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 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.
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
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
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