Retirement & Financial Planning Conference - Beaverton
8.0 Credits
Member Price $315.00
Non-Member Price $395.00
Overview
The need for effective retirement and financial planning has never been greater. Gain practical insights from industry experts and learn timely information on various aspects retirement and financial planning.
We encourage in-person attendance to maximize engagement, interaction, and networking. If you're unable to attend onsite, a live webcast option is available.
CFP: Pending Approval
CLE-OR: Pending Approval
A special thank you to the members of the Retirement & Financial Planning Project Committee for developing the 2026 conference.
Highlights
- Estate Planning Complexities in Retirement
- The Five Types of Retirement
- The Importance of Tax Efficiency in Investing
- Modernizing the 1031 Exchange: Using Delaware Statutory Trusts to Better Serve Clients
- Financial and Retirement Planning for Millennials
- Senior Housing and Care
- And more!
Designed For
Tax professionals looking for an update on retirement and financial planning issues for themselves or for their clients!
Objectives
This program is designed to provide you with an overview of the latest developments on retirement and financial planning related issues.
December 2, 2026
General Session
- Welcoming and Opening Remarks
This session is available to registrants only.
General Session
- Importance of Tax Efficiency in Investing
Alex Canellopoulos, Head of Research, Vista Capital Partners
Alex Canellopoulos
Alex Canellopoulos, CFA, CFP®?, is the Director of Wealth at Vista Capital Partners, an independent wealth management firm serving high-net-worth individuals and families. He helps lead the firm's investment strategy, portfolio construction, research, and financial planning efforts, with a focus on evidence-based decision-making. Alex earned a bachelor's degree in finance and international business from the University of Montana, where he also served as captain of the men's tennis team. He also serves on the board of CFA Society Portland.
(9/30/26)
Jeremy Wang
Jeremy Wang is an Oregon State University graduate, CFA charterholder, and member of CFA Society Portland. As a Senior Research Associate at Vista Capital Partners, Jeremy supports the investment team through investment research and analytics while overseeing the daily trading of client portfolios. He is also a regular contributor to Vista Insights, the firm's blog, writing on timely topics appearing in financial media.
(10/07/26)
This session is available to registrants only.
General Session
- Estate Planning Complexities
Kristen Chambers, JD, Attorney, Estate Law CollectiveKristen Chambers
Kristen Chambers's practice includes estate planning (wills and trusts), estate administration (trust administration and probate) and protective proceedings (guardianships and conservatorships). She has published multiple articles and has presented at continuing education seminars. Kristen prioritizes client service and making the legal process accessible and understandable.
(10/16/26)
Katharine Malone
Katharine Malone has been practicing law since 1997, starting her career in commercial and healthcare litigation at the bay area firm McCutchen, Doyle, Brown & Enersen LLP. Since making Oregon her home in 2008, her practice has focused on estate planning (wills and trusts), estate and trust administration, preparation of estate tax returns, and prenuptial/domestic partnership agreements.
(10/16/26)
This session is available to registrants only.
General Session
- Break
This session is available to registrants only.
General Session
- Five Types of Retirement
Adam Van Deusen, CFP, Michael E Kitces Dba Kitces.com LLC
Adam Van Deusen
Adam Van Deusen, CFP®, is the Associate Financial Planning Nerd at Kitces.com, where he writes on practice management and technical topics for the Nerd's Eye View blog, with a particular interest in how advisors can show their ongoing value to prospective and current clients. In addition, he writes the popular weekly Weekend Reading For Financial Planners article and hosts live events on the Kitces platform. His work has appeared in the Investments & Wealth Monitor, Citywire RIA, and TheStreet, among other publications.
Adam previously worked at a financial planning firm in the Washington, D.C., area and as a journalist covering the banking and insurance industries. In addition to his work with Kitces.com, he serves as a volunteer financial planner and financial literacy class instructor for local non-profits.
9-26-25
This session is available to registrants only.
General Session
- Modernizing the §1031 Exchange: Using Delaware Statutory Trusts to Better Serve Clients
John Newhouse, Licensed Attorney, Wealth Management Advisory, Vineyard Asset Management, LLC
This session is available to registrants only.
General Session
- Lunch
This session is available to registrants only.
General Session
- Financial and Retirement Planning for Millenials
Kevin Chambers, MBA, Client Manager & Research Analyst, Headwater Investment ConsultingKevin Chambers
In the multifaceted role of Managing Partner and Lead Advisor, Kevin manages new and current client relationships, forms firm strategy, and breaks down the team’s research into understandable and enlightening commentary. He shares this knowledge as a public speaker on financial and economic topics. Kevin earned his BA with a double major in Economics and International Political Economy from the University of Puget Sound in Tacoma, Washington. While completing Willamette University’s MBA for Professionals, he wrote a capstone on how to better serve non-profits as an advisor.
This session is available to registrants only.
General Session
- The Gray Divorce Revisited
Katie Goss, JD, Attorney / Shareholder, Gevurtz Menashe Larson & Howe PC
This session is available to registrants only.
General Session
- Break
This session is available to registrants only.
General Session
- The True Cost of Waiting
Stephanie Johnsen, Regional Account Manager, 1st CHOICE Advisory Services
Jenn Buman, Housing and Care Advisor, 1st CHOICE Advisory Services
Jenn Buman
Jennifer Cook-Buman holds a bachelor's degree in Sociology from the University of Washington with a pre-med focus, and an MBA from Marylhurst University. She began her career in corporate America, gaining experience in both management and sales before transitioning to senior housing and care. In 2007, Jennifer founded a successful senior housing and care referral agency, providing guidance to seniors and their families through complex transitions. In 2024, she sold her business to 1st CHOICE and joined the agency full-time as a Housing & Care Advisor serving the Portland Metro area. She has served as Board Treasurer for the Metropolitan Senior Network and remains active in OSRAA, a leading association of referral agencies in Oregon. Jennifer combines her business acumen with deep expertise in senior housing to support families and professional partners navigating critical care decisions.
edited 9/19/25
This session is available to registrants only.
General Session
- Closing Remarks and Conference Adjourns
This session is available to registrants only.
Non-Member Price $395.00
Member Price $315.00