Retirement Planning Conference

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Nov 2, 2018

Registration: 7:15 AM / Program: 8:00 AM - 4:35 PM Pacific Time


Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None


Click the image above to view the conference brochure.

The need for effective retirement planning has never been greater! Gain practical insights from industry leaders and learn timely information on various aspects of retirement planning.

CFP Credit: 8 hours approved
CLE Credit: 6.75 hours approved

Conference developed by OSCPA's Retirement Planning Project Committee.

Designed For

Tax professionals looking for an update on retirement planning issues for themselves or for their clients!


This program is designed to provide you with an overview of the latest developments on retirement planning related issues.

Major Subjects

  • AI and the Future for CPAs in Retirement Planning
    Ted Sarenski, CPA/PFS, CFP, AEP
    Blue Ocean Strategic Capital LLC, Syracuse, NY
  • Charitable Planning Strategies in Retirement
    Lon Dufek, CPA, CFP
    Providence Foundations - Office of Gift Planning, Lake Oswego, OR
  • The Benefits of Income Distribution Planning, Leading Into, & During Retirement
    Jim Corbeau, MBA, CFP, CDFA
    Springwater Wealth Management, LLC, Portland, OR
  • Updating Your Estate Plan for Retirement
    Jennifer Woodhouse, Attorney
    Schwabe Williamson & Wyatt, Portland, OR
  • Retirement Planning for Millennials
    Kevin Chambers
    Headwater Investments, McMinnville, OR
  • Cash Balance Pension Plans - Maximizing Deductions While Building Your Retirement Nest Egg
    Vincent Cacciottoli, Attorney
    Garvey Schubert Barer, Portland, OR
  • Understanding Medicare
    Beth Moffett
    Understanding My Medicare, Scappoose, OR

This event has already passed. If you have any questions, please contact us at 503-641-7200 or email