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2022 FPA Fall CE Summit - November 16
Wednesday, November 16, 2022, 7:30 AM - 11:30 AM PST
Category: Events
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November 16 | Schedule-at-a-Glance
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7:30 - 8:00 am..................Registration, Hot Breakfast, & Networking with Exhibitors and Fellow Attendees
8:00 - 8:05 am..................Welcome, Introductions & Opening Remarks
8:05 - 8:55 am................Q4 2022 Value-Added Tax & Estate Concepts
8:55 - 9:10 am .............Networking Coffee Break with Exhibitors
9:10 - 10:00 am..............The Shakespeare of Investing
10:00 - 10:15 am................Networking Coffee Break with Exhibitors
10:15 - 11:55 am..................PERS Program Overview
11:55 - 12:00 pm..................Closing Remarks & Raffles
REGISTRATION IS CLOSED
| Detailed Schedule | Presentation Descriptions | About Our Speakers |
7:30 - 8:00 am
Registration | Hot Breakfast | Networking with Exhibitors and Attendees
8:00 - 8:05 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.
8:05 - 8:55 am
Q4 2022 Value-Added Tax & Estate Concepts
Presented by Celeste Ames-Duncan, CPA, Strategic Focus Tax LLC and Taylor Kittell, Breakwater Law
This course will cover a variety of topics including legislative updates, cryptocurrency and digital assets, retirement plans, Preschool for All and Metro Taxes, estate planning highlights and advising clients. Attendees will leave the course with several tax planning takeaways both from current and future vantage points, and estate takeaways to discuss with their clients.
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About our Presenters:
Having gained extensive experience from 15 years at the Big 4 accounting firms and 12 years at regional and local firms, Celeste pursued her lifelong dream of starting her own boutique firm, Strategic Focus Tax. She specializes in tax and business planning for closely-held businesses and complex individuals. Celeste is passionate about providing one-on-one attention to her clients. She also works closely with her clients' wealth managers and estate attorneys to provide comprehensive planning services to clients.
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Taylor Kittell is a Founding Partner at Breakwater Law. Taylor’s practice focuses on estate planning (wills, trusts, planning for incapacity) and administration (probate, trust administration, guardianships, and conservatorships). Above all else, Taylor values her relationships with clients and professional colleagues. She approaches the difficult issues of planning for death and incapacity as a pragmatic educator: every person should not only have an estate plan, they should understand it, and the plan should be attainable and realistic under the circumstances. Tax and business succession planning is not a legal chess game, but a strategy to protect a client’s legacy effectively and efficiently. Taylor enjoys working with clients who have a team of professional advisors to provide comprehensive and coordinated advice.
This course was approved for 1 CEU from the CFP Board.
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8:55 - 9:10 am
Networking Break with Exhibitors
9:10 - 10:00 am
The Shakespeare of Investing
Presented by William Bernstein, Efficient Frontier Advisors
Presented by William Bernstein, Efficient Frontier Advisors
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That human beings exhibit irrational behavior at variance with conventional financial economic precepts is well established. Because of this, the most effective financial strategies of necessity violate these precepts; in other words, a suboptimal strategy that can be executed successfully will be superior to an optimal one that cannot be executed.
Further, by far the most important episodes in an investor’s career occur in the worst states of the financial world, which tend to be brief. In other words, much, if not most, financial success hinges upon how an investor behaves in the worst few percent of the time.
Learning Objectives:
- Understand the above behavioral issues contribute to wealth inequality.
- Formulate “suboptimal” strategies to combat dysfunctional investing behavior.
About our Presenter: William Bernstein is a neurologist, co-founder of Efficient Frontier Advisors, an investment management firm, and has written several titles on finance and economic history. He has contributed to the peer-reviewed finance literature and has written for several national publications, including Money Magazine and The Wall Street Journal. He has produced several finance titles, and also four volumes of history, The Birth of Plenty, A Splendid Exchange, Masters of the Word, and The Delusions of Crowds about, respectively, the economic growth inflection of the early nineteenth century, the history of world trade, the effects of access to technology on human relations and politics, and the history and social psychology of mass manias. His was also the 2017 winner of the CFA Institute’s James R. Vertin Award.
This course was approved for 1 CEU from the CFP Board.
10:00 - 10:15 am
Networking Break with Exhibitors & Attendees
10:15 - 11:55 am
PERS Program Overview
Presented by Debbie Foote
This will be an overview presentation regarding PERS (Public Employees Retirement System) programs for all PERS members. This presentation will be a detailed overview of all the plans (Tier One, Tier Two, OPSRP, and IAP). Topics include benefit calculation factors, the Individual Account Program (IAP) including TDF and re-direct changes, a review of a sample estimate and other available member resources.
Learning Objective: That employees will understand the complexities of PERS calculations, resources available to members and be able to better assist them.
About Our Presenter: Debbie has been a PERS member for over 35 years and began working at PERS as an employee in 2007. She has been a part of the PERS Retirement Education team since 2009, and was promoted to Program Analyst and lead/coordinator of the team in 2013. As coordinator of the team she leads a group of 6 other presenters. The team provides group and individual meetings around the state to active and inactive members, and also to other requesting groups as the schedule allows. Over the years Debbie has met with thousands of members in individual meetings and group presentations. She has personally provided over 700 group presentations throughout the state for PERS members who are in every type of job category in public employment and in all stages of their careers. She also presents to PERS employer and financial planner groups who work with PERS members. Debbie looks forward to her own retirement, which she hopes will occur within the next 3-5 years.
This course was approved for 2 CEU from the CFP Board.
11:55 - 12:00 pm
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 October 14, 2022 for early bird discounts. Early registration is strongly recommended and requested. Registration is per person. Pre-registration is required.
Final registration deadline: November 11, 2022.
SFF Early Registration (Until October 14):
- FPA Chapter Member: $125
- Non-Member: $225
SFF Regular/Late Registration (Starting October 15):
- 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, and access to exhibits. 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.
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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