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FINANCIAL PLANNING ASSOCIATION OF MID-OREGON
Volume 8 Issue 4
November 2008 Planning News FPA OF M ID-OREGON QUARTERLY CHAPTER MEETING
TTUESDAYUESDAY , N, NOVEMBEROVEMBER 18 18THTH,, 20082008
Join Us For3 Uniquely Different Perspectives
3 Hours CFP CE Where Do You Want Your Clients’ Money In These
Volatile Times? Are you Ready For The Next Bull Market?
Michael Hamilton~Aquila Funds Oregon Tax-free Bond Manager MICHAEL HAMILTON is the Portfolio Manager of Tax-Free Trust of Oregon. Mr. Hamilton is currently a director and senior portfo-lio manager of FAF Advisors, Inc. (formerly known as U.S. Bancorp Asset Management, Inc.), the Trust's Investment Sub-Adviser. Mr. Hamilton has been associated with the Trust since 1992, previously assisting in administration and credit analy-sis. He has managed municipal bond common trust funds/mutual funds, individual municipal bond portfolios, taxable portfolios and money market funds. He holds a B.A. from College of Idaho and a M.B.A from Western Washington University. Mr. Hamilton is based in Portland, Oregon, which enables him to maintain a careful watch over the Trust's portfolio investments. He frequently travels throughout the state to check on current and prospective investments. Mr. Hamilton has been a resident of Oregon for over 10 years. Frank Pinelli~INLAND Reits, San Francisco Fank Pinelli, Vice President, Inland Securities Corporation, develops sales for Inland in the West Coast region. Prior to re-joining Inland in 2004, Mr. Pinelli was an Independent Sales Representative for Pharmanex, where he was responsible for the global marketing and distribution of products and services. Mr. Pinelli has over 20 years experience in the real estate industry, including 12 years with Inland in property management, acqui-sitions and sales. Mr. Pinelli graduated from Southern Illinois University in Carbondale, Illinois with a Bachelor of Science degree. He holds a Series 7 license from the Financial Industry Regulatory Authority (FINRA), and is also a licensed Real Estate Broker in the states of Illinois and Oregon.
Robert Fix DWS Scudder, Seattle Asset Allocation with Commodities Bob Fix is a Senior Regional Vice President for the Financial Advisor Division and Financial Institutions Divisions within Oregon, and Washington. Additionally, Bob serves on the CEO Advisory Council for Deutsche Asset Manage-ment. He joined the firm in 2004 and is a native of the Northwest. Bob has more than 18 years experience in the financial services industry and previously worked for Phoenix Companies, where he was the top wholesaler in the West Coast. Bob received his BS in Finance from the University of Oregon. He holds his NASD series 7, 63, and Life licenses. Bob enjoys fishing, skiing and spending time with his children.
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November Meeting Pricing
Lunch ~ 12:30 pm
Speaker Program 3 Hrs CFP CE
1:00 ~ 4:00 pm
Lunch And Program FPA Member ~ $55
Non-Member~$65
1st Time Guest~ $15 If wanting CE ~$50
Downtown
Athletic Club 999 Willamette St., Eugene, OR 97401
RSVP to: [email protected] Or Call 541 284-9855
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QUARTERLY MEETING FORMAT Each program will offer 3 hrs CFP CE, Oregon Insurance CE. When it applies
Mark your calendars
2009 Chapter Meeting Schedule
May 14th, 2009
SPRING PLANNING SYMPOSIUM
March 17th, 2009
Marketing your Practice David Funk
Client Management Software Bill Winterburg
January 20th, 2009
Economic Update Bryce Ward, ECONorthwest
Dueling Fund Managers: COLUMBIA for Domestic vs. CALVERT for International
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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
Katherine “Kath” Suchan, CFP®, CLU Secretary
Suchan Wealth Progressions 541.302-4964
Michael Syman-Degler, CLU, CFP®
Corporate Sponsorship Director Symposium Director
Farmer’s Financial Services 541.345.9681
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]
Janice Dunn CFP® Programs/Sponsors
Carter and Carter Financial 541.683.2900
[email protected] Tom Griffith CLA Education Director
Global Learning Director 541.844-1695
[email protected] Linda Thomas-Bush CFP®, CTFA
Public Relations US Bank
541.465.4120 [email protected]
Linda Barba
Executive Director 541.284.9855
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Greetings, Financial Planning Week is here: Every October we are reminded of our roots and the importance of the financial planning process. With the markets in turmoil we can all sleep “a lit-tle” better knowing we have a plan for our clients. Hang in there trusted advisors as our clients need us more than ever. It can be hard to keep the big picture in perspec-tive. We are very fortunate to be living in the greatest, strongest and most financially secure country in the world. Don’t miss our program in November: Smart In-vesting 2009 – bring your questions and guest. Thank you for your support,
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FPA FPA FPA OFOFOF M M MIDIDID---OOOREGONREGONREGON 2008 2008 2008---2009 2009 2009
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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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 concact: 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 consumer. • Education and professional develop-
ment • Promote high ethical standards of
practice • Network with professionals In re-
lated disciplines • Encourage and promote public
awareness of benefits and planning BECOME A MEMBER TODAY!
Chapter meetings are held on a quarterly basic, January ~ March September, ~ Novem-ber excluding June, July and August, with a Symposium in May. Monthly meetings include a buffet lunch, networking op-portunities with allied profes-sionals and a program de-signed to provide education and professional develop-ment. 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.
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