Financial & Retirement Planning Conference – Webcast

Beth Moffett started her career in 1996 in the Health Insurance industry working with Pacificare Secure Horizons -- working solely on the Medicare line. In her first year she realized this was the path for her career -- helping people understand their medical insurance with patients and care. After some time, she moved departments and handled more of the members troubleshooting. It was here that she developed relationships with both Medicare in Seattle and Social Security office employees locally. When Pacificare Secure Horizons moved their offices to California, she took a short break to work with high school students, placing them in internships and job shadows. Today, she has been working with individuals and families for over 12 years and she is here to stay.

Beth says working with individuals to find the exact plan to meet their needs is very rewarding. She believes in taking care of her clients full circle -- she walks them through the process with compassion and sensitivity as she knows this can be a confusing, hard, and often scary time for most as it involves their health and their pocketbooks. Beth stands firmly behind wanting what is best for her clients over all else. The majority of her clients are throughout Oregon, Washington, and California, but thanks to referrals she has clients all over the US.

(8/10/20)

Rob Greenman

Rob Greenman is the Chief Growth Officer at Vista Capital Partners, a registered investment advisory firm in Portland, OR that manages over $2B of assets for high-net-worth individuals. He is a proud CFP(R) certificate holder and is the past president of the local Financial Planning Association. When he’s not helping to ensure clients optimize their after-tax returns, he can be found exploring Oregon’s beauty with his wife and two daughters. Trail running, tenkara fly fishing, and being an avid Trail Blazers fan round out the rest of his diversified life portfolio.

(5/7/21)

Alex Canellopoulos

As the Director of Investments at Vista Capital Partners, Alex leads the firm's market, fund, and performance-related research, while
overseeing trading processes and staff. By staying on top of the most recent market trends and academic studies, he strives to
simplify portfolio construction while enhancing the investment experience for clients.
Alex holds the CFA© (Chartered Financial Analyst) designation and CFP© (CERTIFIED FINANCIAL PLANNER™) designation,
reflecting his commitment to professional excellence in both investment management and financial planning. He graduated from the
University of Montana with degrees in Finance and International Business and was the captain of the men's tennis team. In his free
time, he enjoys spending time with family and friends, reading non-fiction books, and improving his golf game.

edited 10/24

Jeffrey Levine

Jeffrey Levine, CPA/PFS, CFP, AIF, CWS, MSA is a nationally-recognized and award-winning financial advisor, speaker, and educator. He is the Lead Financial Planning Nerd at Kitces.com, home of the popular Nerd's Eye View blog, and also serves as Chief Planning Officer, Buckingham Wealth Partners.

In 2020, Jeffrey was named to Investment Advisor Magazine's IA25, as one of the top 25 voices to turn to during uncertain times. Also in 2020, Jeffrey was named by Financial Advisor Magazine as a Young Advisor to Watch. He is a past recipient of the Standing Ovation award, presented by the AICPA Financial Planning Division for "exemplary professional achievement in personal financial planning services," and is a member of the 2017 class of 40 Under 40 by InvestmentNews, which recognizes "accomplishment, contribution to the financial advice industry, leadership and promise for the future."

Previously, Jeffrey served as Ed Slott and Company's Chief Retirement Strategist, where his ability to simplify the complex laws that govern individual retirement accounts, combined with his unique blend of humor and tax planning, was first recognized. Jeffrey continues to be an active speaker, traveling the country each year to educate thousands of Financial Advisors, CPAs, Attorneys and consumers on retirement, tax and estate planning strategies.

Jeffrey is the author of The Financial Advisor's Guide to Savvy IRA Planning. He is also the Creator and Program Leader for Savvy IRA Planning®, as well as the Co-Creator and Co-Program Leader for Savvy Tax Planning®, both offered through Horsesmouth, LLC. Jeffrey is a regular contributor to various industry publications, such as Forbes.com and FinancialPlanning.com, and has promoted retirement and tax education on television stations such as CNBC, Fox Business News, CBS and Public Television. He is regularly sought after by journalists for his insights and is frequently quoted in publications throughout the country, including The Wall Street Journal, The Washington Post, USA Today, the New York Times, San Francisco Chronicle, Investment News, Morningstar, ThinkAdvisor, Financial Planning, Financial Advisor, Forbes, Reuters, Barron's, Bloomberg, Kiplinger's, Kiplinger's Retirement Report, Money Magazine, Newsday, MarketWatch, CNBC.com, U.S. News, Smart Money, Retirement Weekly, TheStreet.com, MainStreet.com, AARP, Consumer Reports, Next Avenue, and Yahoo Finance.

edited 10-24-24

Dylan Cernitz

Education
Bachelor of Arts in Political Science, Purdue University, 1997.
Juris Doctorate, Northwestern School of Law, Lewis and Clark College, 2001.
Past Experience
Former Partner at the largest family law firm in the Northwest, 2013-2019
Honors
Super Lawyers Top 50 Lawyers in State of Oregon 2014-2018
Super Lawyers 2013, 2019-2024
Super Lawyers Rising Star 2009-2012
Oregon Academy of Family Law Practitioners, President 2017-2018, Board Member - Current
Oregon State Bar Disciplinary Board Member 2013-2017
Multnomah Bar Association Golf Committee, former Chair
Presenter at Multnomah County Bar Association and Oregon State Bar Association CLEs
Oregon State Bar Family Law and Business Law Section Member

edited 10-24-24

Steven Siegel, LLM (Taxation), JD is president of The Siegel Group, which provides consulting services to attorneys, accountants, business owners, family offices and financial planners. Based in Morristown, New Jersey, the Group provides services throughout the United States.

Mr. Siegel is the author of many books, including: The Grantor Trust Answer Book (2018 CCH); The Adviser’s Guide to Financial and Estate Planning (AICPA 2020); Federal Fiduciary Income Taxation (Foxmoor 2019); Federal Estate and Gift Tax (Foxmoor 2016)). He is co-author of Income Taxation of Trusts and Estates, (Carolina Press 2020). He is the co-author with Richard Oshins, Esq. of The Anatomy of the Perfect Modern Trust, Estate Planning Magazine, January and February 2016.

In conjunction with numerous tax planning lectures he has delivered for the National Law Foundation, Mr. Siegel has prepared extensive lecture materials on the following subjects: Planning for An Aging Population; Business Entities: Start to Finish; Preparing the Audit-Proof Federal Estate Tax Return; Business Acquisitions: Representing Buyers and Sellers in the Sale of a Business; Dynasty Trusts; Planning with Intentionally-Defective Grantor Trusts, Introduction to Estate Planning; Intermediate-Sized Estate Planning; Social Security, Medicare and Medicaid: Explanation and Planning Strategies; Subchapter S Corporations: Using Trusts as Shareholders; Divorce and Separation: Important Tax Planning Issues; The Portability Election; and many other titles.

Mr. Siegel has delivered hundreds of lectures to thousands of attendees in live venues and via webinars throughout the United States on tax, business and estate planning topics on behalf of numerous organizations, including The Heckerling Institute on Tax Planning, Notre Dame Tax and Estate Planning Institute, CCH, National Law Foundation, AICPA, The Kansas City Estate Planning Symposium, Yale School of Management; U. of Chicago Business School, Western CPE, the National Society of Accountants, Cohn-Reznick, Foxmoor Education, many State Accounting Societies and Estate Planning Councils (including: The California CPA Society, The Southern Nevada Estate Planning Council; the Oregon CPA Society; the Southern Arizona Estate Planning Council; the Georgia CPA Society) as well as on behalf of many private companies.

He is presently serving as an adjunct professor of law in the Graduate Tax Program (LLM) of the University of Alabama (teaching Income Taxation of Trusts and Estates), and has served as an adjunct professor of law at Seton Hall and Rutgers University law schools.
Mr. Siegel holds a bachelor’s degree from Georgetown University (magna cum laude, phi beta kappa), a juris doctor from Harvard Law School and an LLM in Taxation from New York University Law School.

(3/10/22)

Steven Siegel, LLM (Taxation), JD is president of The Siegel Group, which provides consulting services to attorneys, accountants, business owners, family offices and financial planners. Based in Morristown, New Jersey, the Group provides services throughout the United States.

Mr. Siegel is the author of many books, including: The Grantor Trust Answer Book (2018 CCH); The Adviser’s Guide to Financial and Estate Planning (AICPA 2020); Federal Fiduciary Income Taxation (Foxmoor 2019); Federal Estate and Gift Tax (Foxmoor 2016)). He is co-author of Income Taxation of Trusts and Estates, (Carolina Press 2020). He is the co-author with Richard Oshins, Esq. of The Anatomy of the Perfect Modern Trust, Estate Planning Magazine, January and February 2016.

In conjunction with numerous tax planning lectures he has delivered for the National Law Foundation, Mr. Siegel has prepared extensive lecture materials on the following subjects: Planning for An Aging Population; Business Entities: Start to Finish; Preparing the Audit-Proof Federal Estate Tax Return; Business Acquisitions: Representing Buyers and Sellers in the Sale of a Business; Dynasty Trusts; Planning with Intentionally-Defective Grantor Trusts, Introduction to Estate Planning; Intermediate-Sized Estate Planning; Social Security, Medicare and Medicaid: Explanation and Planning Strategies; Subchapter S Corporations: Using Trusts as Shareholders; Divorce and Separation: Important Tax Planning Issues; The Portability Election; and many other titles.

Mr. Siegel has delivered hundreds of lectures to thousands of attendees in live venues and via webinars throughout the United States on tax, business and estate planning topics on behalf of numerous organizations, including The Heckerling Institute on Tax Planning, Notre Dame Tax and Estate Planning Institute, CCH, National Law Foundation, AICPA, The Kansas City Estate Planning Symposium, Yale School of Management; U. of Chicago Business School, Western CPE, the National Society of Accountants, Cohn-Reznick, Foxmoor Education, many State Accounting Societies and Estate Planning Councils (including: The California CPA Society, The Southern Nevada Estate Planning Council; the Oregon CPA Society; the Southern Arizona Estate Planning Council; the Georgia CPA Society) as well as on behalf of many private companies.

He is presently serving as an adjunct professor of law in the Graduate Tax Program (LLM) of the University of Alabama (teaching Income Taxation of Trusts and Estates), and has served as an adjunct professor of law at Seton Hall and Rutgers University law schools.
Mr. Siegel holds a bachelor’s degree from Georgetown University (magna cum laude, phi beta kappa), a juris doctor from Harvard Law School and an LLM in Taxation from New York University Law School.

(3/10/22)