Planning News EBRUARY 21ST CREATING PRIVATE PENSION PLANS INSURANCE ETHICS STARING: JOHN LENZ, LENZ FINANCIAL JOHN IS ALWAYS ENTERTAINING

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1 FINANCIAL PLANNING ASSOCIATION OF MID-OREGON Planning News Volume 5 Issue 2 February 2006 FPA OF MID-OREGON MONTHLY CHAPTER MEETING TUESDAY UESDAY,, FEBRUARYF EBRUARY 21ST ST 2006 Lunch 12:30pm First Session 1:00-2:00 2nd Session 2:00-4:00 FPA Member $25 Non-Member $40 (cost includes lunch & CE) Lunch only - member $ Each hour CE $10. Lunch only Non-Member $20. Each hour CE $20. Downtown Athletic Club 999 Willamette St., Eugene, OR CREATING PRIVATE PENSION PLANS INCOME SOLUTIONS IN VARIABLE ANNUITIES, WHAT S NEW? GUARANTEED INCOME SOLUTIONS. PROS/CONS & PITFALLS JASON HELLBURG & BILL DRIVER JOHN HANCOCK 1 HR CFP & OR INS CE 1:00-2:00 INSURANCE ETHICS STARING: JOHN LENZ, LENZ FINANCIAL JOHN IS ALWAYS ENTERTAINING AND INFORMATIVE 2 HRS OR INS CE 2:00-4:00 RSVP to: Lkats@yahoo.com

2 2 FPA of Mid Oregon Board Of Directors Linda Thomas-Bush, CFP,CTFA President Linda Thomas-Bush CFP,CTFA Carlene Carter, CFP President Elect Co-Program Director Carter & Carter Financial David Hinson, CPA, CFP Treasurer Legacy Financial Services, Inc Mike Ritchey, CFP, MBA Secretary Future Planning Systems Michael Syman-Delger, CLU, CFP Sponsorship Director Farmer s Financial Services michael@syman-degler.com Tish Hathaway Co Programs Director Socially Responsive Financial Advisors patricia@responsivefinancial.com David Bonebrake Membership Director Bonebrake Financial Planning and Investments david.bonebrake@brecek.com Lori Kats and Linda Barba Co-Executive Directors Lmbarba1@yahoo.com Linda Thomas-Bush FPA of Mid-Oregon 2006 President US Bank Trust Greetings to All: Did you attend the FPA s 2005 Annual Conference in San Diego last year? No? Neither did I, but Michael Syman-Degler did, and he s more than happy to talk about it. Our FPA Chapter also purchased the video tapes (DVDs, actually) and you re more than welcome to check them out from our library at Socially Responsive Financial Advisors. If you re interested, contact Tish Hathaway at or by at Patricia@ResponsiveFinancial.com. There s no charge to chapter members. It s the goal of your Board of Directors to add to the library as interesting topics come up and our finances permit. There s been a change to our April meeting. Max Bolka, Comprehensive Business Consulting, was scheduled to come for our April 18 meeting. He is no longer able to make it, but your program committee has done an excellent job of securing Andrew Foster of Matthews Asian Fund to talk to us about the Asian markets from a money manager s prospective. The bigger change is that Andrew was not available on the 18 th, so our April meeting has been moved to Monday, April 17. Please mark your calendars it should be an excellent presentation with CE credit available. Our February meeting features Jason Hellburg and Bill Driver of John Hancock. They will educate us on Creating Private Pension Plans, talking about income solutions in variable annuities and the pros/cons and pitfalls of guaranteed income solutions. Jason and Bill will present from 1:00-2:00 pm, which has been approved for one hour of CFP CE. For insurance people needing their ethics credit, we re offering Insurance Ethics by John Lenz of Lenz Financial as the afternoon portion of the February meeting from 2:00-4:00 pm. I know you ll enjoy John s entertaining and informative way of presenting the information. I hope to see everyone at the DAC on February 21. Linda S. Thomas-Bush, CFP, CTFA President, Mid-Oregon Chapter

3 3 FPA OF OF MID-OREGON 2006 CALENDAR OF UPCOMING EVENTS REGON 2006 C February 21 Jason Hellburg & Bill Driver Creating Private Pension Plans John Hancock John Lenz Lenz Financial Insurance Ethics Golden Circle Sponsors are greatly appreciated annual supporters of the FPA of Mid-Oregon. Thank You for your continued support of the Financial Planning Profession! March 21 Mark Tibergien What s Your Practice Worth? Moss Adams, CPA April 17th MONDAY Andrew Foster A Money Managers Perspective Co-manager for the Matthews Asia Pacific Fund, and manager of the New India Fund. Matthews Asian Fund May 23rd Annual Spring Planning Symposium 2006 MEETING DATES January-17 Febuary-21 March-21 April-17 MONDAY May 23-Symposium June-No Meeting July-No Meeting August-No Meeting September-19 October-17 November-21 December-19

4 4 UPCOMING EVENTS AT THE DOWNTOWN ATHLETIC CLUB Jazz begins at 8:00 pm to 11:00 every Saturday evening in the AX BILLY GRILL SPORTS BAR on the third floor of the Downtown Athletic Club at 999 Willamette Street. No Cover Charge, the public is welcome! Saturday February 11, 2006 Carl Woideck Saturday February 18, 2006 Olem Alves Trio Saturday February 25, 2006 Tim Clarke Third Thursday Tasting - Thursday, February 16, 5:30 to 7:00 p.m. Eric Anderson from Trinchero Family Estates will feature Trinchero Cabernet, Trinchero Chardonnay, as well as some estate favorite blends. Free and open to the public.. Make your reservations for your special Valentines Dinner early. Tuesday, February 14, 2006, 5:00 pm to 10:00 pm in the Ax Billy Grill featuring a special menu for the evening by reservation only. Make reservations by calling ext 215. THE FINANCIAL PLANNING ASSOCIATION OF MID-OREGON MISSION STATEMENT To provide an educational and networking forum for Financial Service Professionals that increases public awareness of the benefits of the financial planning process and promotes high ethical standards. BECOME A MEMBER TODAY!

5 5 **NOTICE** Due to the high number of members forgetting to RSVP for Chapter Meetings, as of January 2006 we will be reinstating the past policy of charging an additional $5 for walk-ins. We encourage you to RSVP 24 hours in advance to: NEW REQUIREMENT FOR CFP BOARD REGISTERED CE SPONSORS: Effective January 1, 2006, the CFP Board will require all CE Sponsors to report attendee lists electronically. That means that for those of you that come to our chapter meetings and want CEs, this will be a much easier process for you. Here is what we will need from you in order to make this work: Social Security Number OR CFP Registrant ID Last name, first name, middle initial That s it! We ll keep your information in a database so that you only need give it to us once. No CE Certificates will need to be issued any longer. You will now go online to check the status of your CE hours. Within 2 business days of each meeting, your CE hours will be posted. Please visit: for more information. Lori Kats with your info from above: Lkats@yahoo.com

6 6 FINANCIAL PLANNING LANNING ASSOCIATION SSOCIATION OF MID ID-OREGON MEMBERS EMBERS!!!!!! T AKE ADVANTAGE OF THIS S PECIAL OFFER FFER: 1 Year Luncheon Ticket $120 (Purchase a Year Luncheon Ticket with one hour of CE and Save $80.00 over individual purchase) Year Luncheon Ticket entitles bearer to a paid lunch for all chapter meetings held in 2006 and the first hour of CE presentation. Additional CE hours are not included and hours are limited to one monthly. No refunds will be given for meetings not attended.

7 7 FPA of Mid Oregon P.O. Box 1452 Eugene, OR Voic Mission Statement Financial Planning Association of Mid-Oregon Provide a forum for financial service professionals to engage in the following activities for the ultimate benefit of the consumer. Education and professional development Promote high ethical standards of practice Network with professionals In related disciplines Encourage and promote public awareness of benefits and planning BECOME A MEMBER TODAY! Place Your Ad Here! Looking for Professional contact in the Lane County Area? Place your advertisement in the Mid-Oregon Planning News and reach a multitude of professionals in one easy step! Mid-Oregon Planning News monthly advertising rates: Business card $25 Quarter Page $80 Half Page $110 Full Page $180 Run your ad for consecutive months and receive a volume discount! Co-Executive Directors Lori Kats and Linda Barba at Lkats@yahoo.com or for further information. Chapter Meeting Information Chapter meetings are held January through December, excluding June, July and August, with a Symposium in May. Monthly meetings include a buffet lunch, networking opportunities with allied professionals and a program designed to provide education and professional development. Parking: Parking is available and validated for the Overpark located on 10th & Oak St. Guest Policy: You are encouraged to bring a guest to a meeting. First time guests are free. Please include the name of guest when registering. Cancellations: Cancellations must be no later than 24 hours before meeting date. Please register no later than 24 hours prior to the meeting date. To register, call FPA voic at or Lkats@yahoo.com Membership in the FPA. A valuable asset The FPA is a dynamic organization able to offer its members many benefits. As a member of the FPA, you will gain access to a combination of the best networking opportunities, peer reviewed publications, continuing education, practice management tools, and career development support. FPA is your link to the best resources available to help you succeed as a professional in the financial planning community. For information regarding membership to the FPA please contact: Membership Director: David Bonebrake or Co-Executive Directors Lori Kats or Linda Barba at LKats@yahoo.com or Applications are also available at our monthly Chapter Meetings held at the Downtown Athletic Club. Additional information regarding the FPA can be found at our website, with links available to the National Foundation.