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.
7:40 - 8:20 AM: Registration, Breakfast & Networking
8:20 - 8:40 AM: Welcome & Opening Remarks
8:40 - 10:25 AM: General Session
Ed Slott’s 2026 Retirement Tax Playbook
Turning OBBBA into One Big Beautiful Opportunity: How Proactive Planning Can Permanently Lower Lifetime Taxes
10:25 - 10:45 AM: Break
10:45 - 11:45 AM: Breakout Sessions
- Room 436: Topic coming soon
Avantis Investors - Room 435: 2026 Rate and Housing Forecast
Jeff McGinnis I CrossCountry Mortgage - Room 434: Coaching Skills for Financial Advisors: Navigating Behavioral Finance with Confidence
Liv Olson, PCC I Liv Olson Consulting
11:45 - 11:55 AM: Transition Break
11:55 AM - 12:55 PM: Buffet Lunch & FPA Puget Sound Chapter Update, FPA Puget Sound President, Courtney Hastings, CFP®
12:55 - 1:05 PM - Transition Break
1:05 - 2:05 PM: Breakout Sessions
- Room 436: M&A, Selling a Business, and Real Talk from Deal World
Ryan Hemmert, MBA, CPA I Washington Business Brokers, LLC - Room 435: Creative Tax Planning Through Philanthropy
Natalie Pond, CAP® I Seattle Foundation - Room 434: Guiding Clients Through Divorce: Best Practices for Financial Advisers
Jesse Deason, CFP®, CDFA®, EA I Serene Divorce Planning, LLC
2:05 - 2:30 PM: Afternoon Refreshment Break - Bring Your Sweet Tooth!
2:30 - 3:30 PM: Breakout Sessions
- Room 436: Tax Considerations for Clients Relocating Internationally
Maria Szobi, CPA I Pressburg Tax Services, PLLC - Room 435: The Death of the 60/40 Glidepath - and Crypto's New Role in it's Replacement
Don Friedman, CBDA I Digital Assets Council of Financial Professionals - Room 434: Topic coming soon
3:30 - 3:45 PM: Break
3:45 - 3:55 PM: Drawings & Giveaways - Main Ballroom
3:55 - 4:55 PM: Closing General Session
Your Money: Reimagining Wealth Through Simple Sketches
Carl Richards I The Behavior Gap
4:55 - 5:00 PM: Closing Remarks
5:00 - 6:00 PM: Wine Down Reception!
Join FPA and our Partners for Wine Down & Hors D'oeuvres! The generous support from our Partners makes this event possible and we thank them for supporting our mission. The mixer will be a great opportunity to foster conversation and make lasting connections.