Planning News 24TH. 3 Hrs CFP CE & 3 Hrs OR INS

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1 FINANCIAL PLANNING ASSOCIATION OF MID-OREGON Planning News Volume 9 Issue 4 November 2009 FPA OF MID-OREGON QUARTERLY CHAPTER MEETING TUESDAY, NOVEMBERN 24TH TH, Hrs CFP CE & 3 Hrs OR INS Paul Nicely ~Regional Vice President Eaton Vance Paul has ten years of industry experience, and has been with Eaton Vance for about six years. Prior to his career at Eaton Vance, he served as a financial advisor in Portland, Maine. His duties today are to work with Independent and Bank Financial Advisors in WA and OR. His products include, open and closed-end Mutual Funds, SMA s, Exchange Funds, Alternative and specialty products. Paul is your local resource to Eaton Vance and our Suite of product solutions. Together we try our best to navigate markets and provide product solutions for your clients. Paul earned his B.S. at the University of Delaware business school with a concentration in Finance. He also acquired a minor in Economics, and was invited to join the National Society of Collegiate Scholars and the Golden Key National Honor Society as a result of his academic excellence. When not working Paul enjoys, Golfing, Skiing and Boating. Robert Straton ~ Cole Real Estate Investments Robert Straton, Senior Vice President with Cole Real Estate Investments will speak for roughly 30 minutes. The presentation will provide an update on real estate markets, value of real estate in an investment portfolio, Cole strategy, and an overview of future trends. Since 1979, Cole has introduced over 100 investment programs and manages a portfolio of properties valued at approximately $4.0 billion across 45 states and the U.S. Virgin Islands. Our mission at Cole is to meet our investors' needs for income, capital preservation, and capital gain through real estate investment products. Cole uses a conservative financing in the acquisition of properties and seeks to build portfolios diversified by geography, industry and tenant type. Cole strategy focuses on investing in retail commercial properties with, national or super regional brand tenants, long term leases, double or triple net leases. Will Lana~ Trillium Assets Management Will is a portfolio manager and equity analyst in our California office. Prior to joining Trillium in 2008, Will had worked at the boutique socially responsible investment firm Journey Tree Financial. He holds an M.B.A. from the University of Washington's Foster School of Business and a B.A. with honors from the University of California, Los Angeles. Will is a 2010 Level III candidate in the Chartered Financial Analyst Program. He is a member of Net Impact and serves on the board of directors for Grass Commons, a non-profit developing software to encourage sustainable shopping habits.

2 2 Pricing for November Meeting Lunch ~ 12:30 pm Short Program Lunch and 1st Hr Presentation $ Hrs CFP CE 3 Hrs OREGON INSURANCE CE(pending) 1:00 ~ 4:00 pm FPA Member ~ $60 Non-Member~$65 1st Time Guest~ $15 If wanting CE ~$65 Take Advantage Of These Special Offers Save 20% on 2010 Lunches plus CE Includes 4 lunches at Quarterly Chapter Meetings & Any CE Offered Per Presentation Regular Price $ ~ only $ for Early Bird Pre-Paid "The Short Program" Lunch Plus 1 Hour Of Presentation Quarterly Chapter Meetings Regular Cost $ ~ only $80.00 for Early Bird Pre-Paid 4:00 Debriefing at Ax Billy Grill ~ Join Us After The Meeting For an Hour Of Lively Conversation, Sharing your Thoughts, Ideas, and Insights Year Luncheon Ticket entitles bearer to a paid lunch for all Quarterly Chapter Meetings held in 2010 and any CE's offered per presentation. Must purchase on or before the January 2010 meeting. No refunds will be given for meetings not attended Downtown Athletic Club 999 Willamette St., Eugene, OR RSVP to: Lmbarba1@yahoo.com Or Call

3 3 QUARTERLY MEETING FORMAT Each program will offer 3 hrs CFP CE, Oregon Insurance CE. When it applies Mark your calendars 2010 Chapter Meeting Schedule Tuesday, Jan. 26th 2010 What You Need To Know About Property Casualty Insurance Marriage/Divorce Planning John Wolfe State of the Banks Anne Marie Mehlum Summit Bank Tuesday, March 30th 2010 Roth IRA Conversions Roth IRA Panel Spring Planning Symposium May 2010

4 4 FPA of Mid Oregon Board Of Directors Tish Hathaway, CFP President Co-Programs Director Hathaway Financial Services com Charlene Carter, CFP Public Relations Carter & Carter Financial Craig Weicker President Elect 2011 PenFed Invest Treasurer TBA Janice Dunn, CFP Secretary Programs and Sponsors Carter & Carter Financial Michael Syman-Degler, CLU, CFP Corporate Sponsorship Director Symposium Director Farmer s Financial Services michael@syman-degler.com Craig Weicker Membership Director PenFed Invest craig.weicker@penfedinvest.com Linda Barba Executive Director Lmbarba1@yahoo.com Tish Hathaway F P A o f M i d - O r e g o n P r e s i d e n t Hathaway Financial Services Happy Fall to all! Our September program attracted a record number of attendees, and we thank all of you for your participation. A special thank you to our speakers, John Lenz of Lenz Financial, Ben Coombs, CFP, and Carol Anderson, CFP, president of Money Quotient, and all the great information they provided. Our next program, on November 24 th,, will start off with Paul Nicely from Eaton Vance with his presentation Taxes, Politics and Investments, followed by our always popular Smart Investments 2010 panel. We also hope to have some special festivities since this will be our last meeting before the holidays. And don t forget, we welcome first time guests to our meetings for only $15, so bring someone new with you as well. For those of you who find it difficult to pull away for 3 hours, we have a great new deal for you, starting with our November program. Come for lunch and the first hour of our program for only $25. Our program committee has scheduled this first hour to be of wide interest to all who attend. Our fall social was a huge success. Many thanks to Prudential Annuities - Dennis Kaiser from Prudential for sponsoring this event. Once again we had a great showing, and enjoyed the food and wine at La Velle Winebar Bistro. I think we all agree, it is great to get together, have some fun, and put the rest of the world on hold, even if for only a short while. Don t miss our next Kickback with FPA in February Please welcome and thank our new and on-going sponsors for their continued support: Eugene Public Library Foundation, Jackson Life, Symetra, OHSU, Portfolio 21, and the Oregon Community Foundation. Our partnerships with our sponsors are vital to keep our chapter vibrant and ongoing, so make sure to let them know they are appreciated. If you know of any potential sponsors interested in partnering with us, contact a board member, so that we can bring them on board as well. Our January 29 th meeting will start off with Ann Marie Mehlum of Summit Bank talking about the state of our banking system, followed by our very own Michael Syman-Degler speaking on P & C Insurance. Mark your calendars now, as you will not want to miss this presentation! Thank you for your continued membership and see you in November! Tish Hathaway

5 5 FPA OF OF MID-OREGON 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!

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 "View/Reports CE" 5) Select Report CE 6) Go to Sponsor Search - enter FPA 7) Select FPA Mid-Oregon 8) Then select the course. This will post it to the CFP s class summary. 9) Repeat this exercise for other courses taken by this association.

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! Chapter Meeting Information Chapter meetings are held on a quarterly basic, January ~ March September, ~ November 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 $15.00 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 concact: Executive Director - Linda Barba at Lmbarba1@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.