Online registration is now closed. We will accept walk-in registrations at the door.
Join us on the 21st Floor Top of the WAC at the Washington Athletic Club for our first in-person meeting of 2024. Attendees will get to hear two timely topics, receive 2 CE, and enjoy sweeping views of the vast Puget Sound.
- Registration & Breakfast Buffet | 8:30 AM – 8:45 AM
- Breakfast, Welcome & Announcements I 8:45 AM - 9:00 AM
- Healthcare: Plan for Healthcare Costs in Retirement I 9:00 AM - 9:50 AM
- Break I 9:50 AM - 10:00 AM
- Topic 2 - TCJA Sunset I 10:00 AM - 10:50 AM
CE CREDITS: This event will be approved for two CFP® CE credits and two CPA credits. You will be asked to sign in when you arrive in order to be eligible for credit. FPA of Puget Sound will report all credits to the CFP® Board following the event. Your credit can then be confirmed in the CFP Portal within 7 business days following the event. If you require CPA CE we will provide you with a CE Certificate of Attendance to self-file.
Plan for Healthcare Costs in Retirement
Dave Harris - Vice President, Insights & Solutions Field Team
Nationwide
This informative session will help financial professionals quantify and simplify potential health care costs in retirement. Nationwide's suite of educational materials, tools such as the Health Care/Long-Term Care Cost Assessment, and hands on support help quantify possible future health care costs and create a custom plan. During this session Dave will discuss how health care costs in retirement can become a risk to the success of a retirement income plan, and strategies to reduce this potential risk. We will also discuss the specifics of Medicare, the different parts and plans of Medicare, and how to estimate this ever-increasing cost. We will discuss how health care cost in retirement can become a risk to the success of a retirement income plan, and strategies to reduce this potential risk. We will discuss the specifics of the Medicare System. Including when and how to file for Medicare, the different parts and plans of Medicare, and how to estimate this ever-increasing cost.
Topic 2 - Estate & Tax Planning Strategies (Updated topic!)
Nika Toce, CPA, MBA - Hutchinson & Walter, CPA's
Gift and Estate Planning is essential right now for clients who haven't already done this due to the 1/1/2026 sunset of the current amount, $13 million federal and gift exemption. During this presentation Nika will go over what you and your clients need to know about the upcoming changes such as important dates, thresholds, and actions to take before this benefit is lost.