Mid Winter Conference, 2012 - "Making the Case for Financial Planning"

For the registration brochure (pdf) click HERE

CEs applied for:

CFP:12 hrs (+2 ethics)
Oregon Insurance: 12 hrs (+3 ethics, 3 law)
WA Insurance: 8 hrs (+3 ethics)
CWS (Certified Wealth Strategist): 9 hrs

Agenda:

Tuesday, February 7, 2012       

7:30 - 8:30 am Registration

8:30 - 10:00 am "Murder Mystery Case Study” Bart Brewer, Ken Zahn Associates, Inc. - Part 1 & 2

10:00 - 10:20 am Break

10:20 - 11:45 am "Murder Mystery Case Study” Bart Brewer, Ken Zahn Associates, Inc. - Part 3 & 4

11:45 - 12:15 Lunch

12:10 - 1:00 pm Reading of the "Will and Mistakes to Avoid” Eden Rose Brown

1:00 - 1:30  Break

1:30 - 2:30 pm “Update on the Northwest Economy” John Mitchell, Ph.D, Sponsored by Aquila Funds.

2:30 - 2:50 Afternoon Snack Break

2:50 - 4:30 pm “Special Needs Benefits in Oregon” Moderator, Jim Spencer. Panelists: Rachel Marble, John James, Alan Edwards, Social Security Administration.

4:30 - 6:00  Reception

5:00 - 7:30 pm "Ethics in Action" by Dan Candura, CFP  an additional hour of Insurance ethics CE by John Lenz.

Wednesday, February 8, 2012       

7:30 - 8:10 am Registration, Coffee Service sponsored by Ater Wynn, LLP

8:10 - 10:00 am “Working with Difficult Families: Psychological strategies to effectively manage multiple ways in which money affects relationships,” Steve Goldbart and  Joan DiFuria, Money, Meaning & Choices Institute.

10:00 - 10:20  Break

10:20 - 11:10 am “Community Property,” June Wiyrick Flores, Ater Wynne LLP

11:10 – 12:45 pm  Lunch, “Under the Trees,” facilitated by Amy Mullen followed by FPA Board and Volunteer Recognition.

12:45 – 1:00 pm Break

1:00 - 2:00 pm “Choices of Entities,” Jonathan Mishkin

2:00 - 3:00 pm “Retirement Beneficiaries” Sara Yen.

3:00 - 3:15  Final announcements, door prizes.

3:15 - 5:45 pm "Oregon Insurance Law," John Lenz, CFP®, CLU, ChFC, Lenz Financial Group, Silver Sponsor

Conference concludes