Planning News. Smart Investments 2007 FPA OF MID-OREGON QUARTERLY CHATPER MEETING TUESDAY 14TH TH, 2006 , NOVEMBERN 3 HOURS CFP CE OFFERED

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1 FINANCIAL PLANNING ASSOCIATION OF MID-OREGON Planning News Volume 5 Issue 8 November 2006 FPA OF MID-OREGON QUARTERLY CHATPER MEETING TUESDAY, NOVEMBERN 14TH TH, 2006 Mark Kalinowsky Senior Vice President & Western Division Director, Loring Ward Advisor Services San Jose, CA Mark Kalinowsky oversees the management of advisors and client relationships throughout the western United States. With a financial services career spanning more than 15 years, Mark has experience with portfolio management, investing management, and the impact of investor behavior on portfolio returns. Prior to joining Lorning Ward as a Managing Director in 2004, Mark worked for more than 6 years with Assante Asset Management s Canadian operation, where he was most recently Vice President of Sales and Services for Central Canada. Jason Polansky,CFA Portfolio Manager JP Capital Management Eugene, OR Jason graduated with honors from the UO Lundquist School of Business. After graduation he managed portfolios for Juniper Capital here in Eugene for several years. Last year, Jason obtained his Chartered Financial Analyst (CFA) designation and started his own company, JP Capital which specializes in the management of portfolios utilizing a wide variety of individual securities which he researches and selects. Todd Blickenstaff Senior Portfolio Manager US Bank Private Asset Management Portland, OR Todd has a degree in Business Administration from the UO as well as an MBA from Portland State. He also graduated from the Cannon Trust School. Todd was Senior Portfolio Manager for BCM Management from 1983 to 1994 where he wrote company and industry reports and managed a taxable bond fund. Since 1994, he has been Senior Portfolio Manager for U.S. Bancorp Private Asset Management where he manages tax-efficient investment portfolios for high net worth individuals, employee benefit accounts and businesses. Smart Investments HOURS CFP CE OFFERED The Dow Jones Index has made a record high. Interest rates have stopped rising. The housing market is weakening. The U.S. savings rate is now negative for the first time since the 1930 s. What s it all mean? We will look at all this and more as we search for investment opportunities and watch for investment pitfalls to avoid. Join us for an in-depth program focusing on investment strategy for 2007 and beyond. We are fortunate to have with us these articulate and knowledgeable speakers who will give us three perspectives on investing in the year ahead. The first half of the program will consist of separate presentations on investment strategy by each speaker. The second half will be a panel discussion moderated by Kelley Hook, Investment Analyst for Journey Tree Financial Planning & Investments.

2 2 Lunch 12:30 p.m. 1:00 p.m. - 4:00 p. m. 3.0 Hrs CFP CE FPA Member $45 For Lunch And Program Non-Member $55 For Lunch And Program Guest $15.00 Downtown Athletic Club 999 Willamette St., Eugene, OR RSVP to: Lmbarba1@yahoo.com Or Call

3 MEETING DATES NEW QUARTERLY FORMAT EACH PROGRAM WILL OFFER 3 HRS CFP CE January 23 Creative Real Estate 2007 "Getting Up to Date with Real Estate" Finding the best mortgage option for your clients, 1031 Tax-deferred Exchanges, April 17 Practice Management May 23-Symposium September 18 Financial Planning Strategies November-13 Smart Investments 2008

4 4 FPA of Mid Oregon Board Of Directors Linda Thomas-Bush CFP, CTFA President US Bank Carlene Carter, CFP President Elect Co-Program Director Carter & Carter Financial Rene` Nelson Certified Mortgage Planner President Elect 2007 Western Mortgage Brokers, Inc 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 AIF : Candidate for CFP Certification Co Programs Director Socially Responsive Financial Advisors patricia@responsivefinancial.com Jonathan Brandt CFP Co Programs Director Journey Tree Financail Planning and Inviestmests jonathan@journeytree.com David Bonebrake CFP Membership Director Bonebrake Financial Planning and Investments david.bonebrake@brecek.com Donnie Carptener AIF : Candidate for CFP Secretary Elect Alison,LLC Investments Advisors donnie@alisonllc.com Linda Barba Executive Directors Lmbarba1@yahoo.com Linda Thomas- Bush FPA of Mid- Oregon 2006 President US Bank Trust Greetings: With the ghosts and goblins behind us, it s time to think turkey, in anticipation of thinking Santa very soon. Do you have your Christmas shopping done? I haven t even thought about mine yet! We hope you enjoy the new format for our meetings, starting in November. As we have previously mentioned, your Board of Directors have decided to move to a quarterly format with a beefed up agenda and more continuing education hours. Our first quarterly meeting features three highly qualified speakers who will update us on the State of the Economy and Investment Markets Your previous Chapter President, Michael Syman- Degler, has also been diligently working on the 7 th annual Spring Planning Symposium scheduled for May 23, 2006 at the Valley River Inn. I hope to see everyone at the DAC on November 14 th for the first expanded quarterly meeting! Linda S. Thomas-Bush, CFP, CTFA President, Mid-Oregon Chapter

5 5 FPA OF MID-OREGON 2006 C SCHEDULE Join us for our NEW 2007 Quarterly Meeting Format NOVEMBER 14 Smart Investments 2007: Hear from a Portfolio Manager and other Investments Professionals on Where They See the Best Opportunities (3 hours CE) January 23rd 2007 Creative Real Estate 2007 Rene Nelson Certified Mortgage Planner Western Mortgage Brokers, Inc Mortgage Strategies To Build Wealth 2006 CALENDAR OF UPCOMING EVENTS 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! Learn how to use advanced mortgage planning and asset allocation to help clients achieve lifestyle benefits without sacrificing investment and financial stability. Topics to be covered: Reverse mortgages and strategic mortgage financing options for 2007 in a changing market. Robert W. Nelson CCIM PacWest Real Estate Investments, LLC 1031 Tax Deferred Exchanges Learn how to decrease your professional liability when counseling your client who owns real estate. Topics to be covered: Benefits and dangers of a 1031 Tax Deferred Exchange. Call Or Lmbarba1@yahoo.com

6 6 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. November 4th Mike Denny November 11th Carl Woideck November 18th Tim Clarke Novemver 24th No Jazz No Cover Charge, the public is welcome! Third Thursday Tasting: McClasky Fine WInes 2007 MEETING DATES NOTE NEW QUARTERLY FORMAT January-23 April-17 May 23- Symposium September-18 November-13 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. Linda Barba with your info from above: Lmbarba1@yahoo.com

7 7 **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:

8 8 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!

9 9 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! Chapter Meeting Information hapter meetings are held Januy through December, excluding une, July and August, with a ymposium in May. Starting with e November 2006 meeting, we ill be moving to a quarterly eeting format. Stay tuned for etails. 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. 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 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.