The following files have been provided by our speakers for use and reference by all FPA Puget Sound Symposium attendees. To access the materials, please click the download button under the session(s) of your choosing. Please note that not all speakers have permitted access to their materials. Accuracy and timeliness of the information provided cannot be guaranteed and should be verified with the original author prior to further use. Individual authors may have reserved copyrights on this material and as such, any further dissemination of the information provided herein must have the appropriate approval of the authors and/or companies represented.

Note: Handout materials are not available for the following presentations: Trust and LLCs in Private Client Insurance and Risk Management & Welcome Back, Income: Fixed Income Investing Strategy for Better Returns

    2023 General Session Presenters

    Fine to Flourish – Making Monitoring Meetings Fun Again!

    Meghaan Lurtz, Ph.D., FBS™ - Professor at Kansas State University & Speaker with Kitces.com
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    Applied Behavioral Finance

    Jay Mooreland, MS, CFP® - Behavioral Finance Network
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    2023 Breakout Session Presenters

    Hidden Revenue Gaps: Solutions with Trustee Services

    Christopher Holtby, CPWA - Wealth Advisors Trust Co.
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    Understanding the Opportunities in Impact Investing

    Josh Hile, CFA, CPA - Citizen Mint
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    Practical Application of the New Washington State Long-Term Capital Gains Excise Tax

    Ashley Francis, CPA - The Francis Group, PLLC & Heidi Bitterman - Whittier Trust
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    Opportunities In Global Real Estate & 721 Tax Free Exchanges

    Jeff Walters, CFP® & Ryan McCullough - Hines Real Estate
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    2 Scary Things: Figuring Out How to Pay for College AND Discussing it With Your Child

    Heidi King - College Inside Track
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    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
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    Welcome Back, Income: Fixed Income Investing Strategy for Better Returns

    Venk Reddy - Osterweis Capital Management

    Five Golden Rules of Business Development

    Marilyn Richards - Richards Consulting Group
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    Monetizing Home Equity

    Rebecca Rainsberger - Longbridge Financial
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