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2022 FPA May CE Symposium - May 25
Wednesday, May 25, 2022, 7:30 AM - 11:30 AM PDT
Category: Events
2022 FPA May CE SymposiumWednesday, May 25Registration, Breakfast, Keynote Sessions: 7:30 am – 11:15 amLocation: Embassy Suites by Hilton Portland - Washington Square
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May 25 | Schedule-at-a-Glance
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7:30 - 7:55 am..................Registration, Hot Breakfast, & Networking with Exhibitors and Fellow Attendees
7:55 - 8:00 am..................Welcome, Introductions & Opening Remarks
8:00 - 8:50 am................Opening Keynote: New Themes and Old Favorites from J.P. Morgan's 2022 Guide to Retirement
8:50 - 9:10 am .............Networking Coffee Break with Exhibitors
9:10 - 10:00 am..............Overlooked Gap in Financial Advice
10:00 - 10:20 am................Networking Coffee Break with Exhibitors
10:20 - 11:10 pm..................New for Some, Old for Others
11:10 - 11:15 am..................Closing Remarks & Raffles
REGISTRATION IS CLOSED
| Detailed Schedule | Presentation Descriptions | About Our Speakers |
7:30 - 7:55 am
Registration | Hot Breakfast | Networking with Exhibitors and Attendees
7:55 - 8:00 am
Welcome, Introductions & Opening Remarks
By 2022 FPA Programs Director Traci Nelson, CFP®, AIF® and 2022 FPA President Ryan E. Price, CFP®, CLU®, ChFC®, CRPC®, AWMA®
We'll welcome our members back to our second signature event! We'll go over the day's schedule and introduce our important and valued 2022 sponsors and exhibitors. Package sponsors will have the opportunity to personally address the entire audience; introduce themselves and say a few words about their company.
8:00 - 8:50 am
Opening Keynote: New Themes and Old Favorites from J.P. Morgan's 2022 Guide to Retirement
Presented by Sharon Carson, Executive Director of J.P. Morgan
This discussion will include a review of the 2022 Guide to Retirement enhancements including: 1.) planning for an even long(er) life and how to do it well; 2.) most Americans are spending more…then less…then more; 3.) improved savings checkpoints; 4.) keep inflation in perspective; and 5.) retiring “discretionary” and “non-discretionary” and what to use instead. Evergreen topics covered: a brief Medicare primer and Medicare and investing pitfalls for your clients to avoid.
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Learning Objectives:
● Understand the growing gap in life expectancy by health and socio-economic factors and why this this is important.
● Know how spending patterns change through retirement - which is a key assumption in retirement plans - including overall spending and the basket of goods that are being purchased.
● Be able to more effectively help clients avoid common pitfalls when signing up for Medicare and invest for retirement.
Sharon Carson, Executive Director, is a Retirement Strategist on the J.P. Morgan Asset Management Retirement Insights Strategy team. She is one of the authors of J.P. Morgan’s Guide to Retirement. She develops and delivers retirement insights on topics such as Social Security, Medicare, Elder Care and spending patterns in retirement. Her work is used by financial professionals, retirement plan sponsors and policymakers. Sharon received a B.A. from Bowling Green State University and a M.B.A. from Columbia University. She has the Certified Retirement Plan Counselor (CRPC) designation.
Course is approved for 1 CEU with the CFP Board. Course was denied CEU from the Washington Insurance Commission. Applications for 1 CEU has been made to Oregon Insurance.
8:50 - 9:10 am
Networking Break with Exhibitors
9:10 - 10:00 am
Overlooked Gap in Financial Advice
Presented by Candance Jennings, LUTCF, CPRIA, President, Candace Jennings Consulting
Presented by Candance Jennings, LUTCF, CPRIA, President, Candace Jennings Consulting
The industry is experiencing a strong fee compression driven by an acceleration of asset flows into low-fee passive products. This is further compounded by the rise of robo-advice, i.e. the use of automation and digital techniques, which is profoundly impacting clients' views of who financial advisors are, and what they should be paid. Given these pressures, FAs need to look for ways to continue to provide value to their clients and justify their fees.
In addition, clients are expressing a desire for FAs to manage their entire financial picture, not just their investments. Ina recent Oliver Wyman survey, 85% of successful families stated that it is of significant importance that their financial advisors act as "quarterbacks" to help them navigate all of their financial matters. These clients view their financial needs as complex and global in nature, and may also want their FAs to partner with experts in other areas to assess and address their specific needs.
Learning Objectives:
- Discover ways to differentiate your practice from others.
- Discuss current 2022 Market Trends and how they are affecting the personal insurance market.
- Discuss overlooked insurance opportunities for clients.
With over 25 years of experience in the Private Client insurance market, Candace has expertise in meeting the complex and often unique insurance needs of affluent and emerging wealth clients. She has a consultative approach that goes beyond a typical insurance process. By understanding as much as possible about her clients, she can help them to not only understand and address the potential risks to their wealth and lifestyle but also to provide an array of solutions. Candace built an agency that became a significant part of the Lake Oswego community and was respected for its high-quality delivery of services. Over a short period of time, Candace and her team became experts in the Private Client and Family Office space. The company was acquired by Woodruff Sawyer in 2011 with the intent to expand those services. Candace stayed on as Vice President of the Private Client division until October 2014 at which time she left Woodruff Sawyer to spend time with her aging parents and enjoy a brief sabbatical.
Candace is a long-time resident of Lake Oswego, Oregon. She attended Lake Oswego High School and graduated from the University of Oregon. She holds licenses in Property and Casualty, Life and Health as well as Consulting. She is also a Life Underwriters Training Council Fellowship (LUTCF) and has recently completed the Certified Private Risk Insurance Advisor (CPRIA) designation. She is a founding member of the Private Risk Management Association (PRMA.) Along with her business activities she enjoys participating in many community activities. Candace is married to her husband, Gil; they enjoy hiking, running and golf.
Course is approved for 1 CEU with Washington Insurance Commission. Applications for 1 CEU has been made to the CFP Board and Oregon Insurance.
10:00 - 10:20 am
Networking Break with Exhibitors & Attendees
10:20 - 11:10 am
New for Some, Old for Others
Presented by John Mitchell
The upturn is entering its third year with sub 4 percent unemployment and inflation at multi decade highs. The problems facing policy makers have morphed from supporting the ecosystem to throttling inflation. The Russian invasion of the Ukraine has shocked many commodity markets as well as adding to upward pressure on fossil fuels that was underway. The Fed has reacted with increased rates, and switching from QE to QT. Financial markets have weakened and the risks of a looming recession have increased. Prospects and risks for the coming year will be covered as well as things to watch.
Oregon ,like many states, is closing in on pre-recession employment levels. Generous fiscal support and robust financial markets resulted in a kicker-very different from other recessions. Population growth diminished in 2021 and housing affordability issues remain. Prospects and risks for the state will be discussed.
Learning Objectives:
- Understand the Macroeconomic Environment as the Nation Enters the Third Year of the Upturn with Essentially Full Employment and High Inflation.
- The Performance of the Economy in 2022 is being buffeted by supply shocks including war, sanctions, drought and shifting economic policy. How may these play out? It looks different than it did in January.
- Oregon has mirrored the national performance with a sharp decline and a continuing ascent towards pre-recession levels of employment. The cycle has been different, lacking the drama of plunging revenues at the state level.
John received his Ph.D. from the University of Oregon and was a Professor of Economics at Boise State University for 13 years before joining U.S. Bancorp where he was Chief Economist / Western Region Economist until 2007. John was a member of the Western Blue Chip Forecast Panel, a Trustee of Aquila Tax-Free Trust of Oregon and a board member of Oregon Mutual Insurance Company, Western Capital Corporation and Northwest Bank.
Course is approved for 1 CEU with the CFP Board. Course was denied CEU from the Washington Insurance Commission. Applications for 1 CEU has been made to Oregon Insurance.
11:10 - 11:15 am
Closing Remarks | Raffles & Prize Drawings
Schedule and conference subject to change without notice. Any updates will be provided on the page.
Conference Location – we're back together in-person!
9000 SW Washington Square Rd, Tigard, OR 97223
Complimentary on-site parking provided on a space and size available basis. Carpooling is always recommended. Visit the hotel website here.
We at FPA will continually monitor pandemic-related concerns; status with the CDC, OHA, and state and local restrictions and mandates. We will follow and adhere to those authorities for the current health and safety precautions and guidelines. We will always prioritize member and attendee safety at any program and make decisions accordingly. Should there be any updates or changes to our event, we will email registered attendees and post information here on this page. If you have any specific questions, concerns, or otherwise please email FPA staff at [email protected]; we're here to make this transparent and smooth for all participating.
Registration Details & Fees
Save $$ — register by May 6, 2022 for early bird discounts. Early registration is strongly recommended and requested. Registration is per person. Pre-registration is required.
Final registration deadline: May 20, 2022.
SFF Early Registration (before May 6):
- FPA Chapter Member: $125
- Non-Member: $225
SFF Regular/Late Registration (after May 6):
- FPA Chapter Member: $175
- Non-Member: $275
Registration fees include: attendance at all sessions on-site for the registrant listed, speaker/session handouts and materials (as provided by the speaker; emailed/provided on a hosted webpage), continuing education credit (CE) through the CFP Board, Oregon Insurance Commission, and/or the Washington State Office of the Insurance Commissioner, hosted breakfast, breaks, access to exhibits, and the closing reception. Please note there will be no printed/paper materials provided to attendees on-site (except name badges will still be available). All session and program materials will be hosted on a private event webpage custom for attendees and emailed to the registrants 24-48 hours prior to the conference. Attendees are welcome to download and access the materials on a device on-site or for 30 days post-event.
Support the FPA! Exhibit and sponsorship opportunities are available. NOW is the time to partner with FPA!
We welcome and invite our industry partners and vendor friends to exhibit and sponsor at this annual flagship event. Be seen and heard by having a presence at our highly-anticipated conference!
There are multiple ways to support our chapter at this event and throughout the year. We have built our offering based on direct feedback from previous supporters and in ways we believe to be most valuable to you and your business.
If you are looking to market to financial planning professionals, we encourage you to check out our 2022 Partnership Program. It's a cost-effective way to get back out in front of your target audience and there are multiple ways to show your support.
Check out details and opportunities here.
Thank you to our Sponsors!
Our Platinum Sponsor
Our Gold Sponsor
Our Silver Sponsors
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COVID-19 Health & Safety
FPA is committed to hosting live, in-person programming for our members in 2022. In returning to face-to-face meetings, our utmost priority is to provide a safe and healthy space for our members and attendees.
We thank you in advance for your understanding and continued support of FPA. If you have any questions or concern
Contact: Taylor Scott, FPA Coordinator, at [email protected]
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