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.

Keynote Presenters

Financial Planning at the End of Life

Carolyn McClanahan, MD, CFP® - CEO & Founder, Life Planning Partners
Download presentation

Federal Tax Update

Sam Donaldson, JD, LLM, AEP - GSU College of Law
Download presentation

Breakout Session - Block 1

10:00 AM - 11:00 AM

Future Proof Your Practice: Resilience

Wassan Kasey, CFA - Capital Group/American Funds
Download presentation

Above the Fray

Wes Crill, Ph.D. I Dimensional Fund Advisors
Download presentation

Estate Planning Ideas Worth Stealing

Sam Donaldson, JD, LLM, AEP - GSU College of Law
Download presentation

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
Download presentation

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)
Download presentation

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
Download presentation

Revitalize Your Client's Insurance Portfolio: Strategies for Maximizing Mature and Overlooked Policies

Craig Welch, CFP®, CLU® I Long Road Risk Management Services
Download presentation

Future of Financial Planning with AI and How to Integrate It Into Your Business

Speaker handout will not be made available