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. Each session qualifies for 1 CFP, CPA, CIMA/IMCA CE.

Wednesday, February 18

12:00 - 2:00: CFP Ethics (virtual event - 2 CFP Ethics CE)

4:30 - 6:30: Pre-Conference Networking Happy Hour @ Bar Louie (Las Colinas)

Thursday, February 19

7:00 - 8:00: Registration and check in + breakfast

8:00 - 8:10: Welcome and opening remarks

8:10 - 9:10: KEYNOTE I
Scaling Advice: From Financial Advisor to Financial Advicer
Michael Kitces, MSFS®, MTAX, CFP®, CLU, ChFC®, RHU®, REBC®, CASL®

9:10 - 9:30: Morning networking break - meet the sponsors!

9:30 - 10:30: KEYNOTE II
Strategies for Managing Sequence of Return Risk in Retirement
Michael Kitces, MSFS®, MTAX, CFP®, CLU, ChFC®, RHU®, REBC®, CASL®

10:30 - 10:45: Break

10:45 - 11:35: BREAKOUT SESSIONS - TRACK I

  • MAVERICKS ROOM
    Education & Tax Planning Changes from OBBBA
    Ross Riskin, CPA/PFS, CCFC I Riskin Wealth Management
  • STARS ROOM
    Coming soon!
  • RANGERS ROOM
    Pull Don't Push: Designing Effective Talent Management Feedback Systems
    Kelli Cruz I Cruz Consulting Firm

11:35 - 11:45: Break

11:45 - 1:15: Buffet Lunch & Network with Our Sponsors

  • State of the FPA DFW Chapter, FPA DFW President, Greg Lanier, CFP®, RLP®
  • Diamond Sponsor Spotlight
  • Keynote III

1:15 - 1:35: Break

1:35 - 2:25: BREAKOUT SESSIONS - TRACK II

  • MAVERICKS ROOM
    Coming soon!
  • STARS ROOM
    Coming soon!
  • RANGERS ROOM
    Invisible Assets, Real Impact: Why Digital Legacy Planning Belongs in Every Advisor's Toolbox
    Kate Hufnagel I The Digital Wrangler®

2:25 - 2:40: Break

2:40 - 3:30: BREAKOUT SESSIONS - TRACK III

  • MAVERICKS ROOM
    Coming soon!
  • STARS ROOM
    Artificial Intelligence 
    Craig Kirkpatrick, CBDA I Optimal Advisor AI
  • RANGERS ROOM
    Self Determination Theory: Leveraging Your Clients' Innate Desire for Growth
    Amy Mullen, CFP® I Money Quotient, Inc.

3:30 - 3:40: Mini-Transition Break

3:40 - 3:55: Door Prize Drawings & Announcements

3:55 - 4:45: KEYNOTE IV
Six Dimensions of Client Service
Bob Veres I Inside Information

4:45 - 5:45: WINE DOWN RECEPTION

Join FPA DFW and our Partners for a relaxing and enjoyable evening at the Wine Down Reception! This event is made possible thanks to the generous support of our Partners, and we are truly grateful for their continued commitment to our mission.

Unwind, connect, and converse with fellow attendees in a casual setting designed to foster meaningful conversations and lasting professional relationships.

We look forward to raising a glass with you!