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2021 FPA Spring Financial Forum - March 10 & 11
Wednesday, March 10, 2021, 8:30 AM to Thursday, March 11, 2021, 2:30 PM PST
Category: Events

Registration for this event has now closed. Please contact [email protected] with any questions.


SAVE $$ — Early Registration DEADLINE: March 3 –Save $50 per person!

Early registration is encouraged and appreciated.

Why should you attend?

CONNECT with Peers | ENHANCE your Professional Development 

EARN Valuable CE Credits | Be IN-THE-KNOW


Download Full Agenda & Session Details

Want your company in the spotlight? Sponsorships are available!


Sponsorships are offered to members and non-members for this event and also throughout the year.
Click HERE for details.

Sponsorships are a great way to show your support of the financial planning community and our FPA Chapter.
Thank you for your consideration.

Register your sponsorship TODAY!

Thank you to our 2021 FPA Spring Financial Forum Sponsors






Event Sponsor

Want to JOIN THIS list of supporters?
Sign-up to SPONSOR today!

List current as of 3.3.2021 - must be registered through FPA to be included

About Our Industry Thought Leaders 

"Five Industry Trends Reshaping Financial Advice"  
Presented by Michael E. Kitces MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL

Michael Kitces is a partner and the director of Wealth Management for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees approximately $2.0 billion of client assets. He is a co-founder of the XY Planning Network, AdvicePay, and New Planner Recruiting, the former Practitioner Editor of the Journal of Financial Planning, the host of the Financial Advisor Success podcast, and the publisher of the popular financial planning industry blog Nerd’s Eye View through his website Kitces.com, dedicated to advancing knowledge in financial planning. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

"Real Financial Planning: Defenders vs. Guides"
Presented by Carl Richards, CFP®, Creator of the Sketch Guy column & Behavior Gap

Carl appears weekly in The New York Times and has since 2010. He has also been featured on Marketplace Money, Oprah.com, Forbes.com; and is a frequent keynote speaker at financial planning conferences and visual learning events around the world. His energy and desire to connect pulls in the audience and delivers a memorable and valuable experience.

"Breaking Rules to Build Stronger Retirement Plans"  
Presented by Katherine Roy, Managing Director, Chief Management Strategist & Head of Individual Retirement, J.P. Morgan Asset Management

Katherine is responsible for delivering timely personal retirement-related insights to financial advisors. Focused on the retirement income-related landscape for more than 15 years, Katherine specializes in identifying themes, strategies and solutions that can help advisors successfully partner with individuals in the transition and distribution life stages. 


Registration Fees & Details (per person)

EARLY BIRD Rate – On or before March 3:
  • FPA Member: $150
  • Non-Member: $300

Regular Rate – After March 3:

  • FPA Member: $200
  • Non-Member: $350
EARLY REGISTRATION DEADLINE: March 3 – Save $50 per person!
Early registration is encouraged and appreciated.

Registration includes both value-packed days (March 10 and 11). Fees include virtual attendance at all sessions on both Wednesday and Thursday, handout/presentation materials (as provided by the speaker), access to sponsors and the virtual exhibit hall, and any social/networking events.

Cancellation Policy: Cancellations received on or before March 5 will receive a full refund minus at $25 administrative processing fee. Cancellations received after March 5, no-shows, or same day cancellations will not receive a refund. Substitutions can not be made and there is no refund for partial credit/attendance.

Students: Are you currently enrolled in Financial Planning at a college or university in Oregon/SW Washington? We welcome you! Supporting our next generation is extremely important to us. The FPA Board of Directors has agreed to sponsor students who register to attend our conference so there is no cost to them! Students must register but use Discount Code. Contact Vicky Danielson at FPA at vdanielson(at)fpa-or.org for more details.

Special Needs: If you have any requirement that necessitates advanced planning (ie: related to attending a virtual program and/or accessing), please notify FPA upon registration. Please be aware that FPA may not be able to accommodate some requests received after registration. All requests must be made at least two weeks prior to the program.


Continuing Education (CE) Credit

2021 FPA Spring Financial Forum - Continuing Education (CE)




OR Ins

WA Ins

Carl Richards

Real Financial Planning: Defenders vs. Guides




John Mitchell

Infection, Injection, Rehabilitation – An Economic Update




Katherine Roy

Breaking Rules to Build Stronger Retirement Plans




Kenneth Boothe

Avoiding Common IRA Mistakes




Tim Paulson

The Active Difference: Fixed Income




Michael Kitces

Five Industry Trends Reshaping Financial Advice




Participants must prove participation in the full extent of the activity for FPA to file on your behalf. Be sure to provide your appropriate certification numbers on the registration form for accurate filing on your behalf. Certificates of Participation for individual record keeping will be provided on a request basis.  

Contact: Amoreena Burke via email at [email protected]