No matter where you are in your career or how you practice, the FPA Puget Sound Symposium offers stimulating content and sessions relevant to you.
7:15 - 8:00 AM: Registration, Breakfast & Networking
8:00 - 8:10 AM: Welcome & Opening Remarks
8:10 - 9:10 AM: General Session
An In-Depth Look at Optimal Rebalancing Strategies
Michael Kitces, MSFS®, MTAX, CFP®, CLU, ChFC®, RHU®, REBC®, CASL®
9:10 - 9:30 AM: Break
9:30 - 10:30 AM: General Session
Strategies for Managing Sequence of Return Risk in Retirement
Michael Kitces, MSFS®, MTAX, CFP®, CLU, ChFC®, RHU®, REBC®, CASL®
10:30 - 10:45 AM: Break
10:45 - 11:45 AM: Session Block 1
- Room 436: Active? Passive? The Wrong Questions Fiduciaries Are Asking
Rob Harvey, CFA I Dimensional Fund Advisors - Room 435: Will TCJA Go On Forever and Kill the Roth Conversion
Steven Jarvis, CPA, MBA I Retirement Tax Services - Room 434: Market Outlook: Seeking Resiliency in an Era of Uncertainty
Matt Bartolini, CFA I State Street Global Advisors
11:45 - 11:55 AM: Transition Break
11:55 AM - 12:55 PM: Buffet Lunch & FPA Puget Sound Chapter Update, FPA Puget Sound President, Courtney Hastings, CFP®
12:55 - 1:05 PM - Transition Break
1:05 - 2:05 PM: Session Block 2
- Room 436: Financial Planning for Education: Tips & Strategies for Families to Save and Plan for Future Education Costs
Luke Minor, Senior Director I Washington Student Achievement Council (WSAC) - Room 435: Financial Planning in the Age of Climate Change
Dan Carreno, CIMA®, CSRIC® I O-Six Impact Partners - Room 434: Tax-Advantaged Wealth: How Oil & Gas Investments Can Benefit Your Clients
Michael Bacani I Eckard Enterprises, LLC
2:05 - 2:30 PM: Afternoon Refreshment Break - Bring Your Sweet Tooth!
2:30 - 3:30 PM: Session Block 3
- Room 436: Implement, Enhance, and Scale Your Offering for Tech Clients
Russell Kroeger, CFP® I Trayecto - Room 435: Estate Planning Pitfalls: Common Mistakes That Put Clients at Risk & How Financial Advisors Can Help Avoid Them
Setareh Mahmoodi, J.D. I Law Offices of Setareh Mahmoodi, P.S. - Room 434: Maximizing Client Engagement: Innovative Philanthropic Strategies
Sean V. Owen, Ph.D., CFP®, CRPC®, APMA® I Vinoble & Natalie Pond I Seattle Foundation
3:30 PM - 3:45 PM: Break
3:45 - 3:55 PM: Drawings & Giveaways - Main Ballroom
3:55 - 4:55 PM: Closing General Session
Using the Principles of Financial Psychology to Enhance Client Outcome
Danika Waddell, CFP®, RLP®, Partner & Lead Planner I XENA Financial Planning
4:55 - 5:00 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
