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FPA Monthly Chapter Webinar - November 17, 2021
Wednesday, November 17, 2021, 12:00 PM - 1:00 PM PDT
Category: Chapter Meetings

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Wednesday, November 17, 2021

12-1 pm | Via Zoom

"The After Tax Advisor - FPA's Annual Tax Update"
Presented by Paul Nicely, CSRIC, Regional Director, Eaton Vance


This meeting is the FPA of Oregon & SW Washington's Annual Meeting. We will recognize the 2021 FPA Board of Directors and hold our elections for the 2022 FPA Board of Directors. All members are welcome and encouraged to attend this meeting

REGISTration closed

Taxes can erode portfolio returns, disposable income and wealth longevity. When it comes to tax planning, advisors need to think ahead – not just during Q4 or while taxes are being prepared. An “After-Tax Advisor” is mindful of taxes all year long to help clients keep more of their wealth and build lasting relationships.
This presentation is designed to help you enhance your value using these three tax tenets:

• Taxes can be a client’s easiest investment “fee” to reduce
• Asset location can be as important as asset allocation
• Uncle Sam can be a coach, not just a referee

Learning Objectives: 

• Understand why clients look to their financial advisors for tax planning advice, and what value they attach to that advice
• Learn three simple tax tenets that can be shared with clients, along with supporting examples and solutions
• Learn how to incorporate year-round tax planning for existing clients and to attract new clients

Meet the Speaker Paul Nicely:

Paul Nicely is a vice president of Eaton Vance Distributors and a regional director for the firm’s independent/
financial institution sales team, responsible for marketing Eaton Vance products and services in Washington
and Oregon. In his role, he consults with advisors on topics ranging from portfolio construction, economic
and capital market research, to practice management and business development. He joined Eaton Vance
in 2003.

Paul began his career in the investment management industry in 2002. Before joining Eaton Vance, he was
an independent advisor for Reinhard & Associates, a branch of Ameriprise Financial Services, Inc.
Paul earned a B.S. in business administration from the University of Delaware. He holds the Chartered SRI
Counselor (CSRIC) designation.


Registration Fees 

DEADLINE to Register: Monday, November 15. Fees are per person.

  • FPA Member: $25
  • Non-member: $50 
Fee includes online attendance at the program and continuing education (CE) credit as approved by the accrediting authorities. FPA files for CE on attendees' behalf but does not have the authority to approve programs. Upon registration, participants will receive a confirmation email with a Zoom invitation link and other access details.
TO ENSURE THE BEST EXPERIENCE ONLINE, BE SURE YOU HAVE UPDATED TO THE LATEST VERSION OF ZOOM. Registration fees includes the presentation and materials as provided by the speaker and Continuing Education (CE) credit as appropriate. 

Continuing Education (CE) Credit 

Application has been made for one (one) hour of continuing education (CE) credit through the Oregon Division of Financial Regulation. FPA Application to the CFP Board was approved for 1 hour Continuing Education. FPA application for approval to the Washington State Office of the Insurance Commissioner was denied. It is solely at the discretion of these entities only for approval, not FPA.

Please note while FPA files CE credit for each of our offerings, credit is not guaranteed for this or any program. For approved programs, participants must prove participation in the full extent of the activity for FPA to file on your behalf. This is typically tracked upon logging in and out of the webinar, as well as verified through a unique code/ID announced during the program. Be sure to provide your appropriate certification numbers on the registration form for accurate filing on your behalf. Certificates of Participation for individual record keeping will be provided on a request basis (email [email protected]). 


Thank you to our November Meeting Sponsor!


Sponsor a meeting in 2022! 
Contact Vicky Danielson at FPA at [email protected] for details.

 


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Contact: Taylor Scott, FPA Coordinator, at [email protected]