Financial & Retirement Planning Conference

Previous Add to Calendar Next

Nov 11, 2022

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


Member Fee: $299.00
Nonmember Fee: $374.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: -149.00

The above fees may not be reflective of the total event price. See below.


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.
  • Choosing a Retirement Plan Vehicle
    Doug Monahan, President, Mt. Hood Pension Service
    Details Coming Soon!
  • 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.
  • Social Security Update
    Details Coming Soon!


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.

Select option(s) below:

Add one of the following:

Hardcopy Materials

Deadline to order hard copy (printed) materials is 14 days prior to event date (10/28/22).

Paperless / Electronic Materials

Electronic materials will include the latest up-to-date version of the presentation.


REQUIRED: COVID-19 Assumption of Risk, Waiver, and Release

I am aware of the contagious nature of COVID-19 and the risk that I may be exposed to or contract COVID-19 anywhere that there is person-to-person contact, including while on premises of and engaging in this event, and despite masking and additional precautions. By attending this event, I am knowingly and voluntarily accepting the risk of contracting COVID-19. I acknowledge that my in-person attendance is voluntary, and I waive and release OSCPA, their members, affiliates, officers, directors, employees, agents, speakers, contractors, and volunteers of all liability. I agree to read and comply with the safety precautions associated with the event that are communicated to me by OSCPA or the venue.
Add to Cart