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.

  • Several sessions are awaiting handout materials and will be added once the FPA office receives them from the speaker.
     
  • Ed Slott will not have handout materials.

2026 Keynote Speakers

AM Keynote Sessions 8:20 - 10:25 AM I PM Keynote Session 3:55 - 4:55 PM

Ed Slott’s 2026 Retirement Tax Playbook Turning OBBBA into One Big Beautiful Opportunity: How Proactive Planning Can Permanently Lower Lifetime Taxes (No Handout)

Ed Slott, CPA I Ed Slott & Company, LLC - America's IRA Experts

Your Money: Reimagining Wealth Through Simple Sketches

Carl Richards I The Behavior Gap

10:45-11:45 AM - Breakout Sessions

2026 Rate and Housing Forecast

Jeff McGinnis I CrossCountry Mortgage
Handout materials

How to Make Sure You’re Not Shopping at 7-11: Considerations for Value Strategies

Daniel Ong, CFA I Avantis Investors

Coaching Skills for Financial Advisors: Navigating Behavioral Finance with Confidence

Liv Olson, PCC I Liv Olson Consulting

1:05-2:05 PM - Breakout Sessions

M&A, Selling a Business, and Real Talk from Deal World

Ryan Hemmert, MBA, CPA I Washington Business Brokers, LLC

Creative Tax Planning Through Philanthropy

Natalie Pond, CAP® I Seattle Foundation
Handout materials

Guiding Clients Through Divorce: Best Practices for Financial Advisors

Jesse Deason, CFP®, CDFA®, EA I Serene Divorce Planning, LLC

2:30-3:30 PM - Breakout Sessions

The Death of the 60/40 Glidepath – and Crypto’s New Role in its Replacement

Don Friedman, CBDA I Digital Assets Council of Financial Professionals

Tax Considerations for Clients Relocating Internationally

Maria Szobi, CPA I Pressburg Tax Services, PLLC
Handout materials

Fun Sized GenAI - Easy Use Cases for Work

Ashley Francis, CPA, PFS & Carla Avendano, CSRIC I Laird Norton Wetherby