Friday, March 1, 2019

Wilsonville Holiday Inn, 25425 SW 95th Ave, Wilsonville, OR 97070

EXTRA Early Bird Special

$85 ALL REGISTRATIONS before February 2nd!

$95 for members

$105 for non-members

$125 at the door - don't wait that long!


Celebrating 29 Years of Quality Continuing Education


- Great speakers

- Full breakfast, full lunch, coffee and refreshment breaks

- Exhibitors, and connecting with friends and colleagues

- Opportunities for business growth and networking



When

March 1, 2019

7:00 AM - 5:00 PM

Where

Wilsonville Holiday Inn,

25425 SW 95th Ave,

Wilsonville, OR 97070

Hotel Information

Call (503) 682-2211

Special Hotel Rates

Negotiated. Click below to book!


Event Information

Included in pricing:

Full breakfast

Full lunch

Coffee and Refreshment Breaks


Speakers

8 Hours WA CE Applied

8 Hours OR CE Applied

NAIFA Oregon - Portland/NW Oregon and MDRT are collaborating to bring nationally recognized local speakers to Winterfest 2019. Names and topics will be updated as commitments are secured. Stay Tuned!


Tim Clairmont, CFP, MSFS

Founder and CEO, Clear Financial Partners

“Building a Financial Services and

Insurance Business”


Maria Pearman, CPA, CGMA

Founder, Radix Accounting

“Impacts on Individual Clients in the new tax laws”


PRESENTED BY NEW YORK LIFE:

Rick Hayes, CLU, ChFC, MSFS, AEP

CVP – Advanced Life Sales Officer

Pacific and West Central Agencies – NYL

“Life Insurance Magic!”


PRESENTED BY NEXTVIEW MORTGAGE:

Wes Fitzwater

Partner, Fitzwater Law

“Special Needs & Elder Planning

In Today’s Environment”


John Lenz

President, Lenz Financial Group

Retirement income planning in the face

 of market volatility and rising interest rates”


... And More to Come



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