Annual Event

3rd Annual Workshop & Dinner Meeting

Spokane Club Pic
The Davenport Hotel
Early Bird Room on Lower Level
10 S Post Street
Spokane, WA 99201

Wednesday, November 14th, 2012

 

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2012 Workshop Speakers 

 

Stephen Weshing 

Stephen Weshing, CFP ® is the author of the forthcoming McGraw Hill book Stop Asking for Referrals, A Revolutionary New Strategy for Building a Financial Services Business That Sells Itself. Steve entered the investment and financial planning industry in 1987.  He has been COO of a national broker/dealer and President of a regional BD.  Steve has authored articles for the Journal of Financial Planning on referrals and client advisory boards, and been quoted in many trade and popular publications, including Financial Planning, Investment Advisor, Financial Advisor, Investment News and USA Today.  In addition to his own blog, he is a blogger for Advisors4Advisors.com and financial-planning.com.  www.theclientdrivenpractice.com

 

 

Lynn Christofferson

 

Lynn Christofferson is a Disability Income Specialist for Pacific Advisors. Lynn graduated from the University of Maryland with a degree in Psychology. She joined the insurance industry in 1987 with New England Life, now known as MetLife, to work as a personal producer, and in 1991 moved to Guardian to become a Disability Income Supervisor. In January, 2008, she joined Pacific Advisors and took on a role of Disability Income Specialist, working primarily from the Greater Spokane Area. Lynn has taught Continuing Education classes for over 15 years and is certified to teach in Washington, Idaho, Oregon, Montana and Alaska. She has spent time volunteering for Displaced Homemakers, which assists recently divorced women prepare for and obtain jobs.

http://www.pacificadvisors.net/about-us/lynn-christofferson/

 

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Schedule of Events

 

The Davenport Hotel, Early Bird Room

 

09:30 AM             Registration Desk / FPA Membership / Sponsor Exhibits

 

10:00 AM             CFP® Ethics Workshop

 

          All CFP® professionals must obtain 2 hours of ethics credit bi-annually.  This program is designed to fulfill that requirement.

 

          CE Credits:          CFP® Approved/2 hours (Ethics)

 

12:00 Noon         Registration Desk / FPA Membership / Sponsor Exhibits

 

                                Lunch on your own.

                               

01:00 PM             The Client Driven Practice:  Stop Asking For Referrals                                                                                                    

Stephen Wershing, CFP® wants you to know your clients want to do more for you if you will take their advice. Wershing coaches financial advisors to engage their best clients in driving the strategic plan of their practices.  His firm, The Client Driven Practice, teaches advisors how to focus their business on what clients’ value most, resulting in elevated productivity, higher profitability, and dramatically increased referrals.

 

CE Credits:           CFP® No credit (Practice Management)

                                                               

02:40 PM             Registration Desk / FPA Membership / Sponsor Exhibits

 

                                Break w/light refreshments.

 

03:00 PM             “Insuring High Income Professionals and Business Owners”

 

Lynn Christofferson, a Disability Income Specialist for Pacific Advisors.  She will be Reviewing the new higher issue & participation limits, How to combine multiple companies to get to those limits, Utilizing a retirement disability policy to achieve specific planning goals, Understanding group disability plans, What makes benefits taxable versus tax free, What business disability products can you use to compliment individual policies, How does a buy-sell disability policy work, and Why should a business owner adopt a Qualified Sick Pay Plan.

 

CE Credits:          CFP® 2 hours CE for WA and ID

                                                 CPA Recommended/2 hours CPE              

 

 

The Davenport Hotel, Flowerfield Room

05:00     Social Hour

 

06:00     Annual Dinner & Chapter Meeting

 

08:00     Adjourn


Overnight Accommodations

As a special enticement for our out of town members and friends, The Davenport Hotel is offering special rates for this event! Deluxe rooms at the Devenport Hotel, Hotel Lusso, or The Davenport Tower begin at $139/night for double occupancy. The offer is subject to availability, so reserve early and don't forget to mention the Financial Planning Association!

For Reservations please call: 888-899-1482 or visit The Davenport Hotel Website

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