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