Planning News CLIENT CENTERED COLLEGE PLANNING TUESDAY UESDAY,, DECEMBERD. Mick Endersbe, MS, ChFC

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1 FINANCIAL PLANNING ASSOCIATION OF MID-OREGON Planning News Volume 4 Issue 9 December 2005 FPA OF MID-OREGON MONTHLY CHAPTER MEETING TUESDAY UESDAY,, DECEMBERD ECEMBER 13, 2005 Lunch 12:30pm First Session 1:00-2:00 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 CLIENT CENTERED COLLEGE PLANNING Mick Endersbe, MS, ChFC Mick is the President of College Planning University, LLC, based in Lakeville, MN. He ll be discussing different ideas and presentations we can share with our clients to build value in our relationships. RSVP to: Lkats@yahoo.com or

2 2 FPA of Mid Oregon Board Of Directors Michael Syman-Degler CFP,CLU, President Syman-Degler Agency Linda Thomas-Bush, CFP,CTFA President Elect Strategic Planning U.S. Bank Trust Scott Schultz Education Director Schultz & Assoc. Law Center Larry Jaffe, CPA Treasurer Larry Jaffe, P.C Patricia Hathaway, AIF Secretary Socially Responsive Financial Advisors Charlene Carter, CFP Sponsorship Director Carter & Carter Financial, Inc Mike Ritchey, CFP Programs Director Future Planning Systems INC David Bonebrake Membership Director Bonebrake Financial Planning and Investments Jack Whitten, CLU Greeter Lincoln Financial Advisors Lori Kats and Linda Barba Co-Executive Directors Michael Syman Deglar,CLU FPA of Mid-Oregon 2004 President Syman-Degler Agency Although this is my last President s letter due to our changing of the guard next month, I m delighted to be bringing you the news of our next meeting and next years Symposium. On December 13 th, we re having a College Planning explosion, with Mick Endersbe from College Planning University, here to bring a two hour funding strategy meeting to our chapter meeting. He ll start after the 12:30 lunch I m sure you won t want to miss it! He ll be working with us on ideas and presentations we can share with our clients to build value in our relationships. And later that evening, we are hosting a planning session open to the public that will be held at 7 p.m. at South Eugene High School, 19 th and Patterson. Please invite one and all to this informative, and tuned-for-thepublic presentation. Mick does these shows dozens of times a year and I m sure you ll be pleased and inspired by both his presentations. We have been distributing brochures about this meeting to all the high schools in the area, at their Senior or Financial Aid nights, and encouraging folks to come for more information on this critical planning issue. Invite your clients and friends, and plan to attend yourself, because Mick likes nothing better than to encourage parents to work with a financial planner in all they do! See you there!...continued on Page 3

3 3 I met with the 2006 Symposium steering committee last week, and we worked out some ideas for the upcoming Spring Planning Symposium, next May 23, 2006 Save the Date! We re planning to bring Bob Veres, of Inside Information, a nationally know columnist and advocate for the financial planning community. Through the efforts of these presidents of the other organizations, John Thomas from the Estate Planning Council, Ian Richardson of the Tax Association, Bob Wright with the SFSP, we re mulling and wooing several speakers of national reknown from insurance ethics, tax planning, senior estate planning, and qualified plan distribution. We hope to have them work together to explore the Common Threads in the Planning Community. You ll be hearing more about the program as plans develop, and early next month, you ll be receiving a postcard to encourage you to plan ahead for that best-ever Spring Planning Symposium! Thanks for a great ride! It s been a pleasure to be a leader of this great Gold Level chapter! Michael Syman-Degler, CLU, CFP President, Mid-Oregon Chapter

4 College Planning University, LLC The Value of A College Education and The Reality of Paying For it Mick Endersbe*, MS, CHFC If your college funding plan has included a 50% increase in tuition and a dramatic drop in the stock market, you are not alone. New financial products and marginal increases in student aid alone won t make the dream for your children s college education a reality. It will take a focused effort and some non-traditional thinking to get back on track. But it can be done! While it is never too late to plan for college, what you ll learn in this fast-paced seminar will make your journey much more enjoyable and much less expensive. Mick will introduce: The Truth About Financial Aid Who gets free money The Three Critical Issues - A mechanism for college investment decision making The Four Partners - Designing your own college plan The Net Cost of College - Learn what college will really cost And many of his other time-tested strategies He ll also discuss: Saving for College the Tax-efficient Way Understanding your options Roth IRAs 529 Plans Coverdell Education Savings Accounts Cash Value life Insurance Leveraging the Family Business Mick Endersbe, MS, ChFC is the President of College Planning University, LLC based in Lakeville, MN. Over the past 18 years he has help thousands of families sort through two of their most important and expensive financial planning decisions choosing and paying for a college. Mick has spoken on the topics of college funding, investments and retirement in over 30 states and has delivered over 300 seminar presentations to corporations and non-profit organizations. His strategies for balancing college and retirement funding have been featured in local, regional and national radio, television and print media. Sponsored by Mid-Oregon Chapter FPA Find a Planner:

5 4 FPA OF OF MID-OREGON 2006 CALENDAR OF UPCOMING EVENTS January 17 Lunch Speaker Geoffrey Ashton, Calvert - What High Net Worth Clients Want Afternoon Speaker Chris Boone, Boone Insurance - Health Insurance & Retirement Planning Febuary 21 John Lanz, Lanz Financial Insurance Ethics REGON 2006 C March 21 Mark Tibergien What s Your Practice Worth? 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! 2006 MEETING DATES January-17 Febuary-21 March-21 April-18 May 23-Symposium June-No Meeting July-No Meeting August-No Meeting September-19 October-17 November-21 December-19

6 5 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 December 10, 2005 Mike Denny Saturday December Tim Clarke Trio Saturday December 24 and 31, 2005 No Jazz THIRD THURSDAY TASTING Thursday, December 15, 2005, from 5:30 to 7:00 p.m. in the Ax Billy Sports Bar, we ll welcome Lost Coast Brewery featuring Downtown Brown, IPA and Oatmeal Stout. Free 21 and up. New Year s Eve Dinner, Saturday, December 31, from 5 p.m. to 10 p.m. in the Ax Billy Restaurant and Sports Bar. A special menu will be prepared. Reservations are required and can be made at the back desk by calling , ext 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!

7 6 **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

8 7 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.

9 8 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! 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. 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. 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. To register, call FPA voic at or Lkats@yahoo.com