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Questions? Call the FPA of Oregon and SW Washington Office (503) 286-8350
Tuesday, February 9, 2010
7:00 – 8:00 Continental Breakfast/Registration & Sign-in/Exhibits
8:00 – 8:10 Welcome
8:10 – 9:50 Mitch Anthony, “Practice Strategies Using Financial Life Planning”
9:50 – 10:30 Coffee Break/Open Exhibit Time
10:30 – 11:20 John Mitchell, “Update on the Northwest Economy” Aquila Funds
11:20 – 11:45 Open Exhibit Time
11:45 – 12:35 Lunch/ Rob McIver, “Why Quality Matters” Jensen Investment Management
12:35 – 1:00 Open Exhibit Time
1:00 – 1:50 Jeff Auxier, “Financial Planners and Advisors are the Client’s “Cheif Risk Officers” Auxier Asset Management
1:50 – 2:40 Martin Jensen, “Investing in International Funds - Market Update” ING
2:40 – 3:20 Snack Break/Open Exhibit Time
3:20 – 4:10 Chris Sidoni, “Reevaluating Your Client’s Asset Allocation: Behavioral and Investment Issues” (Roger) Gibson Capital
4:10 – 4:30 Sign out/Reception/Open Exhibit Time
4:30 – 6:10 Bruce Miller, CFP® and Insurance Ethics (2 hours) (Optional)
6:10 – 7:00 Bruce Miller,Insurance Only Ethics (1 hour) (Optional)
Wednesday, February 10, 2010
7:30 – 8:00 Continental Breakfast/Registration & Sign-in/Exhibits
8:00 – 8:10 Welcome
8:10 – 9:50 Bill Bachrach, “The Trusted Advisor - 5 Ways to Grow Your Business, Establish Trust and Thrive in Any Economy”
Bill Bachrach & Associates
9:50 – 10:30 Coffee Break/Exhibit time
10:30 – 11:20 Karen Susac, Symetra Financial
11:20 – 11:45 Open Exhibit Time
11:45 – 12:45 Lunch/Board Recognition, Awards/Exhibit Time
12:45 – 1:00 Open Exhibit Time
1:00 – 1:50 Dan Barry, FPA Government Affairs Director, “FPA Gov. Affairs Update”
1:50 – 2:40 Laura Lutton, “Beyond Stars: Using Fund Analysis to Improve the Investor Experience”Morningstar
2:40 – 3:00 Snack Break/Sign-out/Exhibit time (conference ends for some)
3:00 – 6:00 John Lenz, “Oregon Statutes & Administrative Rules” (Optional)
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