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.
7:30 AM - 8:30 AM: Registration, Breakfast & Networking
8:30 AM - 8:45 AM: Welcome & Opening Remarks
8:45 AM - 10:00 AM: General Session
Fine to Flourish: Making Review Meetings Fun Again
Meghaan Lurtz, Ph.D., FBS™ - Professor at Kansas State University & Speaker with Kitces.com
10:00 AM - 10:30 AM: Break
10:30 AM - 11:30 AM: Session Block 1
- 1A: Hidden Revenue Gaps: Solutions with Trustee Services - Christopher Holtby - Wealth Advisors Trust Co. (1 CFP, CPA, CIMA CE)
- 1B: Understanding the Opportunities in Impact Investing - Josh Hile, CFA, CPA - CEO, Citizen Mint (1 CFP, CPA, CIMA CE)
- 1C: Practical Application of the New Washington State Long-Term Capital Gains Excise Tax - Ashley Francis, CPA - The Francis Group, PLLC & Heidi Bitterman - Whittier Trust (! CFP, CPA, CIMA CE)
11:30 AM - 11:40 AM: Transition Break
11:40 AM - 12:40 PM: Lunch & Chapter Update, FPA Puget Sound President, Brian Burgess, CFP®
12:40 PM - 12:45 PM - Transition Break
12:45 PM - 1:45 PM: Session Block 2
- 2A: Opportunities in Global Real Estate & 721 Tax Free Exchanges - Jeff Walters, CFP® & Ryan McCullough - Hines Real Estate (1 CFP, CPA, CIMA CE)
- 2B: 2 Scary Things: Figuring Out How to Pay for College & Discussing it With Your Child - Heidi King I College Inside Track (1 CFP, CPA, CIMA CE)
- 2C: Trust and LLCs in Private Client Insurance & Risk Management - Ian Chamberlin, CPCU, SCLA I PURE Insurance (1 CFP, CPA, CIMA CE)
1:45 PM - 2:15 PM: Afternoon Refreshment Break - Bring Your Sweet Tooth!
2:15 PM - 3:15 PM: Session Block 3
- 3A: Discover Effective Teams: How Conversation, Relationships, Work & Outcomes Hold the Keys to Highly Successful Teams - Liv Olson, CEO - Liv Olson Consulting (Pending CE approval)
- 3B: Welcome Back, Income - Venk Reddy - Osterweis Capital Management (1 CFP, CPA, CIMA CE)
- 3C: Monetizing Home Equity - Rebecca Rainsberger - Longbridge Financial (1 CFP, CPA, CIMA CE)
- 3D: Five Golden Rules of Business Development - Marilyn Richards - Richards Consulting Group (Practice Management)
3:15 PM - 3:25 PM: Break
3:25 PM - 3:35 PM: Drawings & Giveaways - Main Ballroom
3:35 PM - 4:35 PM: Closing General Session
Applied Behavioral Finance
Jay Mooreland, MS, CFP® - Behavioral Finance Network
4:35 PM - 4:40 PM: Closing Remarks
4:40 PM - 6:00 PM: Wine Down & Hors D'oeuvres!
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.
