



|
Springfield 7.16.2003 |
Springfield 7.16.2003 Ethics Oregon Insurance Agents 2_ce_hrs $25
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Springfield 7.17.2003 |
Springfield 7.17.2003 OAR Oregon Adminstrative Rules(LAW) 3_ce_hrs $35
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Medford 7.23.2003 |
Medford 7.23.2003 |
Medford 7.24.2003 |
Medford 7.14.2003 |
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CE Seminars, Spring 2003, 541-772-5819
MEDFORD, JULY 23,24
I-5, exit #30, South on Biddle Rd., Medford OR. 97504
Bill Newell Seminars are registered & approved for continuing education by:
OREGON - State Insurance Division, "LIFE" (OAR 836-71-235)(240),
Midwest Zone Continuing Education Reciprocity Agreement, 2/5/2002
In addition, this seminar qualifies for continuing education by:
OREGON- State Board of Tax Service Examiners (OAR 800-15-020)(2)(c),
WASHINGTON- Washington Assoc. of Tax Consultants (WATC Regs & 230),
NOTE: CFP CE Regs I(A3), II(A)(B)(D1a)(D2)(D3)(D4)(D5)(E), III, IV(A2)
Registration does not imply endorsement by any regulatory agency\Divisions.
__________________________________________________________________
|
CE Seminars, Spring 2003, 541-772-5819
MEDFORD, May 21, 22, 23
Wed.. Retirement, Tax, Investment Planning_________9am__6 hrs $70* Wed.. Financial Planning, Tax Planning__________3:30pm__2 hrs $20 Thu.. Charitable Planned Giving ___________________9am__5 hrs $60* Thu.. Oregon Ins. Statutes & Admin. Rules (Law)___2:30pm__3hrs $35 Fri.... Annuities in Financial Planning _______________9am__6 hrs $70* Fri.... Prof. Ethics for Oregon Insurance Agents____3:30pm__2 hrs $25 Meeting Place by the food court(lunch 12-12:30) Springfield OR 97477 Tue.. Retirement, Tax, Investment Planning___________9am__6 hrs $60 Tue.. Financial Planning, Tax Planning____________3:30pm__2 hrs $20 Wed. Charitable Planned Giving ____________________9am__5 hrs $50 Wed. Oregon Ins. Statutes & Admin. Rules (Law)____2:30pm__3hrs $35 Thu...Annuities in Financial Planning ________________9am__6 hrs $60 Thu... Prof. Ethics for Oregon Insurance Agents_____3:30pm__2 hrs$25 SPRINGFIELD, July 16,17; MEDFORD, JULY 23,24 Tues.. Estate Planning Basics___________9am__6 hrs $60/Medford $70* Tues.. Prof. Ethics for Oregon Insurance Agents____3:30pm__2 hrs $25 Wed... Annuities in Financial Planning____9am__5 hrs $50/Medford $60* Wed... Oregon Ins. Statutes & Admin. Rules (Law)___2:30pm__3hrs $35 * includes lunch(12:00-12:30)in Medford only.
Bill Newell Seminars are registered & approved for continuing education by:
__________________________________________________________________ |
To pay for all Medford CE classes, 24 CE hours, $280.00 by Credit Card.
To pay for all Springfield CE classes, 24 CE hours, $250.00 by Credit Card.
Bill Newell CE Seminars www.BillNewell.net
MEDFORD - Sept. 24 & 25, Tues. & Wed.
Tues-- Estate Planning Basics_________________ 9am-4pm__6 hrs $60
Wed-- Oregon Ins. Statutes & Admin. Rules (Law) __9am-12pm _3 hrs $35
MEDFORD - Nov. 19 & 20, Tues. & Wed.
Tues--Charitable Planned Giving_________________9am-3pm__5 hrs $50
Wed-- Oregon Ins. Statutes & Admin. Rules (Law) ___9am-12pm _3 hrs $35
WorldMark Resort at Kona, Hawaii
Bill Newell Seminars are registered & approved for continuing education by:
_________________________________________________________________
Bill Newell CE Seminars http://www.BillNewell.com
MEDFORD, Feb. 26, 27, 28 _&_June 11, 12, 13
WorldMark Resort at Kihei, Maui, Hawaii
Bill Newell Seminars are registered & approved for continuing education by:
_________________________________________________________
Bill Newell CE Seminars http://www.BillNewell.com
MEDFORD, Feb. 26, 27, 28 _&_June 11, 12, 13
WorldMark Resort at Kihei, Maui, Hawaii
Bill Newell CE Seminars - 2001 http://www.BillNewell.com
MEDFORD, Feb. 26, 27, 28. May 28, 29, 30, 2002
http://www.mind.net/newell/maui2000.htm
WorldMark Resort at Maui, Hawaii
Bill Newell Seminars are registered & approved for continuing education by:
_________________________________________________________
Bill Newell CE Seminars - 2001 http://www.BillNewell.com
MEDFORD, OR,_ May 15, 16, 17, Tu, We, Th
http://www.mind.net/newell/maui2000.htm
WorldMark Resort at Maui Hawaii
This course provider, Bill Newell, and this seminar is
Registered & Approved for Continuing Education by:
MAUI CLASS LOCATION: MAUI, HAWAII; "VALLEY ISLE RESORT",
4327 LOWER HONOAPILLANI HWY, LAHAINA, MAUI, HAWAII 96761
( 7 MILES NORTH OF LAHAINA, Kaanapali area, 5 MINUTES NORTH OF WEST MAUI AIRPORT
NORTH ON HONOAPIILANI HWY TO KAHANA EXIT(McDONALDS), TURN WEST.)
Saturday, March 18, Oregon Insurance Statutes & Adminstrative Rules(Law), 3hrs $35
Saturday, March 25, Charitable Planned Giving , 5hrs $50
MAUI CLASS LOCATION: MAUI, HAWAII; "VALLEY ISLE RESORT",
4327 LOWER HONOAPILLANI HWY, LAHAINA, MAUI, HAWAII 96761
( 7 MILES NORTH OF LAHAINA, Kaanapali area, 5 MINUTES NORTH OF WEST MAUI AIRPORT
NORTH ON HONOAPIILANI HWY TO KAHANA EXIT(McDONALDS), TURN WEST.)
Tues 9am-4pm, Estate Planning Basics, 6 hrs $60 You can show up timely and pay at the door.
Tuesday 9am-4pm, Estate Planning Basics, 6 hrs $60 Tue 9am-4pm, Retirement, Tax & Investment Planning, 6 hrs $60 Tue 9am-4pm, Retirement, Tax & Investment Planning, 6 hrs $60 Tuesday 8am-3pm, Estate Planning Basics, 6 hrs $60
CE Topic: Annuities in Financial Planning, 6hrs, $60 Tuesday 9am-4pm, Estate Planning Basics, 6 hrs $60 Tuesday 9am-4pm, Estate Planning Basics, 6 hrs $60 Tuesday 9am-4pm, Estate Planning Basics, 6 hrs $60 Oregon Insurance Statutes & Adminstrative Rules(Law), 3 CE hrs Rogue Valley Life Underwriters, for information: Mr Darland at 541-773-5358
Oregon Insurance Statutes & Adminstrative Rules(Law), 3 CE hrs $35 285 Briarwood Lane, Medford Oregon 97504. I-5, east on Barnett Rd, left on to North Pheonix Rd, left on to Calle Vista to Briarwood Lane.
Oregon Insurance Statutes & Adminstrative Rules(Law), 3 CE hrs
Roseburg Country Club, 5051 Garden Valley Road, Roseburg 97401
Tuesday 9am-4pm, Estate Planning Basics, 6 hrs $60
CE Topic: IRA's Current and New Law, 5hrs, $50 Tuesday 9am-4pm, Estate Planning Basics, 6 hrs $60 9-22-1998 Tuesday 9am-4pm, Estate Planning Basics 6 hrs $60 Medford Or 97501, Rogue Valley MAll, Exit 30, Southern Oregon University,
Education Resource Ctr, lower level by Mervyn's
9-29-1998 Tuesday 9am-4pm, Estate Planning Basics 6 hrs $60 Springfield OR,Gateway Mall, I-5 #195,3000 S Gateway,St 97477, Meeting Place, by food court.
12-8-1998 Tuesday 9am-4pm, Estate Planning Basics 6 hrs $60 Medford Or 97501, Rogue Valley MAll, Exit 30, Southern Oregon University,
Education Resource Ctr, lower level by Mervyn's
12-15-1998 Tuesday 9am-4pm, Estate Planning Basics 6 hrs $60 Springfield OR,Gateway Mall, I-5 #195,3000 S Gateway,St 97477, Meeting Place, by food court.
Springfield OR,Gateway Mall, I-5 #195,3000 S Gateway,St 97477, Meeting Place, by food court.
Wed., 5-28-98, 10am-11:50, 1pm-3:50pm, IRA's Current & New Law, 5 hrs, $50
Wed., 5-28-98, 4-5:50pm, , ETHICS FOR OREGON INSURANCE AGENTS, 2 hrs, $25
Thurs., 5-29-98, 9-11:50, 1-2:50pm, ANNUITIES IN FINANCIAL PLANNING, 6 hrs, $60
Thurs., 5-29-98, 3-4:50pm, Financial Planning, Tax Planning, 2 hrs, $25
[Class-->Schedule|_Registration|
_Content|_Convention,_Group_&_Speaker_Program
_Medford_|
_Salem_|
_Maui_|___MAUI_| [Class-->_Schedule_| Registration_|
Content_| Convention-Group-Speaker_Program
_Medford_|
Salem_|
Travel_|
Maui_|
Kona_
Bill Newell- ARC Non-Public(private in-house) Seminars







_____MEDFORD...Wednesday, Feb 19, 2003, 11am - 2pm
__________________Oregon Insurance Required Education
____OREGON STATUES & ADMINSTRATIVE RULES,
3 hrs, $40
includes lunch/dinner (max $10) at APPLEBEE'S
Licensing, Renewals, Disciplinary Actions, CE and Provider Rules.
_____MEDFORD...Wednesday, Feb 19, 2003, 2pm - 4pm
_______________Oregon Insurance Required Education
_______ETHICS FOR OREGON INSURANCE AGENTS, 2 hrs, $25
Trade Practices, Misrepresentation, Deceptive Practices




Wednesday
Feb 19, 2003
11am-2pm
Applebee's
includes lunch/dinner (max$10)
Video
OAR Oregon Adminstrative Rules (LAW) 3_ce_hrs $40
Wednesday
Feb 19, 2003
2pm-4pm
Applebee's
Video
Ethics for Oregon Insurance Agent 2_ce_hrs $25
Thursday
Feb 27, 2003
11am-5pm
Applebee's
Annuities in Fincanial Planning, 6_ce_hrs $70
includes lunch/dinner (max$10)
Phone registration at 541-772-5819
and pay at door
Payable to: Bill Newell
KONA, HAWAII 2003
March 13, 14 & 17 - 7:30 a.m. - 11:45 a.m.
12 CE Hrs. - Prepaid $100 - Thursday, Friday & Monday
30 Days Advance Registration Required for Kona
75-5949 Alii Drive, Kailua-Kona, Hawaii 96740
Fall 2002, 541-772-5819
Wed-- Prof. Ethics for Oregon Insurance Agents ____1pm-3pm __2 hrs $25
Wed-- Financial Planning, Tax Planning___________3pm-5pm__2 hrs $20
Tues--IRS Sec. 125 Cafeteria Plans, Flex Accounts*__3pm-5pm__2 hrs $20
Wed-- Prof. Ethics for Oregon Insurance Agents _____1pm-3pm __2 hrs $25
Wed-- Financial Planning, Tax Planning____________3pm-5pm__2 hrs $20
March 13, 14 & 17 - 7:30 a.m. - 11:45 a.m.
12 CE Hrs. - Prepaid $100 - Thursday, Friday & Monday
30 Days Advance Registration Required for Kona
75-5949 Alii Drive, Kailua-Kona, Hawaii 96740
OREGON - State Insurance Division, "LIFE" (OAR 836-71-235)(240),
WASHINGTON- State Insurance Commissioner, "LIFE" Hrs (WAC 284-17),
In addition, this seminar qualifies for continuing education by:
OREGON- State Board of Tax Service Examiners (OAR 800-15-020)(2)(c),
WASHINGTON- Washington Assoc. of Tax Consultants (WATC Regs & 230),
NOTE: CFP CE Regs I(A3), II(A)(B)(D1a)(D2)(D3)(D4)(D5)(E), III, IV(A2)
Registration does not imply endorsement by any regulatory agency\Divisions.



Video
Retirement, Tax and Investment Planning, 6_ce_hrs $60
Video
Financial Planning - Tax Planning, 2_ce_hrs $20
Video
Annuities in Fincanial Planning, 6_ce_hrs $60
Video
Ethics for Oregon Insurance Agent 2_ce_hrs $25
Video
IRA's, Current and New Law, 5_ce_hrs $50
Video
OAR Oregon Adminstrative Rules (LAW) 3_ce_hrs $35
Pay_&_E-mail
Registration



Video
Retirement, Tax and Investment Planning, 6_ce_hrs $60
Video
Financial Planning - Tax Planning, 2_ce_hrs $20
Video
Annuities in Fincanial Planning, 6_ce_hrs $60
Video
Ethics for Oregon Insurance Agent 2_ce_hrs $25
Video
IRA's, Current and New Law, 5_ce_hrs $50
Video
OAR Oregon Adminstrative Rules (LAW) 3_ce_hrs $35
Pay_&_E-mail
Registration
Spring 2002, 541-772-5819
Medford, OR 97501, Rogue Valley Mall, Exit 30, So. Oregon University
Education Resource Ctr, lower level by Mervyn's
Tues.. Retirement, Tax, Investment Planning______ 9am-4pm__6 hrs $60
Tues.. Financial Planning, Tax Planning__________4pm-6pm__2 hrs $20
Wed.. Annuities in Financial Planning ___________9am-4pm__6 hrs $60
Wed.. Prof. Ethics for Oregon Insurance Agents ___4pm-6pm __2hrs $25
Thur...IRA's Current & New Law________________9am-3pm__5 hrs $50
Thur.. Oregon Ins. Statutes & Admin. Rules (Law) __3pm-6pm __3hrs $35
SPRINGFIELD, Mar. 28, 29 _&_ May 7, 8
Springfield, OR, Gateway Mall, I-5 Exit 195, South on Gateway
3000 S. Gateway St 97477, Meeting Place, by food court.
1st Day Retirement, Tax, Investment Planning_____9am-4pm__ 6 hrs $60
1st Day Prof. Ethics for Oregon Insurance Agents__4pm-6pm __2 hrs $25
2nd Day IRA's Current & New Law______________9am-3pm__5 hrs $50
2nd Day Oregon Ins. Statutes & Admin. Rules (Law)_3pm-6pm__3hrs $35
March 7, 8 & 11, Thur, Fri & Mon
Pre-Registration Required for Kihei, 12 CE Hrs - $100
2295 Kihei Road South, Maui, Hawaii 96753
Pre-Registration Required for Kihei
OREGON - State Insurance Division, "LIFE" (OAR 836-71-235)(240),
WASHINGTON- State Insurance Commissioner, "LIFE" Hrs (WAC 284-17),
In addition, this seminar qualifies for continuing education by:
OREGON- State Board of Tax Service Examiners (OAR 800-15-020)(2)(c),
WASHINGTON- Washington Assoc. of Tax Consultants (WATC Regs & 230),
NOTE: CFP CE Regs I(A3), II(A)(B)(D1a)(D2)(D3)(D4)(D5)(E), III, IV(A2)
Registration does not imply endorsement by any regulatory agency\Divisions.




Video
Retirement, Tax and Investment Planning, 6_ce_hrs $60
Video
Financial Planning - Tax Planning, 2_ce_hrs $20
Video
Annuities in Fincanial Planning, 6_ce_hrs $60
Video
Ethics for Oregon Insurance Agent 2_ce_hrs $25
Video
IRA's, Current and New Law, 5_ce_hrs $50
Video
OAR Oregon Adminstrative Rules (LAW) 3_ce_hrs $35
Pay_&_E-mail
Registration
Spring 2002, 541-772-5819
Medford, OR 97501, Rogue Valley Mall, Exit 30, So. Oregon University
Education Resource Ctr, lower level by Mervyn's
Tues.. Retirement, Tax, Investment Planning______ 9am-4pm__6 hrs $60
Tues.. Financial Planning, Tax Planning__________4pm-6pm__2 hrs $20
Wed.. Annuities in Financial Planning ___________9am-4pm__6 hrs $60
Wed.. Prof. Ethics for Oregon Insurance Agents ___4pm-6pm __2hrs $25
Thur...IRA's Current & New Law________________9am-3pm__5 hrs $50
Thur.. Oregon Ins. Statutes & Admin. Rules (Law) __3pm-6pm __3hrs $35
SPRINGFIELD, Mar. 28, 29 _&_ May 7, 8
Springfield, OR, Gateway Mall, I-5 Exit 195, South on Gateway
3000 S. Gateway St 97477, Meeting Place, by food court.
1st Day Retirement, Tax, Investment Planning_____9am-4pm__ 6 hrs $60
1st Day Prof. Ethics for Oregon Insurance Agents__4pm-6pm __2 hrs $25
2nd Day IRA's Current & New Law______________9am-3pm__5 hrs $50
2nd Day Oregon Ins. Statutes & Admin. Rules (Law)_3pm-6pm__3hrs $35
March 7, 8 & 11, Thur, Fri & Mon
Pre-Registration Required for Kihei, 12 CE Hrs - $100
2295 Kihei Road South, Maui, Hawaii 96753
Pre-Registration Required for Kihei
541-772-5819
Medford, OR 97501, Rogue Valley Mall, Exit 30, So. Oregon University
Education Resource Ctr, lower level by Mervyn's
Tues 9am - 4pm__ 6 hrs_ $60
Tues Financial Planning Tax Planning 4pm - 6pm___ 2 hrs _$25
Wed9am - 3pm__5 hrs_$50
Wed Oregon Ins. Statutes & Admin. Rules (Law) 3pm - 6pm 3hrs $35
Thur Annuities in Financial Planning 9am - 4pm _6 hrs $60
Thur Prof. Ethics for Oregon Insurance Agents __4pm - 6pm 2hrs $25
SPRINGFIELD, Mar. 28, 29. May 7, 8, 2002
Springfield, OR, Gateway Mall, I-5 Exit 195, South on Gateway
3000 S. Gateway St 97477, Meeting Place, by food court.
Wed 9am - 4pm__ 6 hrs_$60
Wed Prof. Ethics for Oregon Insurance Agents __4pm - 6pm 2 hrs $25
Thur 9am - 3pm__5 hrs_$50
Thur Oregon Ins. Statutes & Admin. Rules (Law) 3pm - 6pm 3hrs $35
March 7, 8 & 11, Thur, Fri & Mon
2295 Kihei Road South, Maui, Hawaii 96753
OREGON - State Insurance Division, "LIFE" (OAR 836-71-235)(240),
WASHINGTON- State Insurance Commissioner, "LIFE" Hrs (WAC 284-17),
In addition, this seminar qualifies for continuing education by:
OREGON- State Board of Tax Service Examiners (OAR 800-15-020)(2)(c),
WASHINGTON- Washington Assoc. of Tax Consultants (WATC Regs & 230),
NOTE: CFP CE Regs I(A3), II(A)(B)(D1a)(D2)(D3)(D4)(D5)(E), III, IV(A2)
Registration does not imply endorsement by any regulatory agency\Divisions.
541-772-5819, 541-814-0947
==============================
Medford Or 97501, Rogue Valley Mall, Exit 30, Southern Oregon University,
Education Resource Ctr, lower level by Mervyn's
Tues, Retirement, Tax, Investment Planning, 9am-4pm,__ 6 hrs_ $60
Tues, Estate Planning & the Living Trust____4pm-6pm,___ 2 hrs _$25
Wed, IRA's Current & new law______________9am-3pm,__5 hrs_$50
Wed, Oregon Ins. Statutes & Admin. Rules(Law), 3pm-6pm, 3hrs $35
Thur, Annuities in Financial Planning,_________9am-4pm, _6 hrs $60
Thur, Prof. Ethics for Oregon Insurance agents, __4pm-6pm, 2hrs $25
SPRINGFIELD, OR, May 23, 24, Wed, Thur
Springfield, OR, Gateway Mall, I-5 Exit 195, 3000 S Gateway St 97477,
Meeting Place, by food court.
Wed, Retirement, Tax, Investment Planning_____9am-4pm,__ 6 hrs_ $60
Wed, Prof. Ethics for Oregon Insurance agents, __4pm-6pm, 2hrs $25
Thur, IRA's Current & new law_ ____ 9am-3pm,__5 hrs_$50
Thur, Oregon Ins. Statutes & Admin. Rules(Law), 3pm-6pm, 3hrs $35
Feb 7, 8, 11, _ Thur, Fri & Mon
2295 Kihei Road South, Maui, Hawaii 96753
OREGON - State Insurance Division, "LIFE" (OAR 836-71-235)(240),
WASHINGTON- State Insurance Commissioner, "LIFE" Hrs (WAC 284-17),
In addition, This seminar qualifies for Continuing Education by:
OREGON- State Board of Tax Service Examiners (OAR 800-15-020)(2)(c),
WASHINGTON- Washington Assoc. of Tax Consultants (WATC Regs & 230),
NOTE: CFP CE Regs I(A3), II(A)(B)(D1a)(D2)(D3)(D4)(D5)(E), III, IV(A2)
Registration does not imply endorsement by any regulatory agency\Divisions.
SPRINGFIELD, OREGON
9/ 20,21, 2000, Wed, Thurs
Wednesday, 9am-4pm, Annuities in Financial Planning, 6 hrs $60
Wednesday, 4pm-6pm, Financial Planning-Tax Planning, 2 hrs $20
Thursday 9am-12pm, Oregon Insurance Statutes & Adminstrative Rules(Law), 3hrs $35
Thursday 12pm-2pm, Professional Ethics for Oregon Insurance agents, 2hrs $25
MEDFORD, OREGON,
sept 26,27,28, 2000, Tues, Wed, Thurs
Tuesday 12 noon-6pm, Annuities in Financial Planning, 6 hrs $60
Wednesday 12 noon-6pm, Retirement, Tax & Investment Planning, $60
Thursday 12 noonm-2pm, Professional Ethics for Oregon Insurance agents, 2hrs $25
Thursday 2pm-5pm, Oregon Insurance Statutes & Adminstrative Rules(Law), 3hrs $35
SPRINGFIELD, OREGON
11/ 8,9, 2000, Wed, Thurs
Wednesday, 9am-4pm, Annuities in Financial Planning, 6 hrs $60
Wednesday, 4pm-6pm, Financial Planning-Tax Planning, 2 hrs $20
Thursday 9am-12pm, Oregon Insurance Statutes & Adminstrative Rules(Law), 3hrs $35
Thursday 12pm-2pm, Professional Ethics for Oregon Insurance agents, 2hrs $25
MEDFORD, OREGON,
12/ 5,6,7,, 2000, Tues, Wed, Thurs
Come_with_us_to_CABO,
_feb 22, 23, 26, 2001_
Thursday, April 27, 7:30am-11:45am, Estate Planning Basics
Friday, April 28, 7:30am-9:30am, Estate Planning Basics, Total of 6 ce hrs.
Friday, April 28, 9:30am-11:45am, Charitable Planned Giving
Monday, May 1, 7:30am-10:30am, Charitable Planned Giving, Total of 5 ce hrs.
Monday, May 1, 10:30am-11:30am, Tax Planning, Class attendance hr, no ce hours.
SPRINGFIELD, OREGON
May 24, 25, 2000, 2000
Wednesday, 9am-4pm, Annuities in Financial Planning, 6 hrs $60
Wednesday, 4pm-6pm, Financial Planning-Tax Planning, 2 hrs $20
Thursday 9am-12pm, Oregon Insurance Statutes & Adminstrative Rules(Law), 3hrs $35
Thursday 12pm-2pm, Professional Ethics for Oregon Insurance agents, 2hrs $25
MEDFORD, OREGON,
March Saturday classes
Saturday, March 11, 8am-10am, Financial Planning-Tax Planning, 2 hrs $20
Saturday, March 11, 10am-noon, Pension Plans, 2 hrs $20
Saturday, March 18, Professional Ethics for Oregon Insurance agents, 2hrs $25
MEDFORD, OREGON,
March 21, 22, 23, 2000, Tues, Wed, Thurs
Tuesday 12 noon-6pm, Annuities in Financial Planning, 6 hrs $60
Wednesday 12 noon-6pm, Retirement, Tax & Investment Planning, $60
Thursday 1pm-3pm, Professional Ethics for Oregon Insurance agents, 2hrs $25
Thursday 3pm-6pm, Oregon Insurance Statutes & Adminstrative Rules(Law), 3hrs $35
SPRINGFIELD, OREGON
Mar 29, 30, 2000, Wed, Thurs
Wednesday, 9am-4pm, Annuities in Financial Planning, 6 hrs $60
Wednesday, 4pm-6pm, Financial Planning-Tax Planning, 2 hrs $20
Thursday 9am-12pm, Oregon Insurance Statutes & Adminstrative Rules(Law), 3hrs $35
Thursday 12pm-2pm, Professional Ethics for Oregon Insurance agents, 2hrs $25

Come_with_us_to_Maui,
Thurs,_Fri_&_Mon,_April_27,_28,_May_1,_2000_
Thursday, April 27, 7:30am-11:45am, Estate Planning Basics
Friday, April 28, 7:30am-9:30am, Estate Planning Basics, Total of 6 ce hrs.
Friday, April 28, 9:30am-11:45am, Charitable Planned Giving
Monday, May 1, 7:30am-10:30am, Charitable Planned Giving, Total of 5 ce hrs.
Monday, May 1, 10:30am-11:30am, Tax Planning, Class attendance hr, no ce hours.
MEDFORD, OREGON
May 16, 17, 18, 2000
Tuesday 12 noon-6pm, Annuities in Financial Planning, 6 hrs $60
Wednesday 12 noon-6pm, Retirement, Tax & Investment Planning, $60
Thursday 1pm-3pm, Professional Ethics for Oregon Insurance agents, 2hrs $25
Thursday 3pm-6pm, Oregon Insurance Statutes & Adminstrative Rules(Law), 3hrs $35
Tuesday 4pm-6pm, Professional Ethics for Oregon Insurance agents, 2hrs $25
Wednesday 9am-3pm, Charitable Planned Giving , 5hrs $50
Wednesday 3pm-6pm, Oregon Insurance Statutes & Adminstrative Rules(Law), 3hrs $35
Thursday 9am-4pm, Annuities in Financial Planning, 6 hrs $60
SPRINGFIELD, OREGON
Nov 16, 17, 1999, Tues, Wed
Tues 4pm-6pm, Professional Ethics for Oregon Insurance agents, 2hrs $25
Wed 9am-3pm, Charitable Planned Giving , 5hrs $50
Wed 3pm-6pm, Oregon Insurance Statutes & Adminstrative Rules(Law), 3hrs $35
MEDFORD, OREGON, 3 days
Dec 14, 15, 16, 1999, Tues,Wed,Thurs
Tuesday 4pm-6pm, Professional Ethics for Oregon Insurance agents, 2hrs $25
Wednesday 9am-3pm, Charitable Planned Giving , 5hrs $50
Wednesday 3pm-6pm, Oregon Insurance Statutes & Adminstrative Rules(Law), 3hrs $35
Thursday 9am-4pm, Annuities in Financial Planning, 6 hrs $60
SPRINGFIELD, OREGON
Sept 21, 22, 1999, Tues,Wed
Tue 4pm-6pm, Professional Ethics for Oregon Insurance agents, 2hrs $25
Wed 9am-3pm, IRA's Current & New Law, 5hrs $50
Wed 3pm-6pm, Oregon Insurance Statutes & Adminstrative Rules(Law), 3hrs $35
MEDFORD, OREGON, 3 days
Sept 28, 29, 30, 1999, Tues,Wed,Thurs
Tue 4pm-6pm, Professional Ethics for Oregon Insurance agents, 2hrs $25
Wed 9am-3pm, IRA's Current & New Law, 5hrs $50
Wed 3pm-6pm, Oregon Insurance Statutes & Adminstrative Rules(Law), 3hrs $35
Thur 9am-4pm, Annuities in Financial Planning, 6 hrs $60
ONTARIO, OREGON
Cancelled on 08-18-1999 by me.
Oct 8 & 9 Fri & Saturday, 1999,
CHINOOK WINDS CASINO,
LINCOLN CITY, OREGON
June 22, 23, 1999 Tues, Wed
Tuesday 3pm-5pm, Professional Ethics for Oregon Insurance agents, 2hrs $25
Wednesday 8am-2pm, Charitable Planned Giving , 5hrs $50
Wednesday 2pm-5pm, Oregon Insurance Statutes & Adminstrative Rules(Law), 3hrs $35
Evening CE classes 4-19-1999, 4-26-1999, 6pm to 9pm,
PORTLAND, OREGON, private
May 11,12,13, 1999, Tues,Wed,Thurs
Tuesday 4pm-6pm, Professional Ethics for Oregon Insurance agents, 2hrs $25
Wednesday 9am-3pm, Charitable Planned Giving , 5hrs $50
Wednesday 3pm-6pm, Oregon Insurance Statutes & Adminstrative Rules(Law), 3hrs $35
Thursday 9am-4pm, Annuities in Financial Planning, 6 hrs $60
Thursday 4pm-6pm, Financial Planning-Tax Planning , 2hrs $25
MEDFORD, OREGON, 3 fun days
May 18, 19, 20, 1999, Tues,Wed,Thurs
Tuesday 4pm-6pm, Professional Ethics for Oregon Insurance agents, 2hrs $25
Wednesday 9am-3pm, Charitable Planned Giving , 5hrs $50
Wednesday 3pm-6pm, Oregon Insurance Statutes & Adminstrative Rules(Law), 3hrs $35
Thursday 9am-4pm, Annuities in Financial Planning, 6 hrs $60
Thursday 4pm-6pm, Financial Planning-Tax Planning , 2hrs $25
SPRINGFIELD, OREGON
May 25, 26, 27, 1999 Tues, Wed, Thurs
Tuesday 4pm-6pm, Professional Ethics for Oregon Insurance agents, 2hrs $25
Wednesday 9am-3pm, Charitable Planned Giving , 5hrs $50
Wednesday 3pm-6pm, Oregon Insurance Statutes & Adminstrative Rules(Law), 3hrs $35
Thursday 9am-4pm, Annuities in Financial Planning, 6 hrs $60
Thursday 4pm-6pm, Financial Planning-Tax Planning , 2hrs $25
MEDFORD, OREGON,
Feb 17, 1999,
Wednesday 9am to 11:50am
MEDFORD, OREGON,
Feb 20, 1999,
Saturday 9am to 11:50am
ROSEBURG, OREGON,
March 16, 1999,
Tuesday 9am to 11:50am
Roseburg Life Underwriters, for information: Jane Mink at 541-593-8792
SPRINGFIELD, OREGON
Feb 23 Tues, 24 Wed, 25 Thurs, 1999
Tuesday 4pm-6pm, Professional Ethics for Oregon Insurance agents, 2hrs $25
Wednesday 9am-3pm, Charitable Planned Giving , 5hrs $50
Wednesday 3pm-6pm, Oregon Insurance Statutes & Adminstrative Rules(Law), 3hrs $35
Thursday 9am-4pm, Annuities in Financial Planning, 6 hrs $60
Thursday 4pm-6pm, Financial Planning-Tax Planning , 2hrs $25
Evening CE classes 3-22-1999, 3-29-1999, 6pm to 9pm,
MEDFORD, OREGON, 3 fun days
March 23, 24, 25, 1999, Tues,Wed,Thurs
Tuesday 4pm-6pm, Professional Ethics for Oregon Insurance agents, 2hrs $25
Wednesday 9am-3pm, Charitable Planned Giving , 5hrs $50
Wednesday 3pm-6pm, Oregon Insurance Statutes & Adminstrative Rules(Law), 3hrs $35
Thursday 9am-4pm, Annuities in Financial Planning, 6 hrs $60
Thursday 4pm-6pm, Financial Planning-Tax Planning , 2hrs $25
MEDFORD, OREGON, 3 fun days
September 22, 23, 24, 1998,Tues Wed Thurs
9-22-1998 Tuesday 4pm-6pm, Professional Ethics for insurance agents 2hrs $25
9-23-1998 Wednesday 9am-3pm, IRAs Current and New Law 5hrs $50
9-23-1998 Wednesday 3pm-6pm, * Oregon Insurance Adminstrative Rules * 3hrs $35
9-24-1998 Thursday 9am-4pm, Retirement taxc invextment planning 6 hrs $60
9-24-1998 Thursday 4pm-6pm, Pension Plans 2hrs $25
SPRINGFIELD, OREGON
September 29 & 30, 1998 Tues & Wed.
9-29-1998 Tuesday 4pm-6pm, Professional Ethics for insurance agents 2hrs $25
9-30-1998 Wednesday 9am-3pm, IRAs Current and New Law 5hrs $50
9-30-1998 Wednesday 3pm-6pm, * Oregon Insurance Adminstrative Rules * 3hrs $35
Evening CE classes 11-9-98, 6-9 pm, 11-16-1998, 6-8pm,
CE Topic: Annuities in Financial Planning, 6 hrs, $60
Medford Or 97501, Rogue Valley MAll, Exit 30, Southern Oregon University, Education Resource Ctr, lower level by Mervyn's
Evening CE classes 12-3, 12-7-1998, 6pm to 9pm,
CE Topic: IRA's Current and New Law, 5hrs, $50
Medford Or 97501, Rogue Valley MAll, Exit 30, Southern Oregon University, Education Resource Ctr, lower level by Mervyn's
MEDFORD, OREGON, 3 fun days
December 8, 9, & 10, 1998, Tues,Wed,Thurs
12-8-1998 Tuesday 4pm-6pm, Professional Ethics for insurance agents 2hrs $25
12-9-1998 Wednesday 9am-3pm, IRAs Current and New Law 5hrs $50
12-9-1998 Wednesday 3pm-6pm, * Oregon Insurance Adminstrative Rules * 3hrs $35
12-10-1998 Thursday 9am-4pm, Retirement taxc invextment planning 6 hrs $60
12-10-1998 Thursday 4pm-6pm, Pension Plans 2hrs $25
SPRINGFIELD, OREGON
12-15-98 Tuesday, 12-16-98 Wednesday
12-15-1998 Tuesday 4pm-6pm, Professional Ethics for insurance agents 2hrs $25
12-16-1998 Wednesday 9am-3pm, IRAs Current and New Law 5hrs $50
12-16-1998 Wednesday 3pm-6pm, * Oregon Insurance Adminstrative Rules * 3hrs $35
Evening CE classes 10-12,6pm-8pm, Ethics for Oregon Insurance Agents, 2hrs, $25
10-19-1998, 6pm to 9pm, Oregon statues & admin rules, 3 hrs, $35
Medford Or 97501, Rogue Valley MAll, Exit 30, Southern Oregon University,
Education Resource Ctr, lower level by Mervyn's
MEDFORD, OREGON, 7-30-98 6pm-8pmThurs
pay at door PROFESSIONAL ETHICS FOR OREGON INSURANCE AGENTS
2 CE Hours____________$25___at door SALEM, OREGON, 6-23-98, Tues, 6-24-98 Wed
Salem Or 97301, Ramada Inn, 200 Commercial St S.E., I-5 Exit #253, West on 22 to Liberty St., left on Trade. Class is in Room #241, Cascade Room.
Tues., 6-23-98, 10am-11:50, 1pm-3:50pm, IRA's Current & New Law, 5 hrs, $50
Tues., 6-23-98, 4-5:50pm, , ETHICS FOR OREGON INSURANCE AGENTS, 2 hrs, $25
Wed., 6-24-98, 8-11:50, 1-2:50pm, ANNUITIES IN FINANCIAL PLANNING, 6 hrs, $60
Wed., 6-24-98, 3-4:50pm, Financial Planning, Tax Planning, 2 hrs, $25
SPRINGFIELD, OREGON, 5-28-98 Thurs., 5-29-98 Fri.
MEDFORD, OREGON, 5-21-98 , 5-22-98 Thurs & Fri
Medford Or 97501, Rogue Valley MAll, Exit 30, Southern Oregon University,
Education Resource Ctr, lower level by Mervyn's
Thurs., 5-21-98, 10am-11:50, 1pm-3:50pm, IRA's Current & New Law, 5 hrs, $50
Thurs., 5-21-98, 4-5:50pm, , ETHICS FOR OREGON INSURANCE AGENTS, 2 hrs, $25
Fri., 5-22-98, 9-11:50, 1-2:50pm, ANNUITIES IN FINANCIAL PLANNING, 6 hrs, $60
Fri., 5-22-98, 3-4:50pm, Financial Planning, Tax Planning, 2 hrs, $25
SALEM, OREGON, -----> CANCELED 2-27-98, Fri, 2-28-98 Sat
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SPRINGFIELD, OREGON, 2-25-98 Wed, 2-26-98 Thur
Springfield OR,Gateway Mall, I-5 #195,3000 S Gateway,St 97477, Meeting Place, by food court.
Wed., 2-25-98, 10am-11:50, 1pm-3:50pm, IRA's Current & New Law, 5 hrs, $50
Wed., 2-25-98, 4-5:50pm, , ETHICS FOR OREGON INSURANCE AGENTS, 2 hrs, $25
Thurs., 2-26-98, 9-11:50, 1-2:50pm, ANNUITIES IN FINANCIAL PLANNING, 6 hrs, $60
Thurs., 2-26-98, 3-4:50pm, Financial Planning, Tax Planning, 2 hrs, $25
_______MEDFORD, OR_1-31-97, 3-29-97;_Fri. 5-16 fri
Medford Or 97501, Rogue Valley Mall, Exit 30, Southern Oregon State College,
Education Resource Ctr, lower level by Mervyn's
_______SPRINGFIELD, OR___Fri. 3-28;___Fri. 5-30 -97
Springfield OR,Gateway Mall, I-5 #195,3000 S Gateway,St 97477, Meeting Place, by food court
_______SALEM, OR___Thurs. 3-27-97;___Thurs. 5-29 -97
Salem Or 97304, #253, Roth's IGA Ctr, 1130 Wallace Rd NW, Doak's Ferry Room
_______PORTLAND, OR___1-31-97, Wed, 5-28-97
Red Lion Columbia River, I-5 Exit #308, 1401 N Hayden Island Dr.97217
MAUI, HAWAII, Fri. 4-18-97 & Mon. 4-21-1997,
MAUI,_ LAHAINA,_ HAWAII 96761, Location: TBA,_730am-1145am_4.25 Hr each day.
KAUAI,HAWAII Fri. 4-25-97 & Mon. 4-28-1997
Location: KAPAA,_730am-1145am_4.25 Hr each day.
MEDFORD, OREGON, 3-27-98 , 3-28-98
Medford Or 97501, Rogue Valley MAll, Exit 30, Southern Oregon University,
Education Resource Ctr, lower level by Mervyn's
Fri., 3-27-98, 10am-11:50, 1pm-3:50pm, IRA's Current & New Law, 5 hrs, $50
Fri., 3-27-98, 4-5:50pm, , ETHICS FOR OREGON INSURANCE AGENTS, 2 hrs, $25
Sat., 3-28-98, 9-11:50, 1-2:50pm, ANNUITIES IN FINANCIAL PLANNING, 6 hrs, $60
Sat., 3-28-98, 3-4:50pm, Financial Planning, Tax Planning, 2 hrs, $25
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Medford Or 97501, Rogue Valley MAll, Exit 30, Southern Oregon State College,
Education Resource Ctr, lower level by Mervyn's
Fri., 12-9-97, 9am-11:50, 1pm-3:50PM, $50, ESTATE PLANNING BASICS
Sat., 12-9-97, 4pm-5:50pm, $25, 2hr., ETHICS FOR OREGON INSURANCE AGENTS
Sat., 12-10-97,9am-11:50, 1pm-3:50, $50, ANNUITIES IN FINANCIAL PLANNING
MEDFORD, OREGON, 12-9-97 Tues, 12-10-97 Wed
Medford Or 97501, Rogue Valley MAll, Exit 30, Southern Oregon State College,
Education Resource Ctr, lower level by Mervyn's
Fri., 12-9-97, 9am-11:50, 1pm-3:50PM, $50, ESTATE PLANNING BASICS
Sat., 12-9-97, 4pm-5:50pm, $25, 2hr., ETHICS FOR OREGON INSURANCE AGENTS
Sat., 12-10-97,9am-11:50, 1pm-3:50, $50, ANNUITIES IN FINANCIAL PLANNING
SPRINGFIELD, OR, 10-30-97 Th, 10-31-97 Fr
Springfield OR,Gateway Mall, I-5 #195,3000 S Gateway,St 97477, Meeting Place, by food court.
Thurs., 10-30-97, 9am-11:50, 1pm-3:50PM, $50, ESTATE PLANNING BASICS
Thurs., 10-30-97, 4pm-5:50pm, $25, 2hr ETHICS FOR OREGON INSURANCE AGENTS
Friday., 10-31-97,9am-11:50, 1pm-3:50, $50, ANNUITIES IN FINANCIAL PLANNING
MEDFORD, OREGON, 9-19-97 Fri, 9-20-97 Sat
Medford Or 97501, Rogue Valley MAll, Exit 30, Southern Oregon State College,
Education Resource Ctr, lower level by Mervyn's.
Fri., 9-19-97, 9am-11:50, 1pm-3:50PM, $50, ESTATE PLANNING BASICS
Sat., 9-19-97, 4pm-5:50pm, $25, 2hr., ETHICS FOR OREGON INSURANCE AGENTS
Sat., 9-20-97, 9am-11:50, 1pm-3:50, $50, ANNUITIES IN FINANCIAL PLANNING
SALEM, OR, 9-25-97 Th, 9-26-97 Fri
Salem Or 97304, #253, Roth's IGA Ctr, 1130 Wallace Rd NW, Doak's Ferry Room
Thurs., 9-25-97, 9am-11:50, 1pm-3:50PM, $50, ESTATE PLANNING BASICS
Thurs., 9-25-97, 4pm-5:50pm, $25, 2hr., ETHICS FOR OREGON INSURANCE AGENTS
Fri., 9-26-97, 9am-11:50, 1pm-3:50, $50, ANNUITIES IN FINANCIAL PLANNING
Medford Or 97501, Rogue Valley MAll, Exit 30, Southern Oregon State College,
Education Resource Ctr, lower level by Mervyn's
Fri., 12-9-97, 9am-11:50, 1pm-3:50PM, $50, ESTATE PLANNING BASICS
Sat., 12-9-97, 4pm-5:50pm, $25, 2hr., ETHICS FOR OREGON INSURANCE AGENTS
Sat., 12-10-97,9am-11:50, 1pm-3:50, $50, ANNUITIES IN FINANCIAL PLANNING
MEDFORD, OREGON, 12-9-97 Tues, 12-10-97 Wed
Medford Or 97501, Rogue Valley MAll, Exit 30, Southern Oregon State College,
Education Resource Ctr, lower level by Mervyn's
Fri., 12-9-97, 9am-11:50, 1pm-3:50PM, $50, ESTATE PLANNING BASICS
Sat., 12-9-97, 4pm-5:50pm, $25, 2hr., ETHICS FOR OREGON INSURANCE AGENTS
Sat., 12-10-97,9am-11:50, 1pm-3:50, $50, ANNUITIES IN FINANCIAL PLANNING
__________Continuing Education Class Registration__________
SPRINGFIELD, OR, 10-30-97 Th, 10-31-97 Fr
Springfield OR,Gateway Mall, I-5 #195,3000 S Gateway,St 97477, Meeting Place, by food court.
Thurs., 10-30-97, 9am-11:50, 1pm-3:50PM, $50, ESTATE PLANNING BASICS
Thurs., 10-30-97, 4pm-5:50pm, $25, 2hr ETHICS FOR OREGON INSURANCE AGENTS
Friday., 10-31-97,9am-11:50, 1pm-3:50, $50, ANNUITIES IN FINANCIAL PLANNING
__________Continuing Education Class Registration__________
MEDFORD, OREGON, 9-19-97 Fri, 9-20-97 Sat
Medford Or 97501, Rogue Valley MAll, Exit 30, Southern Oregon State College,
Education Resource Ctr, lower level by Mervyn's.
Fri., 9-19-97, 9am-11:50, 1pm-3:50PM, $50, ESTATE PLANNING BASICS
Sat., 9-19-97, 4pm-5:50pm, $25, 2hr., ETHICS FOR OREGON INSURANCE AGENTS
Sat., 9-20-97, 9am-11:50, 1pm-3:50, $50, ANNUITIES IN FINANCIAL PLANNING
__________Continuing Education Class Registration__________
SALEM, OR, 9-25-97 Th, 9-26-97 Fri
Salem Or 97304, #253, Roth's IGA Ctr, 1130 Wallace Rd NW, Doak's Ferry Room
Thurs., 9-25-97, 9am-11:50, 1pm-3:50PM, $50, ESTATE PLANNING BASICS
Thurs., 9-25-97, 4pm-5:50pm, $25, 2hr., ETHICS FOR OREGON INSURANCE AGENTS
Fri., 9-26-97, 9am-11:50, 1pm-3:50, $50, ANNUITIES IN FINANCIAL PLANNING
__________Continuing Education Class Registration__________
Big Island, KONA or MAUI, LAHAINA, HAWAII,
Late April or Early May '98, Location: TBA
Friday and Monday._730am-1145am = 4.25 Hr each day.
MAY, 1997, MAUI CLASSES; $60.00, each Friday & Monday.7:30AM-11:45AM, FRIDAY & MONDAY.
WE WILL BE STAYING AT: MAUI, HAWAII; "VALLEY ISLE RESORT",
4327 LOWER HONOAPILLANI HWY, LAHAINA, MAUI, HAWAII 96761
( 7 MILES NORTH OF LAHAINA, 5 MINUTES NORTH OF WEST MAUI AIRPORT
NORTH ON HONOAPIILANI HWY TO KAHANA EXIT(McDONALDS), TURN WEST.)
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_______MEDFORD, OR_1-31-97, 3-29-97;_Fri. 5-16 fri
Medford Or 97501, Rogue Valley Mall, Exit 30, Southern Oregon State College,
Education Resource Ctr, lower level by Mervyn's
_______SPRINGFIELD, OR___Fri. 3-28;___Fri. 5-30 -97
Springfield OR,Gateway Mall, I-5 #195,3000 S Gateway,St 97477, Meeting Place, by food court
_______SALEM, OR___Thurs. 3-27-97;___Thurs. 5-29 -97
Salem Or 97304, #253, Roth's IGA Ctr, 1130 Wallace Rd NW, Doak's Ferry Room
_______PORTLAND, OR___1-31-97, Wed, 5-28-97
Red Lion Columbia River, I-5 Exit #308, 1401 N Hayden Island Dr.97217
MAUI, HAWAII, Fri. 4-18-97 & Mon. 4-21-1997,
MAUI,_ LAHAINA,_ HAWAII 96761, Location: TBA,_730am-1145am_4.25 Hr each day.
KAUAI,HAWAII Fri. 4-25-97 & Mon. 4-28-1997
Location: KAPAA,_730am-1145am_4.25 Hr each day.
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Copyright 1997 on all original art work-layout-design-graphics in these WebPages
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