Meet the 2024 FPA Puget Sound Symposium presenters

Are you a financial planning professional in Washington looking for an opportunity to expand your knowledge and network with industry experts? Look no further than the highly anticipated 2024 FPA Puget Sound Symposium! This annual event promises to be a valuable experience for all financial planning professionals. The symposium an exceptional platform for learning, exchanging ideas, and building connections. Attendees will have the chance to engage with industry leaders and gain up to five hours of continuing education credits. This event is renowned for attracting the brightest minds in the industry, providing a conducive environment for networking and collaborating with like-minded professionals.

2024 Keynote Speakers

Federal Tax Update

Sam Donaldson, J.D., LL.M. (Taxation), A.E.P. - Professor of Law at Georgia State University College of Law
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Financial Planning at the End of Life

Carolyn McClanahan, MD, CFP® - CEO & Founder, Life Planning Partners
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Breakout Session Speakers

Future Proof Your Practice: Resilience

Wassan Kasey, CFA - Capital Group/American Funds
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Above the Fray

Wes Crill, Ph.D. I Dimensional Fund Advisors
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Estate Planning Ideas Worth Stealing

Sam Donaldson, J.D., LL.M. (Taxation), A.E.P. - Professor of Law at Georgia State University College of Law
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Senior Care Planning 101 (LTC/Home Care)

Flanna Perkins I Fedelta Home Care
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Change on the Horizon: What the Sunset of the TCJA of 2017 Could Mean for You

Brandon Smith, J.D., LL.M. (Taxation) & Kristi Mathisen I Laird Norton Wetherby
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The Changing Landscape of College Planning

Luke Minor I WA529 Director I Washington College Savings Plans (WA529)
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Future of Financial Planning with AI and How to Integrate It Into Your Business

Rahul Zende, Principal Data Scientist I Navy Federal Credit Union
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Mastering Healthcare Planning: Guide Clients Through Health Insurance Decisions with Confidence

Christine Simone - CEO, Caribou
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Revitalize Your Client's Insurance Portfolio: Strategies for Maximizing Mature and Overlooked Policies

Craig Welch, CFP®, CLU® I Long Road Risk Management Services
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