OR & SW WA
FINANCIAL
PLANNING
PO Box 2126
Salem, OR 97308-2126
www.fpa-or.org
ASSOCIATION
FINANCIAL
PLANNING
ASSOCIATION
Mid-Winter Conference
February 25-26, 2015
Embassy Suites Portland Airport, Portland, OR
FINANCIAL
PLANNING
ASSOCIATION
Financial Planning All Stars
Mid-Winter Conference
February 25-26, 2015
FINANCIAL
PLANNING
ASSOCIATION
Stephanie Kelton
Ph.D.
Embassy Suites Portland Airport, Portland, OR
Walter Lenhard
IV, CFA
Sam Stovall
MBA
David Blanchett
CFA, CFP®, AIFA®, CLU, ChFC
You’ve been working hard these last few months helping your clients with
their financial planning needs. Fall enrollment season is over and tax season is
coming up.
It’s mid-season in the financial planning world - time to
take an All-Star break at our Mid-Winter Conference!
Join us February 25-26, 2015 at the Embassy Suites
Portland Airport.
This year our planning committee, led by Bob Rockwell our 2015 Mid-Winter
Conference chair, has pulled together a great lineup of all-star speakers.
In fact, we have more Ph.D.’s than we have ever had at one time at this
year’s conference.
Here’s a summary of our lineup:
Stephanie Kelton, Ph.D., Chair, Dept. of Economics, University of
Missouri Kansas City;
Brad Klontz, Psy.D., CFP®, Financial Psychologist & Managing Partner;
John, Mitchell, Ph.D; Virginia Traweek, MS Finance, MS Health
Administration, Senior Housing Real Estate Development Consultant;
Walter Lenhard, IV, CFA, Senior Investment Strategist, Vanguard
Quantitative Equity Group;
John Lenz, CFP®, CLU, ChFC;
Sam Stovall, MBA, Managing Director, U.S. Equity Strategy;
Michael Guillemette, Ph.D., Assistant Professor, Personal Financial
Planning;
Brent Leadbetter, CFA, Vice President; and David Blanchett, CFA, CFP®,
AIFA®, CLU, ChFC, Head of Retirement Research; and
Paul Pomeroy, Reverse Mortgage Advisor, Liberty Home Equity
Solutions.
Capping off day one of our two-day conference is John Lenz, CFP®,
CLU, ChFC, back by popular demand, who will present the three-hour
Oregon Insurance Law course. On day two, round out this excellent
conference with John Lenz’s two-hour CFP® Ethics course.
Registration will open Monday December 1, 2014.
Visit our website, www.fpa-or.org for more information as we get closer to this event.
SCHEDULE OF EVENTS
Wednesday, February 25, 2015
7:30 - 8:30 am 8:30 - 10:30 am 10:30 - 10:45 am
10:45 - 11:45 am
11:45 - 1:15 pm
1:15 - 2:15 pm 2:15 - 2:30 pm
2:30 - 3:30 pm 3:30 - 3:45 pm
3:45 - 4:45 pm 4:45 - 6:00 pm
5:00 - 7:30 pm Registration
Global Economics, Stephanie Kelton, Ph.D.
Break
Understanding Client Resistance to Change,
Brad Klontz, Psy.D., CFP®
Networking Lunch
Update on the Northwest Economy,
John Mitchell, Ph.D. - Sponsored by Aquila Funds, Gold Sponsor
Break
CCRC’s, Virginia Traweek, MS
Break
Indexing Vanguard, Walter Lenhard, IV, CFA
Reception
Oregon Insurance Law, John Lenz, CFP®, CLU, ChFC,
Lenz Financial Group - Sponsored by Lenz Financial, Silver Sponsor
Thursday, February 26, 2015
7:30 - 8:30 am Registration
8:30 - 9:30 am Sector Investing Using the Seven Rules of Wall Street,
Sam Stovall, MBA
9:30 - 9:45 am Break
9:45 - 10:45 am How Large Swings in Equity Values Affect Risk Tolerance, Michael Guillemette, Ph.D.
10:45 – 11:45 pm Reducing Emotion: A More Disciplined Approach to Investing, Brent Leadbetter, CFA
11:45 – 12:00 pm Lunch Buffet, FPA Update
12:00 - 12:50 pm No Portfolio is an Island, David Blanchett, CFA, CFP®, AIFA®
12:50 - 1:00 pm Break
1:00 - 2:00 pm Reverse Mortgages, Paul Pomeroy, Liberty Home Equity Solutions, Inc.
2:00 - 3:00 pm Is it Time to Buy or Bail?, Sam Stovall, MBA
3:00 - 3:30 pm Conference wrap up, door prizes
3:30 - 6:00 pm CFP Ethics, John Lenz, CFP®, CLU, ChFC, Lenz Financial Group - Sponsored by Lenz Financial, Silver Sponsor
FINANCIAL
PLANNING
ASSOCIATION
Financial Planning All Stars
Mid-Winter Conference
February 25-26, 2015
Embassy Suites Portland Airport,
Portland, OR
Lodging Information:
Make your room reservations at Embassy
Suites at the Portland Airport,
7900 NE 82nd Ave, Portland OR 97220
503-460-3000
Request the FPA special rate of
$144 (plus tax).
Book Your Hotel by February 3rd!
OR & SW WA
FINANCIAL
PLANNING
ASSOCIATION
Registration Form - Mid Winter Conference 2015
Financial Planning All Stars
Name________________________________________________________ Designation(s)____________________________
Name on Badge__________________________________________________________________________ o FPA Member
Company____________________________________________________________________________________________
Address______________________________________________________________________________________________
City ___________________________________________________ State___________________ Zip___________________
Phone_________________________________________________ Email_________________________________________
Registration includes all seminars, materials, exhibits, breaks, receptions and meals. Complete one form per person.
PAYMENT INFORMATION
REGISTRATION FEES
Registration fee: $_____________________________________
“Early Bird” (Jan. 26 deadline)
FPA Member $310
Non member $385
Student $230
Regular Rates (after Jan. 26)
FPA Member $385
Non member $460
Student $230
Ethics (w/full reg) $50
Ethics Class Only $75
Insurance Law Free
❑ Optional: CFP®/Insurance Ethics ($50) $___________
❑ Optional: Oregon State Insurance Law (Free)
Total Due $_________
❑ Check made payable to: FPA ❑ Credit card (Visa, MC. Amex)
Card # ____________________________________________________
Name on Card _____________________________________________
Exp date: __________ 3 Digit Security # ________________________
Billing Address ___________________________ Billing Zip_________
OR & SW WA
FINANCIAL
PLANNING
ASSOCIATION
Send form and payment to:
FPA of Oregon & SW Washington
PO Box 2126
Salem, OR 97308-2126
Questions?
Phone: 503-286-8350
Fax: 503-585-8547
Email: admin@fpa-or.org
Cancellation Policy
A refund of registration less $50 will be
made if the request is received on or before
February 18, 2015. While registration is
transferable, no-shows and cancellations
after February 18, 2015 will receive no refund.