Financial & Retirement Planning Conference

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Cancelled - Nov 11, 2022

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


Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None


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 financial and retirement planning. Your tried and true OSCPA Retirement Planning Conference is back with a financial planning bonus.

CFP: Pending Approval
CLE-OR: Pending Approval

A special thanks to the members of the Financial & Retirement Planning Project Committee for developing the 2022 Financial & Retirement Planning Conference:

Michael R. Miller – Chair, Nelson E. Rutherford – Vice Chair, Kathleen L. Bernards, Vanessa DeHaan, Cameron M. Irtifa, Carol Ann Kirby, and George S. Middleton.

Health & Safety Protocols for In-person Attendance
All in-person participants agree to follow current health and safety guidelines and must adhere to applicable requirements including the following:
  • Acknowledge the COVID-19 assumption of risk, waiver, and release.
  • Follow local mask guidelines, if any, in place at the time of this event and comply with any other safety guidelines required by OSCPA or the venue.

Note: In-person seats are limited so early registration is suggested.

Prefer to attend via livestream webcast? Register to attend via webcast!

We appreciate Private Practice Transitions for sponsoring the 2022 Financial & Retirement Planning Conference.

Designed For

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


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

Major Subjects

  • Better Together: CPAs and CFPs in Collaboration
    Andy Darkins, CFP, Vista Capital Partners
    Vanessa DeHaan, CFP, CPA, Vista Capital Partners
    Clients often think of their financial lives in silos- CPAs for taxes, CFPs for investments. But team work and collaboration between these professionals can produce a deeper level of care and better outcome for clients. This presentation will demonstrate what that collaboration looks like.
  • Student Loans: Consolidation and Forgiveness
    Ann Garcia, CFP, Independent Progressive Advisors
    This session will cover student loan repayment including the current forgiveness programs, loan consolidation and repayment plans. Participants will learn about different loan types and repayment plans including who's eligible for forgiveness and how to apply.
  • Donations During Retirement
    Lon P. Dufek, CPA, CFP, Providence Foundations of Oregon
    This session will cover a number of planning options for making charitable contributions during retirement including qualified charitable distributions, donor advised funds and life income arrangements including charitable gift annuities and charitable remainder trusts.
  • Retirement Plan Comparisons
    Charles Warren, AIF, C(k)P, CPFA, Multnomah Group, Inc.
    Discussion around the different types of retirement plans available to companies/individuals.
  • Self-Directed IRAs
    David Moore, Owner, IRA Advantage
    Details Coming Soon!
  • Tax Considerations in Retirement - RMDs & Annuities
    Wade Pfau, Ph.D., CFA, RICP, Retirement Researcher
    This session focuses on topics including making distributions and conversions from an IRA to a Roth IRA, and different tiers for Medicare costs and Social Security taxation. We also consider pitfalls for RMDs peaking at a different stages in retirement and pitfalls of not converting to Roth accounts earlier.



Did you know? The OSCPA member rate for CPE courses is extended to all OSCPA members and their employees who are not eligible for OSCPA membership. Members of other state CPA societies are also eligible for member rates.

After adding the course(s) to your cart, click "Apply Discounts" and select either "This person is an uncertified staff of an OSCPA member" or "This person is a member of another state CPA society."

Administrator Note: If you are registering individuals from your firm/business to attend this in-person event you have two registrations options:

  1. Via online registration: prior to completing this registration, you must confirm with each individual that they have read and agree to the COVID-19 Assumption of Risk, Waiver, and Release. Or, 
  2. Call OSCPA: at 503-641-7200 / 800-255-1470, ext. 3 to register your staff. Following registration, OSCPA will send an email to each registered individual with a link to the COVID-19 Assumption of Risk, Waiver, and Release.

If you would like to register for this event, please contact OSCPA at 800-255-1470, 503-641-7200, or email


Andy Darkins

Andy Darkins is a Lead Advisor and Partner at Vista Capital Partners, a registered investment advisory firm in Portland that manages $2.5B for high net worth individuals and families. Andy is a Certified Financial Planner and passionate about delivering clients an extraordinary experience. A former Oregon State football player, he still maintains a competitive streak even if he's just chasing his wife and daughter around the yard playing tag.

Vanessa DeHaan

Vanessa DeHaan is a Senior Advisor and CERTIFIED FINANCIAL PLANNERTM professional at Vista Capital Partners, an independent wealth management firm based in Portland, Oregon. Using thoughtful planning and optimal portfolio management, Vista seeks to protect and grow its clients' wealth by minimizing costs, taxes, and worry along the way. 

A self-professed "numbers person," Vanessa enjoys helping her clients make sound financial decisions while living their lives to the fullest today. She especially enjoys educating and empowering women to take control of their finances and gain confidence along the way.

Vanessa is also a CPA and started her career in Chicago as an auditor for Deloitte and an internal auditor for Northern Trust, a global institutional asset management firm. As a dual CFP® and CPA, she sees the tremendous value that we can all offer our clients by working together to provide a better, more seamless experience!

Lon Dufek

Lon Dufek has been involved in the field of gift planning since 1976. For 10 years, he was Executive Vice President of Crescendo Interactive, Inc., the developers of Crescendo Planned Giving Software. He has taught extensively on the subjects of planned giving and charitable estate planning, has written articles on these topics for national publications and is recognized nationally for his expertise in the area of gift planning. He has been a frequent presenter at local and national planned giving conferences. Lon joined Providence in April of 2000 and is now a Senior Director in the Office of Gift Planning with the Providence Foundations in Oregon. He provides charitable planning expertise to major donors, financial professionals and their clients assisting them in fulfilling their philanthropic goals.

Ann Garcia

Ann Garcia is a fee-only Certified Financial Planner and partner at Independent Progressive Advisors in Portland. She has helped thousands of families save millions of dollars on college through her blog, The College Financial Lady, she has been featured in the New York Times, US News & World Report, CNN/Money, The Oregonian and many other publications. Her book, The College Financial Plan, is due in 2022.


David Moore

David Moore is a founder of Equity Advantage 1031 Exchanges and IRA Advantage, LLC, of Portland, Oregon. IRA Advantage structures Self–directed Retirement Accounts. The firm offers solutions for investors interested in using IRA and 401(k) plans for REAL investments like Real Estate, Notes and Loans. David's mission has been to provide opportunities and solutions for the investor's and professionals he works with.

David is an acknowledged expert in Investment Real Estate and has worked in this field both personally and professionally for more than 28 years. David is a Certified Exchange Specialist (CES) and speaks Nationally on 1031 Exchanges and Self-directed Retirement accounts. He resided on the Federation of Accommodators Board in the mid-nineties where he chaired the Ethics Committee.

David currently resides on the Board of Directors for the Oregon and SW Washington Chapter of CCIM and chairs the Programs Committee. As a consultant, many tax, legal, and investment advisors look to David and his firm in order to get the difficult deals done. In addition to David's vocational commitments, he is a Rotary Past President and has been active in Rotary since 1991. Other charity endeavors include the Oregon Cancer Resource Fund where he serves as a board member and the Oregon Cancer Ski Out. He follows his late father-in-law's philosophy of "working where he can make a difference." Today, David lives in Lake Oswego, Oregon with his wife and kids.


Wade Pfau

Wade D. Pfau, Ph.D., CFA, RICP®, is the program director of the Retirement Income Certified Professional® designation and a Professor of Retirement Income at The American College of Financial Services in King of Prussia, PA. As well, he is a Principal and Director for McLean Asset Management. He holds a doctorate in economics from Princeton University and has published more than sixty peer-reviewed research articles in a wide variety of academic and practitioner journals. He hosts the Retirement Researcher website, and is a contributor to Forbes, Advisor Perspectives, Journal of Financial Planning, and an Expert Panelist for the Wall Street Journal.  He is the author of the books, Safety-First Retirement Planning: An Integrated Approach for a Worry-Free Retirement, How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies, and Reverse Mortgages: How to Use Reverse Mortgages to Secure Your Retirement.


Charles Warren

Charles has been consulting to company-sponsored retirement plans for nearly 25 years. He's passionate about making the complex simple and instilling retirement plan confidence in his clients.