Financial & Retirement Planning Conference – NEW! – Webcast

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Nov 13, 2020

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

Fees

Member Fee: $295.00
Nonmember Fee: $370.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: -147.00

Description

The need for effective financial and retirement planning has never been greater! Gain practical insights from industry leaders and learn timely information on various aspects of retirement planning. Your tried and true OSCPA Retirement Planning Conference is back with a financial planning bonus.

CPE Credit: 8 hours
CFP Credit: Pending approval
CLE (OR) Credit: Pending approval

Conference is developed by the OSCPA Financial & Retirement Planning Project Committee.

Designed For

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

Objectives

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

Major Subjects

  • Adding Value Through Asset Allocation & Location Strategies
    Scott Cameron, CFA, Multnomah Group Inc
    Advisors can seek to add value to clients' portfolios by efficiently implementing a clients' chosen asset allocation optimally across their account types. This presentation will cover the practical decisions that should be considered in implementing an asset location strategy and how it fits within the overall portfolio construction process.
  • Understanding Medicare 101
    Beth Moffett, Reed & Associates - Understanding My Medicare
    In this session we will talk about the A, B, C, and D's of Medicare. We will discuss how this affects those turning 65 and still working as well as what happens when leaving an employer group retirement plan.
  • Retirement Planning In Uncertain Times
    Jason Douthit, Attorney, Schwabe Williamson & Wyatt PC
    2020 has been a strange, scary, and generally unsettling year so far. Baby boomer business owners and employees cannot afford to wait until we return to "normal" to get ready for retirement. Well-planned retirement, health, and executive compensation plans can save employers money, provide security in retirement, and (in some cases) even assist with the sale of a business. This session will look at how these plans can help and consider some of the key legal compliance issues facing employers who sponsor such plans.
  • Investment Fundamentals and Strategies in Defined Contribution and Defined Benefit Plans
    Erik Daley, CFA, Multnomah Group Inc 
    In this program, we will explore the fiduciary framework governing how investment products are selected, monitored, and reported on qualified retirement plans. The program will include topics such as: fiduciary duties under ERISA; investment strategies and approaches; effective investment monitoring; how defined contribution participants approach investing; growth of target-date investments in defined contribution plans; managed account solutions in defined contribution plans; and different approaches to managing pension liabilities
  • Financial Advising – Where Money Meets Real Life
    Sarah Lane, CPA, PFS, CLS Financial Advisors Inc
    Money is inextricably tied to life and life’s events. Whether it is buying a first home, retiring from a career, or losing a loved one, successfully planning for the ups and downs of life is the very core of financial advising. CPAs are particularly well positioned to help clients navigate their finances through life’s changes. This session will take a look at the financial planning profession, the different ways CPAs and advisors can work with clients on financial planning topics, and key financial issues that clients face as they prepare for retirement and reaching their goals.
  • The Impact of Savings on Federal and Institutional Financial Aid for College
    Jennifer Satalino, MBA, The College Place – Oregon
    College savings comes in many forms, including the 529 savings 'vehicle'. While saving for college is a positive thing, savings can reduce a family's eligibility for federal, state and institutional financial aid. This session will help you understand the effect of different savings vehicles and approaches to college savings, and how each affects the Expected Family Contribution as calculated by the FAFSA and ORSAA.

Leaders

Scott Cameron

Scott Cameron is the chief investment officer for Multnomah Group and a co-founding principal of the firm. In that role, Scott leads Multnomah Group’s Investment Committee, is responsible for the development of the firm’s investment research methodology and conducts investment manager due diligence. Scott also consults with plan sponsors on investment menu design, investment manager selection, fiduciary governance, and vendor fees/services. 

Prior to founding Multnomah Group, Scott was an investment consultant with a national retirement services firm. 

Scott is a member of the CFA Institute, the CFA Society of Portland, the Investments & Wealth Institute, and the Portland Chapter of the Western Pension & Benefits Council. Scott holds a B.S. in Management from Purdue University.

Erik Daley

Erik Daley is the managing principal for Multnomah Group. Erik regularly consults with clients on a variety of retirement?plan related topics to help manage their fiduciary risks. He is also a frequent speaker on the topic of retirement plan issues at local, regional, and national conferences and industry events. 

Prior to co-founding the Multnomah Group in 2003, Erik served as a vice president of retirement services and led the Portland, OR practice of a national retirement services firm. In that position, Erik was a founding member of the firm’s Investment Committee and had oversight for business development in the Western United States. 

Erik is a member of the CFA Institute, the CFA Society of Portland, the American Society of Pension Professionals and Actuaries, and the Portland Chapter of the Western Pension & Benefit Conference. Erik holds a B.B.A. from the University of Iowa.

Jason Douthit

Jason Douthit is a lawyer working out of the Portland office of Schwabe Williamson & Wyatt. Jason earned a B.A. at San Francisco State University (Labor Studies and Philosophy) and Juris Doctor from the School of Law and the University of California, Davis (2006). Jason's practice is focused on ERISA/employee benefits (including both retirement and health plans) and executive nonqualified deferred compensation plans.

Sarah Lane

Sarah Lane is an owner of CLS Financial Advisors, Inc., a Registered Investment Advisory Firm in Portland, Oregon. At CLS Financial, she works directly with clients on in-depth and wide-ranging financial topics, including investment management, tax strategies, retirement planning and estate planning. In addition to her financial planning and investment management expertise, Sarah earned her CPA license in 2006 and received her Personal Financial Specialist (PFS) credential in 2017. Sarah was recognized in 2018 by the American Institute of Certified Public Accountants (AICPA) with the Standing Ovation award for young planners’ contributions to the field of Financial Planning. Sarah graduated magna cum laude from the University of Oregon in Accounting and also earned a master’s degree in Higher Education and Student Affairs from the University of Connecticut in 2013. 

Sarah believes in the power of finding financial freedom through informed, strategic choices. Managing and growing money is so much more than creating a budget or investing; it involves incorporating personal values, life goals, financial behaviors, and big picture strategies to achieve confidence and peace of mind. Sarah thrives on melding all of these elements together with her technical expertise by partnering with clients to feel empowered in their financial life choices.

Beth Moffett

Beth Moffett started her career in 1996 in the Health Insurance industry working with Pacificare Secure Horizons – working solely on the Medicare line. In her first year she realized this was the path for her career – helping people understand their medical insurance with patients and care. After some time, she moved departments and handled more of the members troubleshooting. It was here that she developed relationships with both Medicare in Seattle and Social Security office employees locally. When Pacificare Secure Horizons moved their offices to California, she took a short break to work with high school students, placing them in internships and job shadows. Today, she has been working with individuals and families for over 12 years and she is here to stay.

Beth says working with individuals to find the exact plan to meet their needs is very rewarding. She believes in taking care of her clients full circle – she walks them through the process with compassion and sensitivity as she knows this can be a confusing, hard, and often scary time for most as it involves their health and their pocketbooks. Beth stands firmly behind wanting what is best for her clients over all else. The majority of her clients are throughout Oregon, Washington, and California, but thanks to referrals she has clients all over the US.

Jennifer Satalino

Jenn Satalino is the director of The College Place – Oregon. She has 30 years of experience in higher education and college access & success. In her work at The College Place, she enjoys working with a variety of students from around the state; every day is different. She holds a BA from University of Oregon and an MA from Portland State University.