BEGIN:VCALENDAR VERSION:2.0 PRODID:-//jEvents 2.0 for Joomla//EN CALSCALE:GREGORIAN METHOD:PUBLISH BEGIN:VTIMEZONE TZID:America/Los_Angeles X-LIC-LOCATION:America/Los_Angeles BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:19700308T020000 RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:19701101T020000 RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU END:STANDARD END:VTIMEZONE BEGIN:VEVENT UID:48b6b05c1e1b4728f6a82c5970d9774c135 CATEGORIES:Events SUMMARY:2021 FPA Spring Financial Forum - March 10 & 11 DESCRIPTION:
Registration for this event has now closed. Please contact i nfo@fpa-or.org with any questions.
E arly registration is encouraged and appreciated.
Why should you attend?< /span>
CONNECT with Peers | ENH ANCE your Professional Development
EAR N Valuable CE Credits | Be IN-THE-KNOW
Sponsorships are a great way to sho
w your support of the financial planning community and our FPA Chapter.
Thank you for your consideration.
"Five Industry Tr
ends Reshaping Financial Advice" Michael Kitces is a partner and the director of Wealth Management for Pinnacle Advisory Grou p, a private wealth management firm located in Columbia, Maryland that over sees approximately $2.0 billion of client assets. He is a co-founder of the XY Planning Network, AdvicePay, and New Planner Recruiting, the former Pra ctitioner Editor of the Journal of Financial Planning, the host of the Fina ncial Advisor Success podcast, and the publisher of the popular financial p lanning industry blog Nerd’s Eye View through his website Kitces.com, dedic ated to advancing knowledge in financial planning. In 2010, Michael was rec ognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession. | "Real Financial
Planning: Defenders vs. Guides" Carl appears weekly in The New York Times and has since 2010. He has a lso been featured on Marketplace Money, Oprah.com, Forbes.com; and is a fre quent keynote speaker at financial planning conferences and visual learning events around the world. His energy and desire to connect pulls in the aud ience and delivers a memorable and valuable experience. | |
"Breaking Rules to Build Stronger Retirement Plans" <
/strong> p> Katheri ne is responsible for delivering timely personal retirement-related insight s to financial advisors. Focused on the retirement income-related landscape for more than 15 years, Katherine specializes in identifying themes, strat egies and solutions that can help advisors successfully partner with indivi duals in the transition and distribution life stages. |
Regular Rate – After March 3:
Registration includes both value-packed days (March 10 and 11). Fees include virtual attendance a t all sessions on both Wednesday and Thursday, handout/presentation materia ls (as provided by the speaker), access to sponsors and the virtual exhibit hall, and any social/networking events.
Cancellation Policy< /strong>: Cancellations received on or before March 5 will receive a full r efund minus at $25 administrative processing fee. Cancellations received af ter March 5, no-shows, or same day cancellations will not receive a refund. Substitutions can not be made and there is no refund for partial credit/at tendance.
Students: Are you currently enrolled in Financial Planning at a college or university in Oregon/SW Washington? We welcome you! Supporting our next generation is extremely important to us . The FPA Board of Directors has agreed to sponsor students who register to attend our conference so there is no cost to them! Students must register but use Discount Code. Contact Vicky Danielson at FPA at vdanielson(at)fpa- or.org for more details.
Special Needs: If you have any requirement that necessitates advanced planning (ie: relat ed to attending a virtual program and/or accessing), please notify FPA upon registration. Please be aware that FPA may not be able to accommodate some requests received after registration. All requests must be made at least t wo weeks prior to the program.
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| CFP CE | OR Ins | WA Ins |
Carl Richards | < p>Real Financial Planning: Defenders vs. Guides | 1.5 | Pending | 0 |
John Mitchell | Infection, Injecti on, Rehabilitation – An Economic Update | 1 | Pending | 0 |
Katheri ne Roy | Breaking Rules to Build Stro nger Retirement Plans | 1 | Pending | 0 |
Kenneth Boot he | Avoiding Common IRA Mistakes | 1 | < p>Pending | 0 |
Tim Paulson | The Active Difference: Fixed Income | 1 | Pending | 0 |
Five Industry Trends Reshaping Financial Advice | 0 | Pendin g | 0 |