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2022 FPA Spring Financial Forum (SFF) - March 9
Wednesday, March 09, 2022, 8:00 AM - 5:00 PM PST
Category: Events

A Day Together — We're back face-to-face in 2022!

2022 FPA Spring Financial Forum (SFF)

Wednesday, March 9

Registration, Breakfast, Keynote Sessions: 8 am – 3 pm

Optional 2 hours Ethics CE presentation "Financial Planner's Ethical Success" (fulfills "Ethics" CE): 3–5 pm

Location: Embassy Suites by Hilton Portland - Washington Square  

We're back IN-PERSON at a fantastic and easy to access venue! Complimentary parking available for FPA conference participants.

REGISTER TO ATTEND | REGISTER A SPONSORSHIP

This year's forum is a full-day program geared specifically for financial planning professionals in Oregon and SW Washington. We will feature top-notch speakers presenting the latest topics and discussing trends within the profession. Join us for multiple high-quality CE sessions (earn those valuable continuing education credits!), breakfast, lunch, exhibits, and much-needed networking time with colleagues and friends.

We welcome all who may find value in our programming; invite a colleague who may not be a member but would be interested in our event. If you're new to financial planning or simply want to connect with like-minded peers, please come check out what FPA has to offer and earn some CE, too. Don't miss out! Register today and see you on March 9!


Attendee Registration: Save $$ — register by February 1, 2022 for early bird discounts. 
Early registration is strongly recommended and requested. Registration is per person. Pre-registration is required.
Final registration deadline: March 4, 2022. Registration fees and details below.

TEST
March 9 | Schedule-at-a-Glance

8:15 - 9:00 am..................Registration, Hot Breakfast, & Networking with Exhibitors and Fellow Attendees
9:00 - 9:15 am..................Welcome & Opening Remarks | Introduction of SFF Sponsors
9:15 - 10:05 am................Opening Keynote: "Cryptoassets: How Advisors Can Get Up to Speed"
10:05 - 10:25 am .............Networking Break with Exhibitors
10:25 - 11:15 am..............Why Social Security Matters: And How to Get the Most out of It
11:20 am - 12:10 pm........Session 3
12:10 - 1:10 pm................Networking Lunch, Acknowledgements and Important Announcements
1:10 - 1:30 pm..................Exhibitor Visits and Raffles
1:30 - 2:20 pm..................Closing Keynote: "ABLE Accounts & Government Disability Benefits"
2:20 - 3:00 pm..................Hosted Closing Networking Reception
3:00 - 5:00 pm..................Optional Ethics Session"Financial Planner's Ethical Success" (This is an additional/separate session for the "Ethics" CE category through the CFP Board; optional only with a separate registration/fee.)
 
Detailed Schedule | Presentation Descriptions | About Our Speakers
8:15 - 9:00 am
Registration, Hot Breakfast, & Networking with Exhibitors and Attendees
 
9:00 - 9:15 am
Welcome, Introductions & Opening Remarks | Introduction of SFF Sponsors
By 2022 FPA Programs Director Traci Nelson, CFP®, AIF® and 2022 FPA President Ryan E. Price, CFP®, CLU®, ChFC®, CRPC®, AWMA®
We'll welcome our members back to our FIRST face-to-face program in almost two full years! We'll go over the day's schedule and introduce our important and valued 2022 Spring Financial Forum sponsors and exhibitors. Package sponsors will have the opportunity to personally address the entire audience; introduce themselves and say a few words about their company.
 
9:15 - 10:05 am
Opening Keynote: Cryptoassets: How Advisors Can Get Up to Speed
Presented by Tyrone Ross, Jr., CEO, Onramp Invest and Founder of 401STC
Education is the foundation of the financial advisor-client relationship. Advisors need to be educated--not just before they start their practice, but on an ongoing basis throughout their career. In turn, the most effective financial advisors educate their clients, empowering them to make sound financial and life decisions. However, rapid expansion of the cryptoasset markets hasn’t afforded advisors the kind of grace period for educating themselves on this new and novel asset class that they have had with traditional investments. In addition, the growth of cryptoassets has been driven primarily by retail investors. That has led to a dynamic where in some cases clients have a better understanding of the asset class than their financial advisors do.

Join Onramp CEO & Co- Founder Tyrone Ross as he breaks down the essentials and investment theses for Crypto to empower today's financial advisors to be better prepared to speak to clients about this asset class.

Topics Covered:

● Preparing your practice
● Client conversations
● Education, Access & Tools for ongoing practice management

Tyrone is a financial consultant, early-stage start-up advisor, entrepreneur, and athlete. His journey as a first-generation high school graduate to business owner has provided valuable business and life lessons. Tyrone graduated from Seton Hall University and was also a 2004 Olympic Trials qualifier in track and field in the 400 meters. He was recognized by Investment News 40 under 40 (2019), and WealthManagement.com as a top ten advisor set to change the industry in 2019. Financial Planning.com named Tyrone as one of 20 people who will change wealth management in 2020. He currently serves as Director of Community at Altruist as well as the host of The Human Advisor podcast. 

10:05 - 10:25 am
Networking Break with Exhibitors
 
10:25 - 11:15 am
Why Social Security Matters: And How to Get the Most out of It
Presented by Robert Kron, Advisor Education Consultant, nuveen

Financial professionals who can provide education and guidance on Social Security as part of the retirement planning process are more likely than their peers to retain retiring clients, grow wallet share and gain referrals. In this session, we discuss the fundamentals of the program, the variety of options available and how to help clients make an informed decision about redeeming a benefit they have been purchasing their entire working lives.

Learning objectives:

  1. Understand how to start the Social Security conversation with clients; what have they been buying all these years, the importance of reviewing the Social Security statement, and the basics of collecting early or waiting.
  2. Help clients make an informed collection decision: longevity considerations, identifying all eligible benefits, evaluating collection options using a lifetime cash flow analysis.

Rob an Advisor Education Consultant for Nuveen and is responsible for the development and delivery of practice management, wealth management, and market insight programs that help Financial Professionals grow their business. Rob has been in the financial services industry since 1990 and has expertise in all aspects of financial planning, advisor practice management, and investor education. Prior to joining Nuveen, he was the head of Advisor and Client Education for BlackRock for 11 years. In addition to creating and delivering educational presentations for audiences of all sizes, Rob has been featured in the media for his perspectives on financial planning and Social Security. He has appeared on CNBC, Fox Business, Bloomberg, and Advisor TV. Additionally, he has been quoted in a variety of national publications, including the Wall Street Journal and USA Today. Rob spent 17 years at Merrill Lynch. His experience included managing the Individual Retirement Account platform, creating innovative, industry changing investment advice and web based initiatives to assist plan participants, and developing a comprehensive suite of financial planning tools. Rob graduated magna cum laude from the University of Colorado.

11:20 am - 12:10 pm
Session 3
 
12:10 - 1:10 pm
Networking Lunch with Acknowledgements and Important Announcements
  • 2021 Board Acknowledgements (President and Outgoing Board Director awards)
  • Introductions of 2022 FPA Board of Directors
  • President's Speech
  • Pro Bono Announcement - Call for Volunteers for April Pro Bono Day
  • Membership Announcement
1:10 - 1:30 pm
Exhibitor Visits and Raffles
1:30 - 2:20 pm

Closing Keynote: "ABLE Accounts & Government Disability Benefits: Knowing the Rules, Evaluating the Options and Advising the Client"
Presented by Connor W. Kavanaugh, CTFA, ChSNC, Managing Partner & Special Needs Planner, Palladio Consulting LLC

2021 ABLE updates are here! Protecting a special needs loved one's means tested benefits like SSI and Medicaid is an ongoing task. It's important to stay abreast on the legislative, tax, and plan changes affecting ABLE accounts and the resulting impact on your clients current ABLE strategy and overall family financial plan. Perhaps you're an ABLE pro in need of a refresher, or maybe you've heard of ABLE but aren't well versed on the important fundamentals that make this account so powerful for individuals with disabilities! This session is designed to be insightful, informative, and valuable for all knowledge levels. Join us on March 9 as we delve into the world of ABLE to give you all the tips, tricks, and important reminders you'll want to know!

  • Needs-based benefits 101 for individuals with disabilities
  • ABLE account basics
  • 2021 ABLE plan changes
  • Medicaid payback updates
  • ABLE investment options and performance review
  • ABLE tax reminders and changes
  • Using the pre-paid card: tips, tricks, reminders
  • Pending ABLE legislation and possible upcoming plan changes
  • And More!

About our ABLE Presenter: Connor W. Kavanaugh has practiced in the areas of Special Needs and Financial Planning since 2012. Originally from Seattle, he calls Oregon home after moving to Portland in 1996. Connor earned a degree in Finance from Portland State University in 2012 and also spent five seasons on the football field as an All-Conference quarterback for the Vikings. Connor has developed a specialty in assisting families create valuable financial strategies to help provide for the lifelong needs of their loved ones with a disability. Connor is the founder of the Palladio Consulting LLC and lives in SW Portland with his wife, Lexi, their daughter Dolly, son Palmer and their golden retriever, Hootie.

2:20 - 3:00 pm
Final Remarks & Closing Networking Reception
Take a few moment to unwind at the end of a great day, before heading out. Enjoy a quick beverage and snack with colleagues during our networking reception. Be sure to take advantage of this long overdue social time – catch up and connect in a relaxed setting. It has been way too long! The reception is included in registration fees but for meal/planning purposes, please indicate on your registration if you will attend.

3:00 - 5:00 pm
OPTIONAL ADD-ON SESSION: Financial Planner's Ethical Success EARN YOUR REQUIRED ETHICS CE
Presented by Jeffrey H. Rattiner, CPA, CFP®, MBA, Principal, Rattiner's Financial Planning Fast Track, Inc. and JR Financial Group, Inc.

NOTE: This session is optional only and the registration fee is separate from the Spring Financial Forum (SFF). We will hold this class in the same location as the SFF program, immediately following the closing reception. Attendance will be re-verified for this Ethics CE session and reported to the CFP Board as appropriate.

If you need to fulfill your "Ethics" CE for the CFP Board, be sure to register to attend this session! 
CFP® Category: Ethics (under Financial Planning Institute, LLC – CFP® Board Sponsor Number 2468/CFP Board Program ID: 254931 - Rattiner)

Financial Planner’s Ethical Success ® provides a practical approach to learning the ethical standards of professional conduct and responsibility in an interactive format through the use of real-life scenarios. This session will:

  • Review the newest learning objectives
  • Determine the elements of fiduciary standards and when they apply
  • Provide guidelines to help you determine if financial planning or materials elements of financial planning are being provided
  • Help you determine when to communicate potential conflicts of interest
  • Explain compensation disclosure requirements to clients and potential clients
  • Review, interpret, and apply the principles, rules, practice standards and other critical elements of the Standards of Professional Conduct

After this two-hour session, you will have a strong idea of the do’s and don’ts of working with your clients ethically by adhering to the most recent learning objectives using provided examples and applications in a real-world format, and by managing expectations on how each attendee can work within the Code’s requirements. The most current CFP Board Ethics CE programs registered with CFP Board now must be designed to accomplish the following required learning objectives (LO). There will be an opportunity for questions and answers with the presenter and other attendees.

Learning Objectives – By the end of this session, attendees will be able to grasp the most recent learning objectives:

  • LO #1: Identify the structure and content of the revised Code and Standards, including significant changes and how the changes affect CFP® professionals.
  • LO #2: Act in accordance with CFP Board’s fiduciary duty.
  • LO #3: Apply the Practice Standards when providing Financial Planning
  • LO #4: Provide the Client all required information.
  • LO #5: Recognize and avoid, or fully disclose and manage, Material Conflicts of Interest.

About our Ethics Presenter: Jeff Rattiner, CPA, CFP® is president of Rattiner’s Financial Planning Fast Track, Inc. and JR Financial Group, Inc. Both companies provide training and consulting for financial advisors, CPAs, consumers, & the financial services industry. Mr. Rattiner’s has been educating financial advisors for 31 years on how they can prepare for the CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification Examination in a boot camp format through his nationally recognized and acclaimed “Rattiner’s Financial Planning Fast Track®” (FPFT) program. FPFT has won critical acclaim as the cover story in the December 2001 issue of Financial Planning Magazine and the October 2009 issue of The Register. His lively and entertaining teaching style has served professionals well for many years. His classes have been held at New York University, The American College, University of California, Metropolitan State College of Denver, The Ohio State University and Arizona State University, and at dozens of financial service companies. He was awarded the “1997 Distinguished Faculty Member-Teacher of the Year” by Community College of Denver. Mr. Rattiner’s newest book, “Rattiner’s Secrets to Financial Planning”, published by Wiley, explores where our profession is today, where it is headed, and what we should expect. Jeff has also authored “Rattiner’s Review for the CFP Certification Examination", “Rattiner’s Financial Planner’s Bible”, and “Personal Financial Planning for Divorce” for John Wiley & Sons; “Getting Started as a Financial Planner” for Bloomberg Press; Financial Planning Answer Book for CCH; “Adding Personal Financial Planning to Your Practice” for American Management Association; & “Personal Financial Planning Library” for Harcourt Brace. He has been an editor for Personal Financial Planning and Financial Advisory Practice for Warren Gorham and LaMont, Financial Planning Digest for Harcourt Brace, Audio Financial Planning Report for Totaltape (Bisk) Publishing Company, Financial Planning Monthly Journal for Aspen Publications, The Planner for the AICPA, and was a columnist for Financial Planning and Financial Advisor magazines. Mr. Rattiner has been the Director of Professional Development & Corporate Sponsorship for the Institute of Certified Financial Planners (ICFP), was employed as the Director of Technical Standards for the Certified Financial Planner Board of Standards (CFP Board), and employed as Technical Manager in the Personal Financial Planning (PFP) Division of the American Institute of Certified Public Accountants (AICPA) in New York City.

Schedule and conference subject to change without notice. Any updates will be provided on the page.

Conference Location – we're back together in-person!

9000 SW Washington Square Rd, Tigard, OR 97223

Complimentary on-site parking provided on a space and size available basis. Carpooling is always recommended. Visit the hotel website here.

We at FPA will continually monitor pandemic-related concerns; status with the CDC, OHA, and state and local restrictions and mandates. We will follow and adhere to those authorities for the current health and safety precautions and guidelines. We will always prioritize member and attendee safety at any program and make decisions accordingly. Should there be any updates or changes to our event, we will email registered attendees and post information here on this page. If you have any specific questions, concerns, or otherwise please email FPA staff at [email protected]; we're here to make this transparent and smooth for all participating.


Registration Details & Fees

Save $$ — register by February 1, 2022 for early bird discounts. Early registration is strongly recommended and requested. Registration is per person. Pre-registration is required.
Final registration deadline: March 4, 2022.

SFF Early Registration (before February 1):

    • FPA Chapter Member: $225
    • Non-Member: $425

SFF Regular/Late Registration (after February 1):

    • FPA Chapter Member: $275
    • Non-Member: $475

Optional Ethics CE " Financial Planner's Ethical Success"

    • Ethics Registration Fee (must be "added on" with registration for SFF) : $50

SFF Registration fees include: attendance at all sessions on-site for the registrant listed (except the Ethics session which can be registered for separately), speaker/session handouts and materials (as provided by the speaker; emailed/provided on a hosted webpage), continuing education credit (CE) through the CFP Board, Oregon Insurance Commission, and/or the Washington State Office of the Insurance Commissioner. hosted breakfast, lunch, breaks, access to exhibits, and the closing reception. Please note there will be no printed/paper materials provided to attendees on-site (except name badges will still be available). All session and program materials will be hosted on a private event webpage custom for SFF attendees and emailed to the registrants 24-48 hours prior to the conference. Attendees are welcome to download and access the materials on a device on-site or for 30 days post-event.

Ethics CE: If you will stay for the "Ethics" session immediately following the reception, you must also select this option upon registration for the Spring Financial Forum. Ethics registration includes attendance at the session on-site, class handout/materials as provided by the speaker, and two Ethics CE credit hours (FPA files through the CFP Board). Attendees must prove full attendance on-site and only claim credit commensurate with their participation in the activity.


Support the 2022 FPA Spring Financial Forum! Exhibit and sponsorship opportunities are available. NOW is the time to partner with FPA!

We welcome and invite our industry partners and vendor friends to exhibit and sponsor at this annual flagship event. Be seen and heard by having a presence at our highly-anticipated conference!

There are multiple ways to support our chapter at this event and throughout the year. We have built our offering based on direct feedback from previous supporters and in ways we believe to be most valuable to you and your business.

If you are looking to market to financial planning professionals, we encourage you to check out our 2022 Partnership Program. It's a cost-effective way to get back out in front of your target audience and there are multiple ways to show your support.

Check out details and opportunities here.


Thank you to our Sponsors!

Our Silver Sponsors

 


COVID-19 Health & Safety

FPA is committed to hosting live, in-person programming for our members in 2022. In returning to face-to-face meetings, our utmost priority is to provide a safe and healthy space for our members and attendees. To ensure we as an organization are doing everything we can to minimize risk and promote safe practices, FPA will require all on-site SFF participants to provide one of the following:

  • A CDC or WHO-approved vaccination card (including the name of the person vaccinated, the type of vaccination provided and the date that the final dose was administered) or
  • Proof of a negative PCR COVID test (that includes the attendee's full name and date/time stamp of test) within 72 hours of the event.


Please know this decision was not taken lightly and is only made in the best interests of you and our community as a whole. 

Upon registration, please upload a photo/copy of the attendee's vaccination card. If you choose to provide a negative COVID-19 test, please indicate so and provide that to the FPA office/staff within 72 hours of the event. All will be verified prior to admittance on-site. We will also abide by current local and state mandates; at this time, face masks are required to be worn indoors when not actively eating or drinking. We respectfully remind any SFF participants to adhere out of respect for fellow members and attendees, hotel guests and staff. By submitting the information and registration, participant hereby affirms and certifies that the information and the answers provided are true and correct to the best of their knowledge. 

We thank you in advance for your understanding and continued support of FPA. If you have any questions or concerns at all, please don't hesitate to contact the FPA office at [email protected] / 503.286.8350.


Contact: Taylor Scott, FPA Coordinator, at [email protected]