Are you a financial planning professional looking for an opportunity to expand your knowledge and network with industry experts? Look no further than the highly anticipated 2025 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 six-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.
2025 FPA Puget Sound Symposium Speakers
2025 Keynote Speakers
Back to Back Keynote Sessions: An In-Depth Look at Optimal Rebalancing Strategies, and Strategies for Managing Sequence of Return Risk in Retirement
Michael Kitces, MSFS®, MTAX, CFP®, CLU, ChFC®, RHU®, REBC®, CASL®
Using the Principles of Financial Psychology to Enhance Client Outcomes
Danika Waddell, CFP®, RLP®, Partner & Lead Planner, XENA Financial Planning
10:45-11:45AM - Breakout Sessions
Check back often for updates!
Active? Passive? The Wrong Questions Fiduciaries Are Asking
Rob Harvey, CFA, Dimensional Fund Advisors
Will TCJA Go On Forever and Kill the Roth Conversion?
Steven Jarvis, CPA, MBA, Retirement Tax Services
12:25-1:25PM - Breakout Sessions
Check back often for updates!
Financial Planning in the Age of Climate Change
Dan Carreno, CIMA, CSRIC, O-Six Impact Partners
Financial Planning for Education: Tips and strategies for families to save and plan for future education costs.
Luke Minor, Senior Director, Washington Student Achievement Council (WSAC)
1:45-2:45PM - Breakout Sessions
Implement, Enhance, and Scale Your Offering for Tech Clients
Russell Kroeger, CFP, Trayecto
Maximizing Client Engagement: Innovative Philanthropic Strategies
Sean V. Owen, Ph.D., CFP®, CRPC®, APMA®I Vinoble Group & Natalie Pond I Seattle Foundation