Planning News 13TH. Smart Investment 2008

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FINANCIAL PLANNING ASSOCIATION OF MID-OREGON Planning News Volume 7 Issue 4 November 2007 FPA OF MID-OREGON QUARTERLY CHATPER MEETING TUESDAY, NOVEMBERN 13TH TH, 2007 Smart Investment 2008 3 Hrs CFP

Does the decline in the dollar mean that better investment options lie outside the U.S.? Join us for our popular annual look at the economy and investments.

Featured speakers include: Carsten Henningsen of Portland, is the founder of Portfolio 21, a global mutual fund investing in companies.

1 FINANCIAL PLANNING ASSOCIATION OF MID-OREGON Planning News Volume 7 Issue 4 November 2007 FPA OF MID-OREGON QUARTERLY CHATPER MEETING TUESDAY, NOVEMBERN 13TH TH, 2007 Smart Investment Hrs CFP CE Concerned about the increasing volatility of the markets? Unsure what impact the housing market downturn will have on the economy and investments? Does the decline in the dollar mean that better investment options lie outside the U.S.? Join us for our popular annual look at the economy and investments. Attendees at last year s edition of Smart Investments loved he opportunity to hear from top-notch money managers on successful investment strategies o use for the coming year. Featured speakers include: Carsten Henningsen of Portland, is the founder of Portfolio 21, a global mutual fund investing in companies. incorporating environmental sustainability into their business strategies. Carsten s $176 million fund has 5 year average annual return of 21.8% and is up 15% year to date according to Morningstar. Jay Namyet, MBA, Chief Investment Officer of the University of Oregon Foundation, has over 25 years experience managing investments. He has an MBA from New York University and had a career as a proprietary trader with Paine Webber before agreeing to oversee the Foundation s $600 million in investments. Michael Stalker, CFA, is founder and portfolio manager for MCS Financial Advisors in Eugene whose focus is providing high net worth clients with holistic wealth management advice. Michael has received high rankings for investment performance among top conservative investment managers and has been quoted in such publications as Barron s, the Wall Street Journal, and Los Angeles Times.

2 2 Lunch ~ 12;30 pm Program ~ 1:00 4:00 pm 3 Hrs CFP CE Lunch And Program FPA Member $45 Non~Member $55 Lunch And Program 1st Time Guest $15.00 If wanting CE $45.00 Downtown Athletic Club 999 Willamette St., Eugene, OR RSVP to: Lmbarba1@yahoo.com Or Call

3 3 NEW QUARTERLY FORMAT Each program will offer 3 hrs CFP CE, Oregon Insurance CE. When it applies Mark your calendars 2008 Chapter Meeting Schedule (Tentative) January 15th ~ College Planning ~ 529 Plan Update March 18th ~ Practice Management May 20th ~ Best of the Best Symposium September 16th ~ Silver Tsumani ~ How To Advise The Boomer Surge November 18th ~ Smart Investments 2009

4 FPA of Mid Oregon Board Of Directors Charlene Carter, CFP President Co-Programs Director Carter & Carter Financial 541.683.2900 charlene@carterandcarter.

4 4 FPA of Mid Oregon Board Of Directors Charlene Carter, CFP President Co-Programs Director Carter & Carter Financial Rene` Nelson CMPS President Elect 2008 Western Mortgage Brokers, Inc Larry Jaffe Treasurer Larry Jaffe P.C Donnie Carpenter, Candidate for CFP Secretary MCS Financial Advisors Michael Syman-Degler, CLU, CFP Corporate Sponsorship Director Symposium Director Farmer s Financial Services michael@syman-degler.com Tish Hathaway, CFP Co Programs Director Hathaway Financial Services Patricia@HathawayFinancialServices.com Jonathan Brandt CFP Co Programs Director Journey Tree Financial Planning and Investments jonathan@journeytree.com David Bonebrake CFP Membership Director Bonebrake Financial Planning and Investments david.bonebrake@brecek.com Linda Barba Executive Director Lmbarba1@yahoo.com Linda Thomas-Bush CFP, CTFA Public Relations US Bank lindas.thomas-bush@usbank.com Charlene Carter FPA of Mid-Oregon 2007 President Carter and Carter Financial Greetings, Thank you for helping make our September meeting a success. John Lenz provided great insight and entertainment while teaching the continuing education session. Our November meeting will be extremely insightful as we look forward to the 2008 year. Please sign up early and bring a guest. Your participation is important to our continued success. Here's a summary of the upcoming meeting. Concerned about the increasing volatility of the markets? Unsure what impact the housing market downturn will have on the economy and investments? Does the decline in the dollar mean that better investment options lie outside the U.S.? Join us for our popular annual look at the economy and investments. Attendees at last year s edition of Smart Investments loved the opportunity to hear from topnotch money managers on successful investment strategies to use for the coming year. Thank you for your support and participation.

5 5 FPA OF OF MID-OREGON 2007 CALENDAR OF UPCOMING EVENTS REGON 2007 C 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 Jazz UPCOMING begins EVENTS at 8:00 AT THE pm DOWNTOWN to 11:00 ATHLETIC every CLUB Sat- Saturday evening in the AX BILLY GRILL SPORTS BAR on the third floor of the Downtown Athletic Club at 999

6 6 Jazz UPCOMING begins EVENTS at 8:00 AT THE pm DOWNTOWN to 11:00 ATHLETIC every CLUB Sat- 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 Third Thursday Tasting: 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 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.

8 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 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.

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

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