FRIDAY: AdvanceHER

11:00 am

 

Christy Aleckson  

Christina Aleckson

Registered Representative of Securities America, Inc.

 

 

Title:

"Behavioral Finance: Why Clients Make the Decisions They Do"

 

 

 

Summary:

This session offers tactics to better understand a client’s core values and how they process emotional decisions, so you can help counteract the fear and confusion that could be hindering them from attaining their goals. Learn to connect the dots between goals, values and advice to increase client confidence.

 

Bio:

 

Christina Aleckson is a Registered Representative of Securities America, Inc. and Investment Advisor Representative of Securities America Advisors, Inc. She currently holds FINRA Series 6, 7, 26, 63, and 65 licenses as well as state insurance licenses. She has also earned her Behavioral Financial AdvisorTM designation in 2017. In December 2019, she was approved to use the RICP® Retirement Income Certified Professional® designation from The American College of Financial Services. She is also a Wealth Management Certified Professional.

Beginning in 1996, Christy started her venture into the financial services industry. She specializes in pre and post retirement planning as well as wealth accumulation and protection for individuals, families, and small businesses. She believes in providing focused and consistent service to her clients. She believes that financial issues do not have to be overwhelming and works to educate her clients about the options they have to meet their goals.

Christy has chosen to work with independent broker-dealers her whole career because she feels it allows her control and unbiased choice over the plans she develops with her clients. She is passionate about helping people and feels that her career allows her to assist clients in many different areas of planning so they can feel secure.

Early in her career, Christy began working with public school district employees as one of the targeted segments of her clientele. Since 1996, Christy has developed a deep level of understanding of the Oregon PERS system. For several years, she and Marsha Yandell (retired) did public seminars on PERS and Social Security benefits. She has worked with many clients to help them understand their PERS retirement options as part of their overall retirement plan and coordinate these benefits with their other qualified retirement accounts. She will continue working with this group as part of her practice to help make the complicated PERS system a little easier to understand for public employees.

Born in Pendleton, Oregon, Christy's family moved to Soldotna, Alaska when she was five years old. Christy came back to Oregon to attend college at Pacific University in Forest Grove. She obtained a Bachelors degree in both Business Management and Political Science. Later, she decided it was time to fulfill another personal goal of earning a Master's degree and got her Masters in Business Administration from George Fox University. She feels strongly that she has the best of both worlds by being raised in Alaska and maintaining close ties to Oregon through her entire life.

Christy served 10 years on the Board of Directors of Women in Insurance and Financial Services, Portland Metro Chapter ending November 2018. WIFS works to create strategic alliances, education and support for and of women in the financial services industries. Christy served as the President of WIFS Portland Metro for two years from 2010-2012. She also served on the board of directors for WIFS national organization from 2012-2014, chairing the Marketing and Public Relations committee.

In October 2018, at the Women in Insurance and Financial Services national conference in Austin, Texas, Christy won Woman of the Year. This is the highest honor for a member of the organization. The Woman of the Year aware recognizes a WIFS Member for her level of engagement with the organization. This includes serving as a mentor, volunteering to serve on a task force or participating in WIFS Programs, as well as service in other organizations in her community. Christy was a top three point earner in the criteria being evaluated and won via a live voting poll at the conference.

In 2019, the Portland Business Journal recognized Christy as a Woman of Influence in their annual awards program. Candidates are nominated for the award and the Journal then reviews nominations for impact in the community, community involvement, industry recognition, and more. There are 25 honorees in 2019.

In her spare time, she enjoys spending quality time with friends and family, interior decorating and home improvement, gardening, animals, basketball, reading and being involved in the community. She is a proud season ticket holder to Pacific University's revival of football since 2010-11 and serves on the Boxer Club Board of Directors. Go Boxers!

 

Olenka CullinanOlenka Cullinan

 Executive Coach, Speaker, CEO, iStartFirst

Title:

"Level Up Your Mindset -- Guilt Free"

 

Summary:

Fact: when you drive somewhere, you figure out your destination first, then calculate the trip. Is that how you live your life? Join Olenka to learn ka-pow tools and strategies to gain your time back, get rid of the “woman” guilt and strengthen your connections, all while building your life on your own terms with the real work-life balance.

  

Bio:

A multi-business owner, global C-suite consultant, and mom, Olenka has transformed thousands of clients since she began coaching & speaking in 2010. Focusing on what makes life balanced and joyful, she loves helping women build life on their own terms. She helps companies globally implement Gender EQ strategies, innovate strategic planning and optimize productivity. Named Top 10 Coaches in 2021 by Yahoo News, Olenka has worked with top companies globally, delivered 2 TEDx talks, published 2 Amazon best sellers, was nominated Top 100 Women to Watch by Women’s Business Journal and appeared on CBS, ABC, Yahoo Finance and Huffington Post. Her clients gross six to nine figures, and she empowers you to believe that success can be fulfilling and balanced!

 

Harlan AccolaHarlan J. Accola

National Reverse Mortgage Director, Fairway Independent Mortgage Corporation

 

 

 

Title:

"Home Equity Conversion Mortgage: The Cinderella of the Baby Boomer Retirement"

 

 

 

Summary:

This presentation will address the following issues:

Sequence of Returns Risk: Can your clients use a reverse mortgage in estate planning to increase the legacy to their heirs?
Advanced Tax Planning: Are interest, real estate taxes, or MIP deductive when paid? Are deductions passable onto the heirs?

Life Insurance: What are the best strategies to facilitate life insurance using a reverse mortgage?

Medicaid & Long-Term Care (LTC) Strategies: Can a reverse mortgage convert countable assets to exempt equity? Does a reverse mortgage line of credit affect Medicaid eligibility?

Bio:

Harlan J. Accola, CRMP has been in the mortgage industry for more than 20 years, and he is now the national reverse mortgage director for Fairway Independent Mortgage Corporation. He is widely recognized as an authority on reverse mortgage loans and retirement finance issues. The most rewarding part of his career has been helping homeowners and homebuyers aged 62 and older to realize the benefits of reverse mortgages and achieve better retirements. He is deeply committed to improving the way retirement is done in this country.

A skillful, highly sought-after speaker, Harlan delivers presentations that will give you a very different perspective. He often asked his clients and professional partners, “If what you thought you knew about mortgages and financial planning was wrong, when would you want us to tell you?”

When Harlan isn’t helping his clients and trusted professionals with home equity retirement strategies, he enjoys serving as a wedding officiant, traveling and spending time with his family. He and his wife, Brenda, have been married for over thirty years, and they currently reside in Minnesota. They have four adult sons, each now married, and three grandchildren.

 

Jane CebrynskiJane Cebrynski

Certified Sports Life Coach and Chief Wellbeing Officer, Patterson Sports Ventures

 

 

 

Title:

"How Women Win"

 

 

 

 

Summary:

It's no secret that women are not the best at putting themselves first. They spend much of their energy worrying about whether they are good enough, whether they are doing enough. They are so busy trying to prove their worth through their "accomplishments" and "successes" that their self-worth diminishes. Jane will show you how you can become more empowered to take back your life in order to WIN at LIFE -- professionally, personally and philanthropically. Through an interactive experience you will receive some tools that will allow you to train for life just as intentionally as athletes train for sport in order to become CHAMP10NS for themselves, for others and for their well-being. You will develop your own definition of success and develop the skill to say NO, so you can say YES to what really matters. You will understand the Power of Full Engagement and how that impacts all aspects of your life. 

Bio:

Jane's passion for coaching harkens back to her career as a sales manager and consultant, training and coaching sales professionals and management teams within the radio industry. That experience, combined with the challenges she faced in her personal life, gave Jane a twofold mission: to coach other professionals and individuals going through transition and to specialize in working with organizations for the development of healthy employees to make a positive impact on the bottom line. As a former small business owner and business developer, Jane understands the overwhelming demands that impact the everyday life of entrepreneurs and sales professionals. Jane coaches using the 3D tools to give others the opportunity to create a deliberate and sustaining strategy for living and working a more balanced and fulfilled life. Jane is a certified yoga insutructor, a licensed real estate agent, and founder of a nonprofit serving women and children, New Pathways for Youth.

 

Jackie WilkeJackie Wilke

Vice President, Advisor Consultant, First Trust

 

 

 

Title:

"The 4 C’s: Influence Accelerator for Reputational Marketing"

 

 

 

Summary:

"Influence" is the result of building authority, credibility and trust by adding consistent, relevant value to your target audience. It often translates to lead generation, demand generation and professional contrast. When leveraged together, the 4 C's (Content, Channels, Curate, Consistency) are the keys to unlocking your competitive edge in a high tech, high touch, hybrid (in-person and virtual) world.

Bio:

With more than 20 years of industry experience, Jackie brings hindsight, insight and foresight from her work with elite professionals and enterprises to helping others that are future-focused, growth minded and high performing. Her expertise is in modern business development and is applied through defining, designing and deploying strategies and mindsets necessary to deliver specified outcomes. She has a focus on women, new generations and multi-generational families and is the author of the Insights & Innovations best practices blog.