FOSTERING THE VITAL SERVICE, BENEFITS AND LIFELONG VALUE OF PROFESSIONAL FINANCIAL PLANNING. 

Upcoming Chapter Events

21 Jan 2015 11:30 AM (PST) • Multnomah Athletic Club
25 Feb 2015 8:00 AM (PST) • Embassy Suites Portland Airport

Event Updates

  • Mid-Winter Conference, Feb 25-26, 2015, Embassy Suites Portland Airport. Click HERE for information on "all-star" speakers. Online registration is OPEN!  To get the EARLY BIRD rate, register by Jan 26. Save $75!
  • Exhibit tables and sponsorships for Mid-Winter Conference are available. Click HERE for more information!
  • Portland Tax Forum Seminars: Jan 22, Corporate Taxation; May 14, Estate Planning; June 18, Business Succession Planning. Click HERE for info.
  • Estate Planning Council 44th Annual Seminar, Jan 30, 2015 Oregon Convention Center. Register HERE.

Get Involved in FPA!

  • Volunteer for Junior Achievement! JA educates students about financial literacy. Contact Jennifer Lee, volunteer coordinator.
  • There are many ways you can get involved in our FPA chapter, click HERE for info.
  • Want to help out your community? Here are pro bono opportunities, Click HERE!

Stay Connected!

  • Connect and keep updated with your colleagues through our  to our Linkedin Group  
  • Follow FPA on Twitter
  • Members log in to get the member rate for events. Logging in avoids making duplicate entries when you register. Contact the office for questions 503-286-8350.
  • Update your profile on FPA's website. Click here.
  • You may be on camera! FPA chapter photo album.
  • Stay connected with affiliated organizations. Click HERE for links to their websites.

Welcome!

  • Welcome to the FPA of Oregon and SW Washington. We are proud to serve our members in Oregon, Portland Metro, and SW Washington. 

Membership News
  • Chapter gains national recognition of their Financial Empowerment Clinics in the Journal of Financial Planning. Read MORE.
  • FPA members Ted Haley and Bob Haley's company Advanced Wealth Management was honored to have been named a finalist in the 2014 Excellence in Family Business Awards, granted by the Oregon State University Austin Family Business Program. The category is “emerging” family businesses focusing on Generational Development.  A link to the Program’s website can be found HERE. Congratulations!

Consumer News

  • Oregon State University announces a new Wealth Management MBA program. The 53 credit hour graduate program comes with all class work required to sit for the CFP exam. Click HERE for more information.
  • Struggling to make your mortgage payment? Don’t face it alone. Free home foreclosure help is available to homeowners statewide. http://www.oregonhomeownersupport.gov/

Member Spotlight

  • 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 admin@fpa-or.org or call our office at 503-286-8350. We'd love to hear from you!


About FPA

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.


© The Financial Planning Association of Oregon and SW Washington
PO Box 2126, Salem, OR 97308 | 503-286-8350 | admin@fpa-or.org


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