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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.
- 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
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
Understanding My Medicare, Scappoose, OR
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