Planning News ASIAN MARKETS: A MONEY MANAGER S PERSPECTIVE SOLO 401K , APRILA MONDAY TH, TH THIS MARKET HAS BEEN HOT, BUT IS

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1 FINANCIAL PLANNING ASSOCIATION OF MID-OREGON Planning News Volume 5 Issue 4 April 2006 FPA OF MID-OREGON MONTHLY CHAPTER MEETING MONDAY, APRILA 17TH TH, 2006 Lunch 12:30 p.m. First Session 1:00 p.m. - 2:30 p.m. 1.5 Hrs CFP CE Second Session 2:30-3:00 FPA Member $30 Non-Member $50 (cost includes lunch & presentation) Lunch only - member $ Each hour CE $10. Lunch only Non-Member $20. Each hour CE $20. Downtown Athletic Club 999 Willamette St., Eugene, OR ASIAN MARKETS: A MONEY MANAGER S PERSPECTIVE THIS MARKET HAS BEEN HOT, BUT IS IT TIME TO INVEST? ANDREW FOSTER MATTHEWS ASIAN FUND 1.5 HRS CFP CES 1:00 P.M. - 2:30 P.M. SOLO 401K RODNEY CONSTABLE OPPENHEIMERFUNDS, INC. 2:30 P.M. - 3:00 P. M. RSVP to: or

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 Linda Thomas- Bush FPA of Mid- Oregon 2006 President US Bank Trust Greetings: What did you think about our March meeting with Mark Tibergien? Wasn t he super? Kudos goes to the Programs Committee of Charlene Carter, Patricia Hathaway and Jonathan Brandt for bringing Mark to us. April s meeting will be no less spectacular with Andrew Foster of Matthews Asian Fund and his topic: Asian Markets: A Money Manager s Perspective. Andrew will speak from 1:00-2:30. In addition to Andrew, we will hear from Rodney Constable of OppenheimerFunds from 2:30-3:00, who will talk about Solo 401k plans. If you haven t heard, OppenheimerFunds, Inc. recently received the 2006 Lipper Fund Award for Best Large Overall Fund Family and Best Large Fixed Income Fund Family. Don t forget the April meeting is MONDAY April 17, instead of our usual Tuesday time slot. Lastly, I hope you have May 23 on your calendar to attend the 6 th Annual Spring Planning Symposium at the Valley River Inn. Registration forms will be going out shortly, with optional electronic registration available through our website. Michael Syman-Degler works all year to make this our premier event. The money we make helps us bring top-notch speakers to our Chapter meetings and enables us to keep our lunch and CE prices at an affordable level. See you all on April 17! 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 April 17th MONDAY Andrew Foster (1:00 2:30 p.m.) A Money Manager s Perspective Matthews Asian Fund Co-manager for the Matthews Asia Pacific Fund, and manager of the New India Fund. 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! Rodney Constable (2:30 3:00 p.m.) Solo 401K OppenheimerFunds, Inc. May 23rd Annual Spring Planning Symposium Valley River Inn 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 April 8, 2006 Carl Woideck Saturday April Guss Russell Saturday April Group Therapy Saturday April 29 Justin Morrell Trio Third Thursday Tasting: Thursday, April 20, 5:30 to 7:00 p.m. in the Ax Billy Sports Bar, join Bill Huggins from McClaskey s Wine who will be featuring wines from Rodney Strong s California collection. EASTER BRUNCH Join us for all your favorite brunch items from Eggs Benedict to carved prime rib, fresh seafood, fresh desserts and everything in between. Sunday April 16 from 10:00 am to 2:00 pm. Reservations can be made at the back desk by calling ext 216. $22.95 adults/children under 12 $10.95/children 5 and 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 Important Notice for CFPs needing CEs!!! Now that we must submit all CFP CEs electronically, all you need to do is go to the CFP website to add the courses you need for your CE requirement to your account. However, people have been entering our chapter's name in different ways and you won't find any classes unless you enter it the way the CFP Board has us listed. Please follow these steps: 1) Go to 2) Login 3) Select "My CFP Certification" tab 4) Select "add CFP" 5) Enter "FPA - Financial Planning Association" (include the hyphen or the site won't come up) 6) Click on "FPA - Financial Planning Association" and a menu of courses offered by the association appear. 7) Click on "Select" aside the course you want and it will be added to your account. 8) There will be a box that you must check that indicates that you did attend this training. Repeat this exercise for other courses taken by this association. The site is very unforgiving for incorrect association names. That's why we wanted to give you the correct spelling. Good luck!

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 conumer. 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 hapter meetings are held Januy through December, excluding une, July and August, with a ymposium in May. onthly meetings include a buft lunch, networking opportunies with allied professionals and program designed to provide ducation and professional evelopment. rking: Parking is available and validated the Overpark located on 10th & Oak St. uest Policy: You are encouraged to bring a est to a meeting. First time guests are e. Please include the name of guest when gistering. ncellations: Cancellations must be no er than 24 hours before meeting date. ease register no later than 24 hours prior the meeting date. To register, call FPA voic at or 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 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.