March 2008 Planning Newschapters.onefpa.org/midoregon/wp-content/uploads/... · To register , call...
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FINANCIAL PLANNING ASSOCIATION OF MID-OREGON Volume 8 Issue 2 March 2008 Planning News FPA OF MID -O REGON Q UARTERLY C HATPER MEETING T UESDAY UESDAY , M , M ARCH ARCH 18 18TH TH, 2008 2008 John Lenz, CFP®, ChFC, CLU~ 9:30a.m.-12:30p.m.. Lenz Financial Group Portland, Oregon “Oregon Insurance Ethics” You would be hard pressed to find a more informed and enjoyable speaker on this topic than John Lenz. Make sure you join us for this entertaining presentation and check 3 hours of CE off the list. Michael McNally 1:00p.m-3:00p.m. Aivia Corporation “Getting Your Best Clients To Start Working For You” Michael J. McNally is the owner and president of Aivia Corporation, an innovative company that provides management consulting as well as provocative leadership and business trainings and interventions to corpo- rations, both large and small, throughout the United States. Since graduating from the University of Wiscon- sin with a Bachelor of Business Administration Degree in Marketing, Michael has logged over 38 years of experience in designing and presenting personal, professional and organizational development programs. His expertise lies in the ability to present information in a way that inspires audiences to feel energized and highly responsive. Using his energetic style, Michael brings excitement, experience and valuable insights to his presentations and content. He enjoyed 11 years as a featured keynote speaker on a wide variety of busi- ness topics through the National Management Association. John Lenz, CFP®, ChFC, CLU~ 3:00p.m.-4:00p.m. Lenz Financial Group Portland, Oregon “Assured Capital Transfer” If you had a way to make taxable assets “un-taxable”, wouldn’t you? Assured Capital Transfer (ACT) is first and foremost a tax planning strategy. Tax-deferred annuities are excellent wealth accumulation vehi- cles, yet at a client’s passing they may not be the most efficient way to transfer wealth. If you have clients who are between the ages of 65-80, reasonably healthy-non smokers, likely to have estate taxes due, owns an annuity or CD worth over 50K, then Assured Capital Transfer may be a value added service that you can offer. Brilliant speaker John Lenz, owner of Lenz Financial Group, will give a step-by-step procedure on how you may be able to use ACT to better serve your clients. 3 Hours OREGON INSURANCE & 3 Hours CFP CE (3 Hrs OR INS Ethics in Morning) (3 Hrs CFP CE In Afternoon)
Transcript of March 2008 Planning Newschapters.onefpa.org/midoregon/wp-content/uploads/... · To register , call...
FINANCIAL PLANNING ASSOCIATION OF MID-OREGON
Volume 8 Issue 2
March 2008 Planning News FPA OF MID-OREGON QUARTERLY CHATPER MEETING
TTUESDAYUESDAY , M, MARCHARCH 18 18THTH,, 20082008
John Lenz, CFP®, ChFC, CLU~ 9:30a.m.-12:30p.m..
Lenz Financial Group
Portland, Oregon
“Oregon Insurance Ethics”
You would be hard pressed to find a more informed and enjoyable speaker on this topic than John Lenz. Make sure you join us for this entertaining presentation and check 3 hours of CE off the list. Michael McNally 1:00p.m-3:00p.m.
Aivia Corporation
“Getting Your Best Clients To Start Working For You” Michael J. McNally is the owner and president of Aivia Corporation, an innovative company that provides management consulting as well as provocative leadership and business trainings and interventions to corpo-rations, both large and small, throughout the United States. Since graduating from the University of Wiscon-sin with a Bachelor of Business Administration Degree in Marketing, Michael has logged over 38 years of experience in designing and presenting personal, professional and organizational development programs. His expertise lies in the ability to present information in a way that inspires audiences to feel energized and highly responsive. Using his energetic style, Michael brings excitement, experience and valuable insights to his presentations and content. He enjoyed 11 years as a featured keynote speaker on a wide variety of busi-ness topics through the National Management Association. John Lenz, CFP®, ChFC, CLU~ 3:00p.m.-4:00p.m.
Lenz Financial Group
Portland, Oregon “Assured Capital Transfer”
If you had a way to make taxable assets “un-taxable”, wouldn’t you? Assured Capital Transfer (ACT) is
first and foremost a tax planning strategy. Tax-deferred annuities are excellent wealth accumulation vehi-cles, yet at a client’s passing they may not be the most efficient way to transfer wealth. If you have clients who are between the ages of 65-80, reasonably healthy-non smokers, likely to have estate taxes due, owns an annuity or CD worth over 50K, then Assured Capital Transfer may be a value added service that you can offer. Brilliant speaker John Lenz, owner of Lenz Financial Group, will give a step-by-step procedure on
how you may be able to use ACT to better serve your clients.
3 Hours OREGON INSURANCE & 3 Hours CFP CE (3 Hrs OR INS Ethics in Morning)
(3 Hrs CFP CE In Afternoon)
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OREGON INSURANCE ETHICS 9:30 am-12:30 pm
$40.00
Lunch ~ 12:30 pm
Program ~ 1:00– 4:00 pm 3 Hrs CFP CE
Lunch And Program
FPA Member $50
Non~Member $60 Lunch And Program
1st Time Guest $15.00 If wanting CE $50.00
Downtown
Athletic Club 999 Willamette St., Eugene, OR 97401
RSVP to: [email protected] Or Call 541 284-9855
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NEW QUARTERLY FORMAT Each program will offer 3 hrs CFP CE, Oregon Insurance CE. When it applies
Mark your calendars
2008 Chapter Meeting Schedule
March 18th ~ Practice Management
Oregon Insurance Ethics
May 22nd ~ Best of the Best Symposium Includes session on “The Real Value Of Succession Planning” by nationally known speaker
David Grau Jr.
He will be giving away a FREE “Comprehensive Business Valuation” worth $1300.00
September 16th ~ Silver Tsunami
How To Advise The “Boomer Surge”
November 18th ~ Smart Investments 2009 Here’s what one of our members had to say about January’s meeting.
Good Morning, Thought I would pass on some feedback for the meeting on Tuesday. I filled out an evaluation but wanted to follow up with an email. I have to say that Tuesday’s meeting was the BEST FPA chapter meeting that I have been to since I joined several years ago. Kudos to those who made it happen!
Ann White, CFP ®
Financial Consultant
Financial Network Investment Corp., member SIPC
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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]
President Elect 2008
TBA
Larry Jaffe Treasurer
Larry Jaffe P.C. 541.485-0045
Donnie Carpenter, Candidate for CFP Secretary
MCS Financial Advisors 541.345-7023
Michael Syman-Degler, CLU, CFP® Corporate Sponsorship Director
Symposium Director Farmer’s Financial Services
541.345.9681 [email protected]
Tish Hathaway, CFP® 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]
Membership Director
TBA
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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Greetings,. Thank you for helping make our January meeting a great success. In fact, on page three of this newsletter you will see what one happy members had to say about that meeting.
Our programs have been well attended, and I would like to thank you all for your continued support. Our chapter exists to support you as an advisor, and to support our profession. Consider bringing your professional partners to network with our group.
Again, Thank you for your support and participation.
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FPA FPA FPA OFOFOF M M MIDIDID---OOOREGONREGONREGON 2008 2008 2008
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!
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Jazz begins at 8:00 pm to 11:00 every
Saturday evening in the
AX BILLY GRILL SPORTS BAR on the third floor of the
Downtown Athletic Club at 999 Willamette Street.
Mike Denny—1st Saturday of the month
Carl Woideck—3rd Saturday of the month No Cover Charge, the public is welcome
Third Thursday Tasting:
UPCOMING EVENTS AT THE DOWNTOWN ATHLETIC CLUB
Schor, Jurden, Hall, & Associates is currently purchasing practices in Eugene and Southern Oregon. We work with the seller to help them transition into retirement. Our experience with making these purchases helps to make the transition go smoothly. We work closely with the seller to make their clients comfortable with the change. Please call or email Gary Jurden to get further details.
Schor, Jurden, Hall, & Associates A financial advisory practice of Ameriprise Financial Services, Inc. 1600 Executive Parkway Suite 100 Eugene, OR 97401 (541) 684-9000 x21 [email protected]
AMERIPRISE FINANCIAL SERVICES, INC. Ameriprise Financial Services, Inc. Member FINRA and SIPC. © 2008 Ameriprise Financial, Inc. All rights reserved.
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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 mem-bers many benefits. As a member of the FPA, you will gain access to a combination of the best networking opportu-nities, peer reviewed publications, continuing education, practice management tools, and career 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 regarding the FPA can be found at our web-site, 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 on a quarterly basic, January ~ March September, ~ November excluding June, July and August, with a Symposium in May. Monthly meetings include a buffet lunch, networking opportunities with allied professionals and a pro-gram 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 $15.00 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.
To register, call FPA voicemail at 541.284.9855 or email [email protected]
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
