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:360bb741f24927a5fa615218f653d2a2170 CATEGORIES:Events SUMMARY:2022 FPA May CE Symposium - May 25 DESCRIPTION:
We're back IN-PERSON at a fantastic and easy to access venue! C omplimentary parking available for FPA symposium participants.
Join us for t hree high-quality CE sessions (earn those valuable continuing education cre dits!), breakfast, exhibits, and much-needed networking time with colleague s and friends.
We welcome all who may find value in our progr amming; invite a colleague who may not be a member but would be interested in our event. If you're new to financial planning or simply want to connect with like-minded peers, please come check out what FPA has to offer and ea rn some CE, too. Don't miss out! Register today and see you on May 25!
May 25 | Schedule-at-
a-Glance |
< strong>Detailed Schedule | P resentation Descriptions | About Our Speakers |
Learning Objectives:
● Understand the growing gap in life expectancy
by health and socio-economic factors and why this this is important.
● Know how spending patterns change through retirement - which is a key ass
umption in retirement plans - including overall spending and the basket of
goods that are being purchased.
● Be able to more effectively help cli
ents avoid common pitfalls when signing up for Medicare and invest for reti
rement.
Sharon Carson, Executive Dire ctor, is a Retirement Strategist on the J.P. Morgan Asset Manageme nt Retirement Insights Strategy team. She is one of the authors of J.P. Morgan’s Guide to Retirement. She develops and delivers retirement in sights on topics such as Social Security, Medicare, Elder Care and spending patterns in retirement. Her work is used by financial pr ofessionals, retirement plan sponsors and policymakers. Sharon rec eived a B.A. from Bowling Green State University and a M.B.A. from Columbia University. She has the Certified Retirement Plan Counselor (CRPC ) designation.
Course is approved for 1 CEU with the CFP Board. Course was denied CEU from the Washington Insura nce Commission. Applications for 1 CEU has been made to Oregon Insurance. span>
The industry is experiencing a strong fee compression driven by an acceleration of asset flows into low-fee passi ve products. This is further compounded by the rise of robo-advice, i.e. th e use of automation and digital techniques, which is profoundly impacting c lients' views of who financial advisors are, and what they should be paid. Given these pressures, FAs need to look for ways to continue to provide val ue to their clients and justify their fees.
In addition, clients are expressing a desire for FAs to manage their entire financial picture, not j ust their investments. Ina recent Oliver Wyman survey, 85% of successful f amilies stated that it is of significant importance that their financial ad visors act as "quarterbacks" to help them navigate all of their financial m atters. These clients view their financial needs as complex and global in n ature, and may also want their FAs to partner with experts in other areas t o assess and address their specific needs.
Learning Objective s:
With over 25 years of experience in the Private Client insurance market, Candace has expertise in meeting the complex and often unique insurance needs of afflue nt and emerging wealth clients. She has a consultative approach that goes b eyond a typical insurance process. By understanding as much as possible abo ut her clients, she can help them to not only understand and addre ss the potential risks to their wealth and lifestyle but also to provide an array of solutions. Candace built an agency that became a significant part of the Lake Oswego community and was respected for its high-quality delive ry of services. Over a short period of time, Candace and her team became ex perts in the Private Client and Family Office space. The company was acquir ed by Woodruff Sawyer in 2011 with the intent to expand those services. Can dace stayed on as Vice President of the Private Client division until Octob er 2014 at which time she left Woodruff Sawyer to spend time with her aging parents and enjoy a brief sabbatical.
Candace is a long-time resident of Lake Oswego, Oregon. She attende d Lake Oswego High School and graduated from the University of Oregon. She holds licenses in Property and Casualty, Life and Health as well as Consult ing. She is also a Life Underwriters Training Council Fellowship (LUTCF) an d has recently completed the Certified Private Risk Insurance Advisor (CPRI A) designation. She is a founding member of the Private Risk Management Ass ociation (PRMA.) Along with her business activities she enjoys participatin g in many community activities. Candace is married to her husband, Gil; the y enjoy hiking, running and golf.
Course is approved for 1 CEU with Washington Insurance Commission. Applications for 1 CEU has been made to the CFP Board and Oregon Insurance .
Networking Break with Exhibitors & Attendees
10:20 - 11:10 am
New for Some, Old for Others
<
em>Presented by John Mitchell
The up turn is entering its third year with sub 4 percent unemployment and inflati on at multi decade highs. The problems facing policy makers have morphed fr om supporting the ecosystem to throttling inflation. The Russian invasion o f the Ukraine has shocked many commodity markets as well as adding to upwar d pressure on fossil fuels that was underway. The Fed has reacted with incr eased rates, and switching from QE to QT. Financial markets have weakened a nd the risks of a looming recession have increased. Prospects and risks for the coming year will be covered as well as things to watch.
Oregon , like many states, is closing in on pre-recession employment levels. Generou s fiscal support and robust financial markets resulted in a kicker-very dif ferent from other recessions. Population growth diminished in 2021 and hous ing affordability issues remain. Prospects and risks for the state will be discussed.
Learning Objectives:
John received his Ph.D. from the University of Oreg on and was a Professor of Economics at Boise State University for 13 years before joining U.S. Bancorp where he was Chief Economist / Western Region E conomist until 2007. John was a member of the Western Blue Chip Forecast Pa nel, a Trustee of Aquila Tax-Free Trust of Oregon and a board member of Ore gon Mutual Insurance Company, Western Capital Corporation and Northwest Ban k.
Course is approved for 1 CEU with the CFP Board. Course was denied CEU from the Washington Insurance Com mission. Applications for 1 CEU has been made to Oregon Insurance.
11:10 - 11:15 am
Closing Remarks | Raffles
& Prize Drawings
9000 SW Washington Square
Rd, Tigard, OR 97223
Complimentary on-site parking provid
ed on a space and size available basis. Carpooling is always recommended. V
isit the hotel website here.
W e at FPA will continually monitor pandemic-related concerns; status with th e CDC, OHA, and state and local restrictions and mandates. We will follow a nd adhere to those authorities for the current health and safety precaution s and guidelines. We will always prioritize member and attendee safety at a ny program and make decisions accordingly. Should there be any updates or c hanges to our event, we will email registered attendees and post informatio n here on this page. If you have any specific questions, concerns, or other wise please email FPA staff at info@fpa-or.org; we're here to make this tra nsparent and smooth for all participating.
Save $$ — registe
r by May 6, 2022 for early bird discounts. Early registration is strongly recommended and requeste
d. Registration is per person. Pre-registration is requir
ed.
Final regis
tration deadline: May 20, 2022.
SFF Early Registra tion (before May 6):
SFF Regular/Late Registration (after May 6):
Registration fees include: attendance at all ses
sions on-site for the registrant listed, speaker/session handouts and mater
ials (as provided by the speaker; emailed/provided on a hosted webpage), co
ntinuing education credit (CE) through the CFP Board, Oregon Insurance Comm
ission, and/or the Washington State Office of the Insurance Commissioner, h
osted breakfast, breaks, access to exhibits, and the closing reception.
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!
Ther e 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 su pporters and in ways we believe to be most valuable to you and your busines s.
If you are looking to market to financial planning professionals, we encourage you to check out our 2022 Partnership Program. It's a cost-eff ective way to get back out in front of your target audience and there are m ultiple ways to show your support.
C
heck out details and opportunities here.
FPA is committed to hosting live, in-p erson programming for our members in 2022. In returning to face-to-face mee tings, our utmost priority is to provide a safe and healthy space for our m embers 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 info@fpa-or.org. DTSTAMP:20240328T205853 DTSTART;TZID=America/Los_Angeles:20220525T073000 DTEND;TZID=America/Los_Angeles:20220525T113000 SEQUENCE:0 TRANSP:OPAQUE END:VEVENT END:VCALENDAR