2024 May CE Symposium
Wednesday, May 22, 2024, 8:00 AM - 12:00 PM PDT
Category: Events
Wednesday May 22, 2024 | 8:00 am - 12:00 pmThe Ripple Space at the Hurley Building | 275 West Third Street, Suite 400 Vancouver, WA 98660Registration is CLOSED Registration DetailsRegistration includes hot breakfast, two-hour education session and networking with our sponsors and exhibitors. Early Registration through Friday, April 26th:FPA Member: $55 Registration Beginning April 27th:FPA Member: $65
Session & Speaker DetailsThey're the Same,...But Different - What Advisors Should Know About Oregon & Washington Pension Systems If you are a member of the OR/WA FPA for a while, you've probably attended at least one CE presentation about the Oregon PERS. But why hasn't equal time been given for the Washington retirement system? The day of reckoning is finally here! Kimberly Baker, CFP® and Patricia Spies, MBA, CFP®, of Johnson Bixby, will compare/contrast the two systems, share some fun facts about each, and highlight key components of plans that all advisors should be familiar with the better help their clients. Learning Objectives:
Meet your Speakers:
An enthusiastic problem solver who enjoys teaching others, Kim also works to improve financial literacy in the community and has held several officer positions with the FPA of Oregon & SW Washington.
Patricia also volunteers her time and expertise to teach financial literacy through our partnership with Financial Beginnings, speaking to local high school students and other groups. Parking
Parking at the Hurley Building is limited. There is street parking nearby as well as a Park n Go Lot. The lot west of the building is not open to the public. Parking here not only risks receiving a parking ticket but also takes away a spot for any employee working in the Hurley Building. For guaranteed parking, we recommend parking at Park n Go Lot #18, which is near the Hilton and Esther Short Park. This parking garage is a short walk to the building. Thank you to our Sponsors!Platinum Sponsors
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