February 2012 Newsletter

Inside...


 

Click!:  FPA of OR & SW WA discussed insights from Tracy Love Silver 
at January's Monthly Meeting

Click here to view our Photo Gallery for more great pictures! 

Thank You 2012 Sponsors!
During the year, please recognize these Friends who provide our chapter with
the financial resources and professional expertise to support our mission.

Click Here to view our Sponsor Page

Sponsor Opportunities now available for 2012! 
Interested in being a partner of the Chapter and exhibitor at events in the Oregon and SW WA Chapter? We are lining up our industry partnerships for 2012 right now. All partnership levels and event sponsorships provide excellent exposure with financial planners in Oregon and SW Washington

Gold

Aquila Funds
Chubb Personal Insurance
RC Securities/American Realty Capital

Silver

Altegris Investments
Artio Global Investors
Auxier Asset Management, LLC
DWS Investments Deutsche Bank Group
Jensen Investment Management
KBS Capital Markets Group
Lenz Financial Group
Managers Investment Group
MetLife
Morningstar, Inc.
OHSU Foundation
Principal Financial Group
SEI Investments
Steben and Company
Weitz Funds

Chapter Events: Mid-Winter Conference

 


Click Here to Register Online Today!

What to expect: this year's conference will have you reaching for your metaphorical magnifying glass from start to finish--attendees will be playing a game of Clue with the exhibitors and there will be a murder mystery theme running throughout.  

True to FPA OR & SW WA style, technology will also play a role in the 2012 Conference:

  • You'll have the chance to get the "electronic business card" of all 122 registered attendees by scanning personalized QR codes available on name badges. 
  • You'll also be provided with a QR code to scan to view Conference handouts!
Message from Sponsors- ballroom screens will be displaying interviews with MWC Sponsors.

Need Ethics CE?

From 5 - 7 pm, Feb 7 we will offer Ethics in Action with speaker Dan Candura, CFP®. Dan is a former member of the CFP Board of Directors and Ethics Task Force. He’s coming all the way from Massachusetts to present this course. Dan shows that ethics training doesn’t have to be dull or boring.Ethics in Action uses animated videos and a game-show theme to keep the audience involved and learning. Teams participate in an informative and engaging session that teaches the six learning objectives required by CFP Board for ethics training in 2012:

1. Demonstrate an understanding of, and be able to define financial planning, the financial planning process, and financial planning subject areas.
2. Describe the material elements of financial planning.
3. Determine if a CFP® professional is providing financial planning or material elements of financial planning.
4. Demonstrate an understanding of the required elements of a written agreement when financial planning services are provided.
5. Articulate disclosure requirements and apply disclosure requirements to their practices.
6. Define and outline elements of the fiduciary standard and know when it applies.

Includes an additional hour of Insurance Ethics from 7:00 -7:50 pm by John Lenz (approved in OR and WA).

Cost:
$50 Mid-Winter Conference Registrants
$75 Ethics only

CE:
2 hrs CFP ethics. 3 hours Oregon insurance ethics

 

From the Board Room: Roadmap to Success Award

FPA OR & SW WA Chapter received the 2011 Roadmap to Success Award! 



Message From Pro-Bono: Free Tax Preparation


 One website one phone number 
FOR ALL FREE TAX preparation SITES STATEWIDE.
 

Portland, or, January 25, 2012:  CASH Oregon, a non-profit organization committed to improving the financial health of low income Oregonians, provides a simple way to connect with all the free tax sites statewide. CASH Oregon’s website is the ONE WEBSITE that has every free tax preparation site in the State.  www.cashoregon.org  CASH Oregon has partnered with 211info to provide ONE NUMBER, 1-866-698-6158.  The toll free number is for people who do not have access to the internet, which is true for many of the people served. ONE phone call and you can have a live operator help locate the closest free tax site statewide near you.

The free tax site list includes all AARP Tax-Aide sites and IRS’s Volunteer Income Tax Assistance (VITA) sites, where IRS-certified volunteer tax preparers prepare taxes for taxpayers. The list also includes all the Self Prep tax sites where the taxpayer completes their own taxes online with assistance from a volunteer. 

For the 2010 tax year, this free tax service served over 55,000 tax payers statewide last year alone who received over $59,700,000 in refunds.  Many of these taxpayers lived on poverty’s edge, so the refunds are desperately needed. 

Contact: Rob Justus, Executive Director                                                                                                            

Phone: (503) 243-7765                     


Member Update:  Networking Opportunities

New Member Breakfast 
February 16, 2012
MAC Club
7:30 am - 9:00 am

Are you new to FPA?
 
On behalf of the Membership Committee of the FPA of Oregon and SW Washington chapter, we would like to thank you for becoming a new member! 
 
The FPA wants to invite you to a New Member Breakfast where you can interact with our chapter's Board and committee members.  You will also have the opportunity to meet and network with other new members and discover benefits to enhance your membership in FPA. 
  
Location:
MAC Club 
1849 Southwest Salmon Street
Portland, OR 97205 


NexGen Happy Hour Event

March 8, 2012
Blitz Sports Bar
5:30- 7:30

The NexGen group will be hosting a Happy Hour Event on 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. 

Location:
Blitz Sports Bar
10935 SW 68th Parkway
Tigard, OR 97223

Click Here to Register

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.

FPA Calendar:  Upcoming Events


February 16, 2012 New Member Breakfast at the MAC
March 8, 2012 Happy Hour Event, Hosted by NexGen
March 21, 2012 Monthly Meeting at the MAC- Reverse Mortgages, Cal Abts, Metlife


 FPA Links

 Classified Ads

Money Quotient "Fundamentals of Financial Life Planning" Training in Washington!

Money Quotient is excited to announce our first "Fundamentals of Financial Life Planning" training session for 2012! We are equally pleased to extend a 10% discount off regular rates to all Oregon and SW Washington FPA members! Don't miss this great opportunity to increase your Financial Life Planning® skills, knowledge, and confidence. This intensive 3-day course covers both the philosophical foundation and the practical application of the M.Q. model of Financial Life Planning. Gain hands on experience while learning how to integrate and custom-fit the M.Q. tools and processes to enhance your practice and strengthen your client relationships.

The session will be held Wednesday, February 22nd – Friday, February 24th at the Clearwater Resort in Suquamish, Washington. For detailed information about "Fundamentals of Financial Life Planning" Training, please click on one or both of the links below:

“FFLP Training Fact Sheet”

February 2012 "FFLP Training" Info Packet 

TO REGISTER ONLINE, PLEASE CLICK HERE!

To learn more about Money Quotient, please visit our website: www.moneyquotient.org. Any questions about this event may be directed to: learning@moneyquotient.org.


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FPA of Oregon & SW Washington
PO Box 2126, Salem, OR 97308
3340 Commercial St. SE, # 210,Salem, OR  97302

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www.fpa-or.org



 
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