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FINANCIAL PLANNING ASSOCIATION OF MID-OREGON
Volume 6 Issue 2
Apr i l 2007 Planning News FPA OF MID-OREGON QUARTERLY CHATPER MEETING
TTUESDAYUESDAY , , APRILAPRIL 24 24THTH,, 20072007
CFP Ethics ~10:00a.m.— 11:45 a.m.In this instructor-led session, participants will examine the CFP Board Code of Ethics Principles and ethical issues in the context of the practice of financial planning. Participants will jointly ex-amine the importance of following both the letter and the spirit of each Principle and applicable laws and regulations. Group dialogue will focus on extending the Code of Ethics Principles to practice and decision-making. A variety of learning methods will be used including mini quiz, discussion and mini-case-studies or “vignettes” based on real situations provided by planners across the country.
“Marketing Trends In The Financial Industry”
Len Blackstone is a strategic marketing consultant, professional speaker and president of Black-stone, Inc. He has over 20 years of marketing experience in brand strategy, positioning, marketing planning, integrated marketing communications, advertising, sales promotion, and market research. His counsel is often sought after by a wide variety of corporate, non-profit and government organiza-tions -- from senior executives of multi-billion dollar companies to small entrepreneurial start-ups. As a professional speaker, Len delivers dynamic keynotes and seminars to national and regional confer-ences, seminars and university classes. Len Blackstone has graciously offered to give us his expert advice on the financial services world, and is excited to share his views of marketing your financial services.
Len Blackstone~1:00p.m—2:00p.m. Strategic Marketing Consultant & Professional Speaker
Ron Kelemen, CFP® ~2:00p.m.—4:00p.m. The H Group, Inc.
“Building A Thriving Goals-Based Practice Through Teamwork --Reflections of a 26-Year Veteran”
Ron Kelemen, CFP, a fee-only planner with The H Group, Inc. in Salem will share some of the tools and techniques he has used to create a comfortable lifestyle and a growing practice. He’ll talk about team building, systems, procedures, marketing, goal setting, things he wish he had done dif-ferently, and insights from his 13 years in The Strategic Coach program. All participants, regardless of profession or experience, will walk away with tools and ideas they can immediately put to use.”
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CFP Ethics 10:00-11:45
Lunch 12:30 p.m. Program 1:00 p.m. - 4:00 p. m.
Ethics cost $40~(2 Hrs CFP CE)
Applying for OR INS CE
FPA Member $45 For Lunch And Program
Non-Member $55
For Lunch And Program
1st Time Guest $15.00
Downtown Athletic Club
999 Willamette St., Eugene, OR 97401
RSVP to:
[email protected] Or Call 541 284-9855
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2007 MEETING DATES NEW
QUARTERLY FORMAT
EACH PROGRAM WILL OFFER 3 HRS CFP CE WHEN IT APPLIES
OR INS. WHEN IT APPLIES
April 24—Practice Management With CFP Ethics In Morning Session
May 23-Symposium See Pages 6-7
To Print Registration Form Or Go To
http://www.financialplanningmid-oregon.org/index.html
September 18—Advanced Investment & Tax
Strategies
November-13—Smart Investments 2008
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Greetings
Spring fever is certainly in full bloom for Eugene. Thank you for making our first quarterly meeting a big success. Rene and Bob Nelson did a great job discussing Real Estate.
Our next meeting is right around the corner so be sure to mark your calendar. We have two great speakers focusing on Practice Management.
APRIL 24th Downtown Athletic Club
Back by popular demand~ CFP Ethics 10:00 – 12:00 ~ Of course this is a required CE class for CFP, so call early to save your seat. Lunch begins at 12:30 ~ and our first speaker at 1 p.m.
Latest Marketing Trends in Financial Services 1:00 p.m. – 2:00 p.m. Len Blackstone is an international marketing consultant and will update us on the Latest Marketing Trends in the Financial Industry. Len is a well known speaker that has graciously offered to share is world of experience. Check out Len’s web page at www.blackstoneinc.com Building A Thriving Goals-Based Practice Through Teamwork --Reflections of a 26-Year Veteran 2 :00 p.m. – 4p.m. Ron Kelemen, CFP®, a fee-only planner with The H Group, Inc. in Salem will share some of the tools and techniques he has used to create a comfort-able lifestyle and a growing practice. He’ll talk about team building, systems, procedures, marketing, goal setting, things he wish he had done differently, and insights from his 13 years in The Strategic Coach program. All partici-pants, regardless of profession or experience, will walk away with tools and ideas they can immediately put to use. Bring your questions and good practice ideas to shares. See you there and thank you for your support.
Charlene Carter, CFP® President, Mid-Oregon Chapter
Charlene Carter F P A o f M i d-O r e g o n 2 0 0 7 P r e s i d e n t C a r t e r a n d C a r t e r F i n a n c i a l
Charlene Carter, CFP® President
Co-Programs Director Carter & Carter Financial
541.683.2900 [email protected]
Rene` Nelson CMPS President Elect 2008
Western Mortgage Brokers, Inc 541.341-1400
Larry Jaffe Treasurer
Larry Jaffe P.C. 541.485-0045
Donnie Carpenter, Candidate for CFP Secretary
Alsion, LLC Investments Advisors 541.342.3422
Michael Syman-Degler, CLU, CFP® Corporate Sponsorship Director
Symposium Director Farmer’s Financial Services
541.345.9681 [email protected]
Tish Hathaway AIF® Co Programs Director
Hathaway Financial Services 541.912-1069
Jonathan Brandt CFP® Co Programs Director Journey Tree Financial
Planning and Investments
541 485-3154 [email protected]
David Bonebrake CFP®
Membership Director Bonebrake Financial Planning
and Investments 541.868.3800
Linda Barba Executive Director
541.284.9855 [email protected]
Linda Thomas-Bush CFP®, CTFA
Public Relations US Bank
541.465.4120 [email protected]
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CFP ETHICS COURSE 2 HOURS CFP CE OR INS CE APPLIED FOR
FPA FPA FPA OFOFOF M M MIDIDID---OOOREGONREGONREGON 2007 C 2007 C 2007 CALENDARALENDARALENDAR OFOFOF U U UPCOMINGPCOMINGPCOMING E E EVENTSVENTSVENTS
Golden Circle Sponsors are greatly appreciated annual supporters of the
FPA of Mid-Oregon. Thank You for your continued support of the Financial Planning Profession! About the Program:
In this instructor-led session, participants will examine the CFP Board Code of Ethics Principles and ethical issues in the context of the practice of financial planning. Participants will jointly examine the impor-tance of following both the letter and the spirit of each Principle and applicable laws and regulations. Group dialogue will focus on extending the Code of Ethics Principles to practice and decision-making. A variety of learning methods will be used including mini quiz, discussion and mini-case-studies or “vignettes” based on real situations provided by planners across the country. Materials include scripted PowerPoint presentation, course materials, representative case studies, and discussion topics/guidelines.
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CLARY REDD PARTNER, SONNENCHEIN NATH & ROSENTHAL, LLP St. Louis, MO
Concentrates his practice in Estate Planning and Trust Administration.
MARK GREEN A.E. COLEMAN CHAIR IN FAMILY BUSINESS Corvallis, OR Director of Austin Family Business Program Oregon State University
GWEN O’CONNELL PENSION CONSULTLING Eugene, OR Consultant and administrator of qualified plans for over 27 years.
RANDY COOK SAALFIELD, GRIGGS Salem, OR Qualified retirement plans, employee benefits, executive compensation and ERISA audits.
FACULTY
7TH ANNUAL SPRING
PLANNING SYMPOSIUM
MAY 23, 2007
VALLEY RIVER INN EUGENE, OREGON
Estate, Tax And Financial Planning
Sponsored by:
The Eugene Estate Planning Council
The Eugene-Springfield
Tax Association
The Mid-Oregon Chapter Financial Planning Association
For more information contact:
www.financialplanningmid-oregon.org 541.284.9855
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Name: _______________________________________
Firm: ________________________________________
Address: _____________________________________ City: _________________State: _________Zip:_______
Phone: ________________E-Mail: __________________ Professional Designations: _______________________
PROFESSIONAL MEMBERSHIPS
? EEPC ? FPA ? SFSP ? ESTA
? EEPC and ESTA Members Morning Session (please pre-register) $ 0.00 (included in annual membership)
? EEPC & ESTA $ _____
$70 Full day
? EPC Member From Other Areas $ _____
$200 Full day
? FPA $ _____ $195 Full Day All Others $ _____ $225 Full Day
? Late Fee (Registrations after 5/05/07) $ _____
$25 All Registrants
? If You Do Not Wish To Receive A Binder
REGISTRATION
? Check Enclosed: ? Credit Card
Payable to: “FPA Symposium” Exp. date __________ Credit card # ____________________________________ Signature _______________________________________
Please mail registration to: P.O. Box 1452, Eugene, OR 97440
OREGON INSURANCE, CFP, CPE & CLE 7 Hours Continuing Education
PROGRAM SCHEDULE
4:00 PM
1:00 PM A) CLARY REDD WHATS HAPPENING WTIH ES-
TATE PLANNING RIGHT NOW B) GWEN O’CONNELL IMPLEMENTING THE PENSION
12:00 PM LUNCH Networking
8:00 AM RANDY COOK 2007-CHANGES PENSION
10:20 AM MARK GREEN/CLARY REDD SUCCESSION PLANNING
9:50 AM MORNING BREAK Elite Partner Contact Time
7:00 AM REGISTRATION AND CONTINENTAL BREAKFAST Exhibits Open
2:20 PM A) CLARY REDD MORE SPECIFICS ON ESTATE
PLANNING B) SOCIAL SECURITY & PERS THE 10 MOST COMMON
2.00 PM AFTERNOON DESSERT BREAK Exhibits open—Networking
9:00 AM CHAD PHILLIPS/CALVIN SWARTLEY MOSSADAMS LLP
NETWORKING & COCKTAIL HOUR Meet & Greet the Speakers & Elite Partner contact
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Jazz begins at 8:00 pm to 11:00 every Sat-Saturday evening in the
AX BILLY GRILL SPORTS BAR on the third floor of the
Downtown Athletic Club at 999 Willamette Street.
April 7th—Mike Denny April 21st—Carl Woideck
No Cover Charge, the public is welcome Third Thursday Tasting: Call for Details
UPCOMING EVENTS AT THE DOWNTOWN ATHLETIC CLUB
NEW REQUIREMENT FOR CFP BOARD
REGISTERED CE SPONSORS: Effective January 1, 2006, the CFP Board will require all CE Sponsors to report attendee lists electronically. That means that for those of you that come to our chapter meetings and want CEs, this will be a much easier process for you. Here is what we will need from you in order to make this work: • Social Security Number OR CFP Registrant ID • Last name, first name, middle initial That’s it! We’ll keep your information in a database so that you only need give it to us once. No CE Certificates will need to be issued any longer. You will now go online to check the status of your CE hours. Within 2 business days of each meeting, your CE hours will be posted. Please visit: www.cfp.net for more information.
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**NOTICE**
Due to the high number of members forgetting to RSVP for Chapter Meetings, as of January 2007 we will be reinstating the past policy of charging
an additional $5 for walk-ins. We encourage you to RSVP 24 hours in advance to:
Place Your Ad Here!
Looking for Professional contacts in the Lane County Area? Place your advertisement in the FPA Mid-Oregon Planning News
and reach a multitude of professionals in one easy step!
Mid-Oregon Planning News monthly advertising rates:
Business card $25
Quarter Page $80
Half Page $110
Full Page $180
Run your ad for consecutive months and receive a 20% discount!
Email Executive Director Linda Barba at [email protected]
or call 541.284.9855for further information.
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Important Notice for CFPs needing CEs!!!
Now that we must submit all CFP CEs electronically, all you need to do is go to the CFP website to add the courses you need for your CE requirement to your ac-count. However, people have been entering our chap-ter's name in different ways and you won't find any classes unless you enter it the way the CFP Board has us listed. Please follow these steps: 1) Go to www.cfp.net 2) Login 3) Select "My CFP Certification" tab 4) Select "View/Reports CE" 5) Select “Report CE” 6) Go to “Sponsor Search” - enter FPA 7) Select “FPA—Mid-Oregon 8) Then select the course. This will post it to the CFP’s class summary. 9) Repeat this exercise for other courses taken by this association.
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Membership in the FPA…. A valuable asset
The FPA is a dynamic organization able to offer its members many benefits. As a member of the FPA, you will gain access to a combi-nation of the best networking opportunities, peer reviewed publica-tions, continuing education, practice management tools, and ca-reer development support. FPA is your link to the best resources available to help you succeed as a professional in the financial planning community.
For information regarding membership to the FPA please contact: Membership Director: David Bonebrake 541.868.3800 or Executive Director - Linda Barba at [email protected] or 541.284.9855. Applications are also available at our monthly Chapter Meetings held at the Downtown Athletic Club. Additional information regard-ing the FPA can be found at our website, www.financialplanningmid-oregon.org, with links available to the National Foundation.
Place Your Ad Here!
Looking for Professional contact in the Lane County Area? Place your advertisement in the Mid-Oregon Planning News
and reach a multitude of professionals in one easy step!
Mid-Oregon Planning News monthly advertising rates:
Business card $25
Quarter Page $80
Half Page $110
Full Page $180
Run your ad for consecutive months and receive a volume discount! Email Co-Executive Directors Lori Kats and Linda Barba at
[email protected] or 541.284.9855for further information.
Mission Statement Financial Planning
Association of Mid-Oregon Provide a forum for financial service professionals to engage in the following activities for the ultimate benefit of the con-sumer. Education and professional develop-
ment Promote high ethical standards of
practice Network with professionals In related
disciplines Encourage and promote public aware-
ness of benefits and planning BECOME A MEMBER TODAY!
Chapter meetings are held Janu-ary through December, excluding June, July and August, with a Symposium in May. Starting with the November 2006 meeting, we will be moving to a quarterly meeting format. Stay tuned for details.
Monthly meetings include a buf-fet lunch, networking opportuni-ties with allied professionals and a program designed to provide education and professional development. Parking: Parking is available and validated for the Overpark located on 10th & Oak St.
Guest Policy: You are encouraged to bring a guest to a meeting. First time guests are free. Please include the name of guest when registering.
Cancellations: Cancellations must be no later than 24 hours before meeting date. Please register no later than 24 hours prior to the meeting date.
F P A o f M i d O r e g o n P . O . B o x 1 4 5 2
E u g e n e , O R 9 7 4 4 0 Voicemail: 541.284.9855
Email: [email protected] www.financialplanningmid-oregon.org
Chapter Meeting Information
