2025 Fall CE Summit

November 19th, 8:15am - 4:00pm

Location: The Aerie at Eagle Landing
10220 SE Causey Ave, Happy Valley, OR 97086

The event will include 4 fantastic speakers, continental breakfast, lunch, networking breaks, and a networking happy hour with 1 hosted drink.. Our Programs Committee is working to find industry experts to speak on a variety of topics pertinent to the Financial Planning Industry. This event is one of our most anticipated events for the year. We hope to see YOU there!

Registration Details

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

Early Registration through October 17th: 

FPA Member: $170
Non-member: $230

Registration Beginning October 18th:

FPA Member: $185
Non-member: $245

**New in 2025**
Bundle all FOUR events for the 2025 year, and receive 10% off the total registration fee!

Register Here for One or More Events!

Navigating the evolving Mortgage Marketplace; new program advantages and a Roadmap into 2026

Granted1 CFP CE hour

Extending far beyond the traditional loans you grew up with, today’s Mortgage options are creating new ways to help clients achieve their financial objectives. As clients grow individually, with families and when they look to retire, homeowners and would be homeowners need to be aware and educated, so as not to miss out on options that can have a long-lasting impact on their wealth building and retirement goals.

This session will address the new loan types and their suitability with today’s consumers. Key themes include navigating the affordability challenge, ongoing interest rate volatility and increased risk management as early stage mortgage delinquencies show a sustained upward trend.

Market trends affect all our choices, even if a majority of our clients are well funded. Family situations factor in, whether a client is looking to give a housing ‘leg up’ to adult children, assist aging parents or wants to evaluate the use of home equity as a income strategy in retirement. We will cover the latest on purchase, ref, refinancing and the strategic use of equity in retirement to fund long term care.

Learning Objectives:

• Broader range of mortgage products available today that can complement your clients’ overall financial strategies
• The Federal Reserve’s affect on interest rates, protecting customers from credit trigger lead spam, mortgage credit scoring, automation, condo challenges.
• Reverse Mortgage Role in Retirement Planning; suitability, sequence of return risk management, liquidity, home purchase with a Reverse Mortgage.
• Case Study #1 - Post-Retirement Risk Use Cases
• Case Study #2 - Income Planning
• Case Study #3 - New Home Financing
• Resources List

Meet Your Speakers: Kim Dodge, Cheryl Teigen, and Andrew Usher

Kim Dodge, Mortgage Broker has been a mortgage broker since 2001 and has specialized in home financing for retirees and pre-retirees since 2008. Reverse mortgages are no longer the loan of last resort and can play a vital role in comprehensive retirement planning with housing wealth. Kim will present several case studies demonstrating uses and longevity risk mitigation.

Cheryl Teigen, Mortgage Broker has been working with clients for over 20 years on technical projects. A mortgage professional for 5+ years now, she guides people in Reverse Mortgage Home PURCHASE loans. Cheryl will demonstrate side by side traditional purchase mortgage financing against the Reverse for home Purchase loan, for homebuyers age 62 and above who are looking to downsize, upsize or launch their retirement in a new home.

Andrew Usher, Mortgage Broker: Drawing on 25+ years as a mortgage broker, you could say Andrew Usher has seen a generation of change, client challenges and success in the home industry. As a self-described student of his profession, Andrew is still convinced that getting a mortgage is a relationship-based business. There is a need for expertise and timely guidance and access to resources, in order to deliver real value in home financing.  You just can’t get that from an app. 

Better Outcomes for Senior Clients; Navigating the Ongoing Changes and Challenges in the Senior Housing and Care Landscape

Granted 1 CFP CE hour

When older adults begin exploring assisted care, whether it is a move to a community or in-home help, the decisions involve more than lifestyle adjustments – it activates the significant financial considerations that you and your clients have been planning for. The logistics can be overwhelming for clients and their families. Stephanie Johnsen and Jenn Buman present  Better Outcomes for Senior Clients, the integration of care suitability and financial sustainability. This session will cover the ongoing changes in the senior housing and care landscape, including Retirement & Assisted Living, Memory Care, Adult Care homes, In-Home care and crisis intervention support. Recognizing when ‘the time is right’ will reduce the risk of overspending or making uniformed long-term housing and care decisions.  

Learning Objectives:

1. Understanding the rising costs and the ongoing changes in the senior housing and care landscape.
2. Recognizing when ‘the time is right’ for assistance.
3. Care suitability: In-Home Care, Independent/Assisted living, Continuing Care communities, Memory Care, Adult care homes, Skilled Nursing Care.

Meet Your Speakers: Stephanie Johnsen, Regional Account Manager & Jenn Buman, Housing & Care Advisor

Stephanie Johnsen has dedicated over 24 years to Portland’s senior industry and brings a wealth of expertise in assisted living, memory care, and dementia support. As a former Executive Director of an assisted living and memory care community, she developed a deep understanding of person-centered care and the complex resources seniors and families rely on. In 2023, she joined 1st CHOICE Advisory Services as Regional Account Manager, partnering with professionals to guide families through senior housing and care transitions.

Jennifer Cook-Buman holds a bachelor’s degree in Sociology with a pre-med focus and an MBA from Marylhurst University. She began her career in corporate America, gaining experience in both management and sales before transitioning to senior housing and care. In 2007, Jennifer founded a successful senior housing and care referral agency. In 2024, she sold her business to 1st CHOICE and joined the agency full-time as a Housing & Care Advisor serving the Portland Metro area. She has served as Board Treasurer for the Metropolitan Senior Network and remains active in OSRAA, a leading association of referral agencies in Oregon. Jennifer combines her business acumen with deep expertise in senior housing to support families and professional partners navigating critical care decisions.

Active? Passive? The Wrong Questions Fiduciaries Are Asking

Granted 1 CFP CE hour

For decades, the debate between active and passive investing has dominated investment discussions… but is this the question that we should even be asking? As fiduciaries, it is not our responsibility to pick sides – active or passive - but rather, to seek the best possible outcomes for clients. Traditional active management is riddled with pitfalls - high fees, unpredictable performance, and the challenge of identifying persistent skill. On the other hand - rigid indexing can lead to forced trades, unnecessary turnover, and missed opportunities. In this session, we will explore what it would look like if you were open to a blank slate approach. Rather than fitting investments into a predefined box, we ask: What insights can we trust? What strategies have stood the test of time? And how do we balance costs, benefits, and complexities in portfolio construction? With the rise of active ETFs and new investment vehicles, due diligence matters more than ever. Manager trust, track record, and implementation should be at the forefront of decision-making. Join us as we challenge conventional thinking and explore a framework that puts client results first.

Learning objectives:

1. Investigate Market Dynamics: Learn about the competitive dynamics between active and passive funds, including market share, performance comparisons, costs, and design parameters.
2. Analyze Growth Trends: Understand the rapid expansion of active ETFs, including historical growth rates and projections for future market penetration.
3. Examine Investor Behavior: Explore how shifts in investor preferences towards active ETFs are influencing fund management and product offerings.
4. Identify Emerging Opportunities: Recognize new investment opportunities and niches within the active ETF market that are ripe for exploration and investment.

Meet Your Speaker: Courtney Lee, Investment Strategist 

Courtney Lee is an Austin-based Investment Strategist in Dimensional’s Investment Solutions Group. An equity portfolio strategist, she is responsible for supporting the effective communication of Dimensional’s investment approach and strategies to clients and prospects. Prior to joining Dimensional, Courtney was an active quantitative equity portfolio specialist and assistant vice president with State Street Global Advisors. She served as a subject matter expert for the firm’s active quantitative equity strategies and was responsible for clearly articulating and providing ongoing updates on its investment philosophy, process, and solutions. She also worked as an advisor consultant at Franklin Templeton Investments. Courtney holds an MBA in finance from Washington University in St. Louis and a bachelor’s degree in business economics from Brown University.

Helping Clients Unlock Tax Savings in the One Big Beautiful Bill

Granted 1 CFP CE hour

The recently passed One Big Beautiful Bill has created some of the most significant tax-saving opportunities in years, but many business owners and real estate investors don’t know they exist. As a financial advisor or wealth manager, you are in a unique position to help your clients take advantage of these provisions.

Learning Objectives :

1. Which incentives and credits are most valuable for your business-owner and real estate clients
2. How overlooked tax strategies can directly impact client cash flow, investment returns, and succession planning
3. Practical ways to integrate tax strategy conversations into your advisory process to deliver more value and deepen client relationships

Meet Your Speaker: Justin Rupple, Elevated Tax Strategies

Justin Rupple is the founder and CEO of Elevated Tax Strategies, where he advises business owners, real estate investors, and high-income earners on advanced tax planning solutions. Drawing on more than two decades of experience, he specializes in capital gains planning, advanced business tax strategies, and tax incentives. Justin’s work emphasizes integrating tax strategy into succession and exit planning, helping owners enhance business value and reduce tax liabilities during a sale or transition.

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 Sponsor

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]	Alison Gilbert Email: [email protected]	Ryan Trujillo Phone: 206-840-0572 Email: [email protected]

 

Student Sponsor