September 20-22, 2014, Washington State Convention Center, Seattle. Click HERE for info.
Get Involved in FPA!
Volunteer for Junior Achievement! JA educates students about financial literacy. Contact Jennifer Lee, volunteer coordinator.
Do you have a colleague who excels at what they do? Who recently accomplished a giant feat? Someone you think should be recognized for their work? Well if so, let us know!
We've added a Member Spotlight to our homepage to highlight the accomplishments of our members. If you have a colleague you'd like us to recognize email us at firstname.lastname@example.org or call our office at 503-286-8350. We'd love to hear from you!
The Oregon and Southwest Washington Chapter of the Financial Planning Association (FPA®) is a non-profit professional organization with a mission to foster the vital service, benefits and lifelong value of professional financial planning. Members include individuals and companies who have contributed to building the financial planning profession and all those who champion the financial planning process. FPA members are dedicated to supporting the financial planning process in order to help people achieve their goals and dreams. FPA believes that everyone needs objective advice to make smart financial decisions and that when seeking the advice of a financial planner, the planner should be a CFP® professional.