7:30 AM - 8:30 AM: Registration, Breakfast & Networking
8:30 AM - 8:40 AM: Welcome & Opening Remarks
8:40 AM - 9:40 AM: General Session
2024 Federal Tax Update
Sam Donaldson - Professor at Law at Georgia State University
One of the highlights of this year’s symposium is keynote speaker, Samuel A. Donaldson, a nationally renowned speaker and Professor of Law at Georgia State University. With a wealth of experience in estate planning and taxation, Professor Donaldson has received accolades for his exceptional teaching and contributions to the field. He is an esteemed Academic Fellow of the American College of Trust and Estate Counsel (ACTEC) and has authored significant works in tax law and estate planning.
9:40 AM - 10:00 AM: Break
10:00 AM - 11:00 AM: Session Block 1
- 1A: Future Proof Your Practice: Resilience
Wassan Kasey, CFA - Capital Group I American Funds - 1B: Estate Planning Ideas Worth Stealing
Sam Donaldson - Professor of Law at Georgia State University - 1C: Above the Fray
Wes Crill, Ph.D. I Dimensional Fund Advisors
11:00 AM - 11:15 AM: Break
11:15 AM - 12:15 PM: Lunch & Chapter Update, FPA Puget Sound President, Courtney Hastings, CFP®
12:15 PM - 12:25 PM - Transition Break
12:25 PM - 1:25 PM: Session Block 2
- 2A:Change on the Horizon: What the Sunset of the TCJA Could Mean for You
Brandon Smith, J.D., LL.M. (Taxation) & Kristi Mathisen I Laird Norton Wetherby - 2B: Senior Care Planning 101 (LTC/Home Care)
Flanna Perkins & Kris Kirwan I Fedelta Home Care - 2C: The Changing Landscape of College Planning
Luke Minor I WA529 Director I Washington College Savings Plans (WA529)
1:25 PM - 1:45 PM: Afternoon Refreshment Break - Bring Your Sweet Tooth!
1:45 PM - 2:45 PM: Session Block 3
- 3A: Mastering Healthcare Planning: Guide Clients Through Health Insurance Decisions with Confidence
Christine Simone, CEO, Caribou - 3B: Revitalize Your Client's Insurance Portfolio: Strategies for Maximizing Mature and Overlooked Policies
Craig Welch, CFP®, CLU® I Long Road Risk Management Services - 3C: Future of Financial Planning with AI and How to Integrate It Into Your Business
Rahul Zende, Principal Data Scientist I Navy Federal Credit Union
2:45 PM - 3:05 PM: Break
3:00 PM - 3:10 PM: Drawings & Giveaways - Main Ballroom
3:10 PM - 4:10 PM: Closing General Session
Financial Planning at the End of Life
Carolyn McClanahan, M.D., CFP® - Founder & President of Life Planning Partners
4:10 PM - 4:15 PM: Closing Remarks
4:15 PM - 5:30 PM: Wine Down Reception!
Join FPA and our Partners for Wine Down & Hors D'oeuvres! The generous support from our Partners makes this event possible and we thank them for supporting our mission. The mixer will be a great opportunity to foster conversation and make lasting connections.
Thank you to our Wine Down Reception Sponsor
