Mid-Winter Conference 2012

Making the Case for Financial Planning
Tuesday February 7th and Wednesday February 8th, 2012

Click Here for Registration Information

Red Lion on the River at Jantzen Beach

We’re doing something a little different for MWC 2012!  This year’s meeting will focus on a murder-mystery case study presentation from financial planning expert trainer, Ken Zahn.  In addition to solving the “whodunit” we’ll be bringing in experts from various fields to explain the ins and outs regarding business continuation planning, how to avoid estate planning snafus, insurance planning, ethical considerations and dealing with difficult family dynamics. There’s something here for everyone – you won’t want to miss it!

Need Ethics CE?

From 5 - 7:30 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.

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

CE: 2 hours CFP Ethics, 3 Hours Oregon insurance ethics