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
AM Keynote Sessions 8:00 - 10:30 AM I PM Keynote Session 3:55 - 4:55 PM
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
10:45-11:45 AM - Breakout Sessions
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
Market Outlook: Seeking Resiliency in an Era of Uncertainty
Matt Bartolini, CFA I State Street Global Advisors
1:05-2:05 PM - Breakout Sessions
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)
Financial Planning in the Age of Climate Change
Dan Carreno, CIMA, CSRIC, O-Six Impact Partners
Tax-Advantaged Wealth: How Oil & Gas Investments Can Benefit Your Clients
Michael Bacani, Eckard Enterprises
2:30-3:30 PM - Breakout Sessions
Implement, Enhance, and Scale Your Offering for Tech Clients
Russell Kroeger, CFP, Trayecto
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.
Maximizing Client Engagement: Innovative Philanthropic Strategies
Sean V. Owen, Ph.D., CFP®, CRPC®, APMA®I Vinoble Group & Natalie Pond I Seattle Foundation
5:00 - 6:00 PM: Wine Down Reception!
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