October 24, 2018

Ted’s Speaking Engagement at Oregon Society of CPAs Retirement Planning Conference in Portland


Update: To watch the webinar on Adobe Connect, please follow this link.


Designed For

Tax professionals looking for an update on retirement planning issues for themselves or for their clients!


This program is designed to provide you with an overview of the latest developments on retirement planning related issues.

Major Subjects

  • AI and the Future for CPAs in Retirement Planning
    Ted Sarenski, CPA/PFS, CFP, AEP
    Blue Ocean Strategic Capital LLC, Syracuse, NY
  • Charitable Planning Strategies in Retirement
    Lon Dufek, CPA, CFP
    Providence Foundations – Office of Gift Planning, Lake Oswego, OR
  • The Benefits of Income Distribution Planning, Leading Into, & During Retirement
    Jim Corbeau, MBA, CFP, CDFA
    Springwater Wealth Management, LLC, Portland, OR
  • Updating Your Estate Plan for Retirement
    Jennifer Woodhouse, Attorney
    Schwabe Williamson & Wyatt, Portland, OR
  • Retirement Planning for Millennials
    Kevin Chambers
    Headwater Investments, McMinnville, OR
  • Cash Balance Pension Plans – Maximizing Deductions While Building Your Retirement Nest Egg
    Vincent Cacciottoli, Attorney
    Garvey Schubert Barer, Portland, OR
  • Understanding Medicare
    Beth Moffett
    Understanding My Medicare, Scappoose, OR

To learn more about the event or read Ted’s Bio, please visit Oregon Society of CPAs’ website.