The following files have been provided by our speakers for use and reference by all FPA Puget Sound Symposium attendees. To access the materials, please click the download button under the session(s) of your choosing. Please note that not all speakers have permitted access to their materials. Accuracy and timeliness of the information provided cannot be guaranteed and should be verified with the original author prior to further use. Individual authors may have reserved copyrights on this material and as such, any further dissemination of the information provided herein must have the appropriate approval of the authors and/or companies represented.
2024 FPA Puget Sound Symposium Handout Materials
            Keynote Presenters
      
         
  
            Financial Planning at the End of Life
      
                                      Carolyn McClanahan, MD, CFP® - CEO & Founder, Life Planning Partners
       
  
            Breakout Session - Block 1
      
        10:00 AM - 11:00 AM
      
         
  
            Future Proof Your Practice: Resilience
      
                                      Wassan Kasey, CFA - Capital Group/American Funds
       
   
  
            Estate Planning Ideas Worth Stealing
      
                                      Sam Donaldson, JD, LLM, AEP - GSU College of Law
      
            Breakout Session - Block 2
      
        12:25 PM - 1:25 PM
      
         
  
            Change on the Horizon: What the Sunset of the TCJA of 2017 Could Mean for You
      
                                      Brandon Smith, J.D., LL.M. (Taxation) & Kristi Mathisen I Laird Norton Wetherby
       
  
            Senior Care Planning 101 (LTC/Home Care)
      
                                      Handout not available
       
  
            The Changing Landscape of College Planning
      
                                      Luke Minor I WA529 Director I Washington College Savings Plans (WA529)
      
            Breakout Session - Block 3
      
        1:45 PM - 2:45 PM
      
         
  
            Mastering Healthcare Planning: Guide Clients Through Health Insurance Decisions with Confidence
      
                                      Christine Simone - CEO, Caribou
       
  
            Revitalize Your Client's Insurance Portfolio: Strategies for Maximizing Mature and Overlooked Policies
      
                                      Craig Welch, CFP®, CLU® I Long Road Risk Management Services
       
  
            Future of Financial Planning with AI and How to Integrate It Into Your Business
      
                                      Speaker handout will not be made available