Location Ripple Space at the Hurley Building | 275 West Third Street, Suite 400 Vancouver, WA 98660

** This event was approved for 3 credits of IAR Ethics credit**

Registration Details

Registration includes four education sessions, breakfast, lunch, and breaks with our sponsors and exhibitors.

Registration Beginning April 14th:

FPA Member: $185
Non-member: $270

Register Here!

Session & Speaker Details

9:35am - 10:35 am
Tax Strategies for Appreciated Real Estate Owners
Presented by Jeffrey Walters, CFP®, CMFC®, Hines Real Estate

We will discuss leading tax strategies for owners of appreciated real estate including 1031s, DSTs, 721 Exchanges (both direct and indirect), Opportunity Zones, Deferred Sales Trusts, Installment Sales, and Charitable Trusts. 

Learning Objective:

• To better understand the pros, cons, rules, and concepts for each of these tax strategies. 

Meet the Speaker: Jeff Walters serves as Senior Regional Director at Hines Private Wealth Solutions LLC, where he oversees raising capital in eight states in the West and has consistently ranked as the top Regional Director. He has held this role since 2012, and similar roles for firms such as The Hartford since 2000. Having an extensive history of working with RIAs and financial professionals, along with their investment portfolios, he has unique insights on best practices in the diligence, implementation and management of alternative investments. Jeff graduated magna cum laude from the University of Washington with a B.A. in business and a concentration in finance and has the designation of Certified Financial Planner (CFP®) and Chartered Mutual Fund Counselor (CMFC®).

Granted 1 CEU from the CFP Board.

10:50am - 12:50 pm
CFP® Board Code of Ethics and Standards of Conduct
Presented by Darin Shebesta, CFP®, AIF®, CAP®, CPFA®, Possibility Wealth Advisors

The CFP Board is committed to setting and enforcing ethical standards that benefit the public. As part of CFP® certification, all CFP® professionals commit to uphold the high standards outlined in the Code of Ethics and Standards of Conduct. This helps give clients confidence they’re partnering with a financial advisor who will put them on the path to a secure future. The CFP Board’s Code of Ethics and Standards of Conduct requires CFP® professionals to uphold the principles of integrity, objectivity, competence, fairness and confidentiality. They make a commitment to put their clients’ interests first at all times when providing financial advice. This program fulfills the requirement for CFP Board approved Ethics CE. It has been designed to educate CFP® professionals on CFP Board’s new Code of Ethics and Standards of Conduct effective July 1, 2024.

Learning Objectives:

• Recognize when a CFP® professional is providing Financial Advice.
• Apply the fiduciary duty.
• Describe when Financial Advisors requires Financial Planning and the additional obligations that apply.
• Identify duties when using or referring other service providers or technologies.
• Describe the process the CFP® Board follows to uphold the Code and Standards.
• Determine what information must be provided to the Client and when to document the exchange of information.

Meet your Speaker: Darin Shebesta, CFP®, AIF®, CAP®, CPFA® is a vice president and wealth advisor with Possibility Wealth Advisors. He specializes in integrated financial planning and investment management for the next generation, business owners, widows and attorneys. Darin has been featured or quoted in several publications including InvestmentNews, Forbes, CNBC, The Huffington Post, Young Money Magazine, MarketWatch, Financial Planning, OnWallStreet, The Arizona Republic, American Funds, and FSAstore.com, among others. Darin is a past president of Financial Planning Association of Greater Phoenix.

**Granted 2 hours of Ethics CEUs from CFP Board.

Thank you to our Sponsors!

Platinum Sponsors

Ryland Puzzitiello Phone: 310-576-1155 Email: [email protected]	Kim Dodge Phone: 503-595-1600 Email: [email protected]

Gold Sponsors

Jeff Cornell Phone: 213-992-9009 Email: [email protected]	Tess Tyson Phone: 509-777-4209 Email: [email protected]

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Silver Sponsor

Jeff Walters Phone: 503-984-2030 Email: [email protected]