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
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