Meet the 2023 FPA Puget Sound Symposium presenters.
2023 FPA Puget Sound Symposium Speakers
2023 General Session Presenters
Fine to Flourish – Making Review Meetings Fun Again!
Meghaan Lurtz, Ph.D., FBS™ - Professor at Kansas State University & Speaker with Kitces.com
2023 Breakout Session Presenters
Hidden Revenue Gaps: Solutions with Trustee Services
Christopher Holtby, CPWA - Wealth Advisors Trust Co.
Understanding the Opportunities in Impact Investing
Josh Hile, CFA, CPA - Citizen Mint
Practical Application of the New Washington State Long-Term Capital Gains Excise Tax
Ashley Francis, CPA - The Francis Group, PLLC & Heidi Bitterman - Whittier Trust
Opportunities In Global Real Estate & 721 Tax Free Exchanges
Jeff Walters, CFP® & Ryan McCullough - Hines Real Estate
2 Scary Things: Figuring Out How to Pay for College AND Discussing it With Your Child
Heidi King - College Inside Track
Trust and LLCs in Private Client Insurance and Risk Management
Ian Chamberlin, CPCU, SCLA - PURE Insurance
Discover Effective Teams: How Conversation, Relationships, Work & Outcomes Hold the Keys to Highly Successful Teams
Liv Olson - Founder, Liv Olson Consulting
Fixed Income Investing Strategy for Better Returns
Venk Reddy - Osterweis Capital Management
Five Golden Rules of Business Development
Marilyn Richards - Richards Consulting Group
