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. Call Early!

Event Information

Included in pricing:

Full breakfast

Full lunch

Coffee and Refreshment Breaks

Speakers

5 Hours WA CE APPROVED!

8 Hours OR CE APPROVED!

NAIFA Oregon - Portland/NW Oregon and MDRT are collaborating to bring nationally recognized local speakers to Winterfest 2019:

Tim Clairmont, CFP, MSFS

Founder and CEO, Clear Financial Partners

“Building a Financial Services and

Property/Casualty Business”

Marie Pearman, CPA, CGMA

Founder, Radix Accounting

“Opportunities for Agents, Advisors,

and their 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

“Working with a Questionably Comptetent or Incapacitated Client”

John Lenz

President, Lenz Financial Group

“Retirement income planning in the face

 of market volatility and rising interest rates”

Mark Rosenbaum

President and CEO, Rosenbaum Financial

Robert Clark

RVP, Petersen International Underwriters

Gaylord Davis

Financial Representative, Northwestern Mutual