Are you a financial planning professional looking for an opportunity to expand your knowledge and network with industry experts? Look no further than the highly anticipated FPA Puget Sound Symposium! This annual event promises to be a valuable experience for all financial planning professionals. The symposium an exceptional platform for learning, exchanging ideas, and building connections. Attendees will have the chance to engage with industry leaders and gain up to six-hours of continuing education credits. This event is renowned for attracting the brightest minds in the industry, providing a conducive environment for networking and collaborating with like-minded professionals.

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

Ed Slott, CPA I Ed Slott & Company, LLC - America's IRA Experts
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Your Money: Reimagining Wealth Through Simple Sketches

Carl Richards I The Behavior Gap
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10:45-11:45 AM - Breakout Sessions

FPA Austin stock photo

Coming soon!

2026 Rate and Housing Forecast

Jeff McGinnis I CrossCountry Mortgage
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Coaching Skills for Financial Advisors: Navigating Behavioral Finance with Confidence

Liv Olson, PCC I Liv Olson Consulting
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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
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Creative Tax Planning Through Philanthropy

Natalie Pond, CAP® I Seattle Foundation
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Guiding Clients Through Divorce: Best Practices for Financial Advisors

Jesse Deason, CFP®, CDFA®, EA I Serene Divorce Planning, LLC
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2:30-3:30 PM - Breakout Sessions

Tax Considerations for Clients Relocating Internationally

Maria Szobi, CPA I Pressburg Tax Services, PLLC
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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
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Coming soon!

5:00 - 6:00 PM: Wine Down Reception!