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2023 Fall CE Summit

Wednesday, November 15, 2023, 8:00 AM - 12:00 PM PDT

Category: Events

2023 FPA Fall CE Summit

Wednesday, November 15, 2023

Registration, Breakfast, and Sessions: 7:15 am – 12:30 pm

Location: Embassy suites by Hilton Portland Airport | 7900 NE 82nd Ave Portland, OR 97220

Complimentary parking available. Note: you will go through a security gate at the beginning of the parking lot but no payment will be required.

Join us for three high-quality CE sessions (earn those valuable continuing education credits!), breakfast, exhibits, and networking time with colleagues and friends.

REGISTRATION CLOSED

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 November 16th!

November 15 | Schedule-at-a-Glance

7:15 - 8:00 am..................Registration, Hot Breakfast, & Networking with Exhibitors and Fellow Attendees

8:00 - 8:25 am..................Welcome, Introductions & Opening Remarks

8:30 - 9:30 am................Federal Tax Update

9:30 - 9:40 am .............Networking Coffee Break with Exhibitors

9:40 - 9:55 am ............. Annual Business Meeting

10:00 - 11:00 am.............PERS Program Overview

11:00 - 11:10 am............Networking Coffee Break with Exhibitors

11:15 am - 12:15 pm......2023 J.P. Morgan Guide to Retirement

12:15 - 12:20 pm............Closing Remarks

Detailed Schedule | Presentation Descriptions | About Our Speakers

7:15 - 8:00 am

Registration | Hot Breakfast | Networking with Exhibitors and Attendees

8:00 - 8:25 am

Welcome, Introductions & Opening Remarks

By 2023 FPA Programs Director Scott Malbasa, CFP® and 2023 FPA President Traci Nelson, CFP®, AIF®

We'll go over the day's schedule and introduce our important and valued 2023 sponsors. Package sponsors will have the opportunity to personally address the entire audience; introduce themselves and say a few words about their company.

8:30 - 9:30 am

Federal Tax Update

Presented by Samuel A. Donaldson, J.D., LL.M., Georgia State University College of Law

Stay up to date with this informative and entertaining recap of important cases, rulings, regulations, and legislation from the past 12 months in the federal income, estate, and gift tax laws. Specific topics to be addressed will depend on recent developments but will likely include the federal income tax treatment of grantor trust assets after the grantor's death, the estate tax implications of corporate-owned life insurance, and planning in light of a projected sunset of income and estate tax laws in 2025.

Learning Objectives:

Attendees will be able to explain recent developments in the federal income and wealth transfer tax laws to clients
Attendees will be able to design estate plans for clients incorporating recent developments in the federal income and wealth transfer tax laws
Attendees will be able to recognize which estate planning strategies work especially well for clients in the current economic and regulatory environment

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About our Presenter:

SAMUEL A. DONALDSON [J.D. University of Arizona; LL.M. (Taxation) University of Florida] is a Professor of Law at Georgia State University in Atlanta, where he teaches a number of tax and estate planning courses, as well as courses in the areas of property, commercial law, and professional responsibility. Prior to joining the Georgia State faculty in 2012, he was on the faculty at the University of Washington School of Law in Seattle for 13 years, where he served as the Director of the law school’s Graduate Program in Taxation as well as Associate Dean for Academic Administration. In addition to Georgia State and the University of Washington, Professor Donaldson has taught law school classes at Northwestern University, the University of Florida, and Emory University. He has won seven “professor of the year” awards from three different law schools.

Approved for 1 CEU with the CFP Board and Oregon Insurance.

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9:30 - 9:40 am

Networking Break with Exhibitors

9:40 - 9:55 am

Annual Business Meeting

By 2023 FPA President Traci Nelson, CFP®, AIF®

We'll go over the Board of Director's initiatives for 2023, vote on the 2024 Board of Directors, and announce our 2023 scholarship winners.

9:55 - 11:00 am

PERS Program Overview
Presented by Debbie Foote

This will be an overview presentation regarding PERS (Public Employees Retirement System) programs for all PERS members. This presentation will be a detailed overview of all the plans (Tier One, Tier Two, OPSRP, and IAP). Topics include benefit calculation factors, the Individual Account Program (IAP) including TDF and re-direct changes, a review of a sample estimate and other available member resources.

Learning Objective: That employees will understand the complexities of PERS calculations, resources available to members and be able to better assist them.

About Our Presenter: Debbie has been a PERS member for over 35 years and began working at PERS as an employee in 2007. She has been a part of the PERS Retirement Education team since 2009, and was promoted to Program Analyst and lead/coordinator of the team in 2013. As coordinator of the team she leads a group of 6 other presenters. The team provides group and individual meetings around the state to active and inactive members, and also to other requesting groups as the schedule allows. Over the years Debbie has met with thousands of members in individual meetings and group presentations. She has personally provided over 700 group presentations throughout the state for PERS members who are in every type of job category in public employment and in all stages of their careers. She also presents to PERS employer and financial planner groups who work with PERS members. Debbie looks forward to her own retirement, which she hopes will occur within the next 3-5 years.

Approved for 1 CEU with the CFP Board and Oregon Insurance.

11:00 - 11:10 am

Networking Break with Exhibitors & Attendees

11:15 am - 12:15 pm
2023 J.P. Morgan Guide to Retirement
Presented by Sam McGibbon

Updated annually, the Guide to Retirement provides an effective framework for supporting your retirement planning conversations with clients. It includes charts and graphs to help you explain complex topics in a clear and concise manner. A description and audio commentary are available for every slide.

Planning for retirement may feel overwhelming, but focusing on the levels of control you have over various factors can give you more confidence. There are factors that are out of your control, like market returns and the future of tax policy, legislative and regulatory reforms. Using slides from the Guide to Retirement we present seven essential retirement planning principles, giving investors the confidence to make more informed decisions and take positive steps toward a successful retirement.

About our Presenter: Sam McGibbon is the Retirement Plan Client Advisor for the J.P. Morgan Retirement Plan Team covering the Pacific Northwest. The Retirement Plan Sales Team supports both the retirement plan platform business and DCIO business. Sam has earned a Master of Business Administration from the University of Colorado, holds FINRA Series 7 and 63 licenses, and is a Level 3 candidate in the CFA program. He currently lives with his wife and two daughters in Northeast Denver.

Approved for 1 CEU with the CFP Board and Oregon Insurance.

12:15 - 12:20 pm
Closing Remarks

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

Registration Details & Fees

Save $$ — register by October 15, 2023 for early bird discounts. Early registration is strongly recommended and requested. Registration is per person. Pre-registration is required.
Final registration deadline: November 10, 2023.

Early Registration (Until October 15):

FPA Chapter Member: $125
Non-Member: $225

Regular/Late Registration (Starting October 16):

FPA Chapter Member: $175
Non-Member: $275

Registration fees include: attendance at all sessions on-site for the registrant listed, 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, breaks, and access to exhibits. 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 attendees and emailed to the registrants 24-48 hours prior to the conference.