Are you a financial planning professional in Washington looking for an opportunity to expand your knowledge and network with industry experts? Look no further than the highly anticipated 2024 FPA Puget Sound Symposium! This annual event promises to be a valuable experience for all financial planning professionals. The symposium an exceptional platform for learning, exchanging ideas, and building connections. Attendees will have the chance to engage with industry leaders and gain up to five hours of continuing education credits. This event is renowned for attracting the brightest minds in the industry, providing a conducive environment for networking and collaborating with like-minded professionals.
2024 FPA Puget Sound Symposium Speakers
2024 Keynote Speakers
Federal Tax Update
Sam Donaldson, J.D., LL.M. (Taxation), A.E.P. - Professor of Law at Georgia State University College of Law
Financial Planning at the End of Life
Carolyn McClanahan, MD, CFP® - CEO & Founder, Life Planning Partners
Breakout Session Speakers
Estate Planning Ideas Worth Stealing
Sam Donaldson, J.D., LL.M. (Taxation), A.E.P. - Professor of Law at Georgia State University College of Law
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
The Changing Landscape of College Planning
Luke Minor I WA529 Director I Washington College Savings Plans (WA529)
Future of Financial Planning with AI and How to Integrate It Into Your Business
Rahul Zende, Principal Data Scientist I Navy Federal Credit Union
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