2025 FPA Puget Sound Symposium

Date

Thu, May 8, 2025

8:00AM-5:00PM PST

Location

Seattle Convention Center
Summit Building
900 Pine St. I 5th Floor
Seattle, WA 98101

Registration fees

Early-Bird: Through March 21

FPA Member: $315
Non-Member: $390
Full-Time Student: $160
FPA Board Member: $185

Regular Rates: March 22 through May 1

Member Full Symposium: $365
Non-Member Full Symposium: $440
Student Full Symposium: $160
FPA Board Full Symposium: $185

Onsite: May 8, 2025 (At door surcharge applies)

FPA Member: $395
Non-Member: $470
Full-Time Student: $185

CANCELLATION POLICY: All cancellations received on or before April 25, 2025 will receive a refund, less a $30 processing fee. No refunds will be given for cancellations made after April 25, 2025. Attendee substitutions are permitted. All cancellations and substitutions must be in writing and sent via email to info@fpapugetsound.org. Substitution requests must be in writing via email to info@fpapugetsound.org no later than 7 days prior to the event start.

Affiliated chapters

FPA of Puget Sound

Early bird registration now open!

An In-Depth Look at Optimal Rebalancing Strategies, and

Strategies for Managing Sequence of Return Risk in Retirement

Are you a financial planning professional in the Pacific Northwest seeking to enhance your expertise and connect with fellow industry leaders? The 2025 FPA Puget Sound Symposium is the perfect opportunity for you. Scheduled for Thursday, May 8, 2025, at the Seattle Convention Center I Summit, this highly anticipated annual event is designed specifically for CFPs, estate planning attorneys, CPAs, and all financial planning professionals eager to grow their knowledge and professional network.

This full-day symposium is more than just a gathering; it serves as an exceptional platform for learning, sharing insights, and fostering connections among peers. Attendees will have the unique opportunity to engage with industry experts, participate in enlightening discussions, and gain up to 5 hours of continuing education credits in their respective fields. The event is known for drawing some of the brightest minds in the financial planning industry, creating an ideal environment for networking and collaboration.

By attending the FPA Puget Sound Symposium, you will not only expand your knowledge base but also position yourself at the forefront of the financial planning profession. Don't miss this chance to elevate your career and build lasting relationships with like-minded professionals. Mark your calendars and prepare for an enriching experience that promises to inspire and empower your professional journey.

2025 Title Sponsor

Topic

Education Planning

Estate Planning

General Financial Planning Principles

Healthcare Planning

Investment Planning

Practice Management

Tax Planning

Professional role

C-Suite

Lead Financial Planner

Tax Planner

Estate Planner

Operations

Marketing & Communications

Compliance

Academic/Faculty

Career stage

Learning / Aspiring

Early-Career

Mid-Career

Advanced/Established-Career

Speakers & Topics

View the lineup of speakers and topics for our highly anticipated 2025 Symposium. Stay tuned for more details on the full agenda and speaker profiles as we approach the event date!

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Directions, Parking & Lodging

Visit this link for helpful guides on directions, parking and lodging.

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Sponsorship Opportunities

Join us in our mission to educate and empower financial professionals and let us help you elevate your organization’s profile in the process. Together, we can make a significant impact in the financial planning industry.

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