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.

Handout materials will not be provided for the following sessions:

  • Estate Planning Pitfalls - Setareh Mahmoodi
  • Implement, Enhance, and Scale Your Offering for Tech Clients - Russell Kroeger

Keynote Presenters

An In-Depth Look at Optimal Rebalancing Strategies

Michael Kitces, MSFS®, MTAX, CFP®, CLU, ChFC®, RHU®, REBC®, CASL®
Handout materials

Strategies for Managing Sequence of Return Risk in Retirement

Michael Kitces, MSFS®, MTAX, CFP®, CLU, ChFC®, RHU®, REBC®, CASL®
Handout materials

Using the Principles of Financial Psychology to Enhance Client Outcomes

Danika Waddell, CFP®, RLP®, Partner & Lead Planner, XENA Financial Planning
Handout materials

10:45-11:45 AM - Breakout Sessions

Active? Passive? The Wrong Questions Fiduciaries Are Asking

Rob Harvey, CFA, Dimensional Fund Advisors
Handout materials

Will TCJA Go On Forever and Kill the Roth Conversion?

Steven Jarvis, CPA, MBA, Retirement Tax Services
Handout materials

Market Outlook: Seeking Resiliency in an Era of Uncertainty

Matt Bartolini, CFA I State Street Global Advisors
Handout materials

1:05-2:05 PM - Breakout Sessions

Financial Planning for Education: Tips and strategies for families to save and plan for future education costs

Luke Minor, Senior Director, Washington Student Achievement Council (WSAC)
Handout materials

Financial Planning in the Age of Climate Change

Dan Carreno, CIMA, CSRIC, O-Six Impact Partners
Handout materials

Tax-Advantaged Wealth: How Oil & Gas Investments Can Benefit Your Clients

Michael Bacani, Eckard Enterprises
Handout materials

2:30-3:30 PM - Breakout Sessions

Handout materials will not be provided for the following sessions: Estate Planning Pitfalls - Setareh Mahmoodi Implement, Enhance, and Scale Your Offering for Tech Clients - Russell Kroeger

Implement, Enhance, and Scale Your Offering for Tech Clients

Russell Kroeger, CFP, Trayecto

Estate Planning Pitfalls: Common Mistakes That Put Clients at Risk & How Financial Advisors Can Help Avoid Them

Setareh Mahmoodi, J.D. I Law Offices of Setareh Mahmoodi, P.S.

Maximizing Client Engagement: Innovative Philanthropic Strategies

Sean V. Owen, Ph.D., CFP®, CAP®, CRPC®, APMA®I Composition Wealth & Natalie Pond I Seattle Foundation
Handout materials