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2019 November Ethics Program
Hilton Garden Inn - Downtown Seattle
1821 Boren Ave
Seattle, WA 98101
206-467-7770

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Thursday, November 14, 2019, 11:15 AM - 3:20 PM PDT
Category: Events

Register for the November Ethics Program

Gain access to local and global insights about financial news and trends by attending FPA Quarterly meetings. Join us this November to take a break from the office and have lunch with colleagues while learning something new. This program has been approved for two CE ethics credits with one more pending. 

Registration Rates:

FPA Members: $75
Non-Member: $95
Board Member: $50

 

Register 

Program Agenda

11:15 AM - 11:45 AM Registration and Networking
11:45 AM - 12:00 PM Welcome and Sponsor Presentation
12:00 PM - 1:00 PM Planning for College- Paula Bishop, CPA - CFP® Credit Approval Pending 
1:00 PM - 1:10 PM Break
1:10 PM - 2:10 PM Ethics Training Hour 1 - CFP® Credit Approved
2:10 PM - 2:20 PM Break
2:20 PM - 3:20 PM  Ethics Training Hour 2 - CFP® Credit Approved

 


"Helping Your Clients with College Financial Aid"
Presented by Paul Bishop, CPA

Biography

Paula holds a Finance Degree from the Wharton School, University of Pennsylvania and an MBA from the University of California at Berkeley. She is a member of the Washington Society of CPAs and the National Society of Tax Professionals. Paula is the Past President of the Accounting and Financial Women's Alliance in Bellevue, WA. Paula is also an active member of the National College Advocacy Group (NCAG) whose mission is to respond to the challenges facing college-bound students and their families. Paula has been quoted in Money Magazine, the New York Times and the Chronicle of Higher Education. She recently was part of a panel on NPR discussing the 2018 tax changes as they relate to college. More information can be found at www.paulabishop.com.

 Presentation Description 

This topic focuses on how a financial advisor can help their clients with paying for college issues. The formulas used to determine how families can qualify for financial aid and how savings affect aid will be discussed. We will address how to use income and asset strategies to lower the cost of college for families. Participants will learn concrete steps on how to determine what aid would be given to a family for particular colleges, whether need-based aid or merit aid. Participants will gain an exceptional understanding of the financial aid process that can possibly save their clients thousands of dollars.

Learning Objectives

  • Learn how Financial Planners can help their families with paying for college issues
  • Understanding how 529 plans owned by Grandparents accounts might hurt the student's financial aid package
  • Learn how the financial aid system works
  • Learn the formula that colleges use to determine Financial Aid
  • Discuss college savings plan options in addition to 529s 
  • Document the steps for families to estimate financial aid they might receive 
  • How to respond to questions from parents: "If we don't qualify for aid, how else to pay for college?"

Ethics Program
Presented by Jeff Rattiner, CPA, CFP®

Biography

Jeff Rattiner, CPA, CFP educates financial advisors on how they can prepare for the CFP® Certification Examination through his nationally recognized “Rattiner’s Financial Planning Fast Track®” program, which has won critical acclaim as the cover story in the December 2001 issue of Financial Planning Magazine & the October 2009 issue of The Register. His lively and entertaining teaching style has served professionals well for over 30 years. His classes have been held at New York University, The American College, University of California, Metropolitan State College of Denver, The Ohio State University and Arizona State University, & at dozens of financial service companies. 

Mr. Rattiner authored "Rattiner’s Review for the CFP Certification Examination", “Rattiner’s Financial Planner’s Bible”, and “Personal Financial Planning for Divorce” for John Wiley; “Getting Started as a Financial Planner” for Bloomberg Press; Financial Planning Answer Book for CCH; “Adding Personal Financial Planning to Your Practice” for AMA; & “Personal Financial Planning Library” for Harcourt Brace. 

He has been the Director of Professional Development & Corporate Sponsorship for the ICFP,  Director of Technical Standards for CFP Board, & PFP Technical Manager at AICPA.