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