Retirement Planning Conference

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Nov 8, 2019

Registration: 7:15 AM / Program: 8:00 AM - 4:30 PM


Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None


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 credit hours
CLE (OR) Credit: 7 credit hours

Can't attend in person? Attend via live webcast! 

The 2019 Retirement Planning Conference will be recorded so training is more convenient than ever!

  • For more information and to purchase the On-Demand Group CPE Training Package - Click Here
  • For more information and to purchase an Informational Package (No CPE) - Click Here

Conference developed by OSCPA's Retirement Planning / Personal Financial 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

  • Social Security, PERS, and Retirement Income Overview
    Frank Remund, CFP, Springwater Wealth Management LLC
    This session will include an overview of social security, planning tips and longevity, overview of PERS, efficient retirement income modeling, and you will learn how to make a plan stronger using Roth conversions.
  • Understanding OregonSaves and Employer Retirement Plan Options
    Dough Monahan, Mt. Hood Pension Service LLC
    By the middle of 2020, all employers with just a single employee will be required to have a retirement plan. This session will cover the following questions: What is OregonSaves? Who has to join OregonSaves? When is an employer exempt? What are the options?
  • Fixed Income Annuities
    John Lenz, CLU, ChFC, CFP, Lenz Financial Group
    Annuity deposits now exceed over $2 trillion and are playing an ever more important role in retirement income planning. Annuities have become far more complicated in recent years with praise from one side of the aisle and criticism from the other. At the end of this presentation, you'll be better equipped to determine which ideas and products work and which should be avoided.
  • The New Home Equity Conversion Mortgage for Seniors
    Michael Standard, Fairway Independent Mortgage Corporation
    Home Equity Conversion Mortgage (HECM) is another tool for safe-guarding retirement income. This session will cover the new regulations for the HECM loan, the purpose of the modifications of the loan, the new applications process, and how the loan can help seniors with downsizing to a new home by using the HECM purchase program. Seniors can use the equity in their homes as part of their financial retirement plan. You will also learn why this program is not a loan of last resort or for the destitute. "Used strategically, a reverse mortgage can greatly improve the sustainability of your retirement income." - Wade Pfau, Ph.D. 
  • Top Retirement Fears and How to Tackle Them
    Carol Ann Kirby, CPA, CIA, 
    The speaker will cover client's top retirement fears such as going broke, rising health care costs, and health issues. The presentation will tackle these fears with steps on facing them and making a viable financial plan. 
  • REAL Investments for a Secure Future
    David S. Moore, Equity Advantage
    This session you will learn how to use IRA and 401k funds for "REAL" investments. This includes learning how to establish and use self-directed retirement accounts to make investments in real estate, notes, precious metals, and even business startups.

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