Online registration open through May 2nd.
10% group discounts available for teams of 5 or more. Contact to learn more. 


Are you a financial planning professional in the Pacific Northwest looking for an opportunity to expand your knowledge and network with industry experts? Look no further than the highly anticipated 2024 FPA Puget Sound Symposium. This annual event, taking place on May 9, 2024, at the Seattle Convention Center I Summit, promises to be a valuable experience for CFP's, estate planning attorneys, CPA's, and all other financial planning professionals. This full-day event is more than just a symposium; it is an exceptional platform for learning, exchanging ideas, and building connections. Attendees will have the chance to engage with industry leaders and gain up to 5 hours of continuing education credits in their respective fields. This event is renowned for attracting the brightest minds in the industry, providing a conducive environment for networking and collaborating with like-minded professionals. 

  • Learn and share best practices to achieve greater business success.
  • Build your professional competency in practice of financial planning.
  • Hear from some of the profession's most preeminent thought leaders.
  • Learn about the latest tools and services from top companies that can help your business and clients.
  • Connect with professionals of all demographics and professional backgrounds.
  • Enjoy some time in a fun, lively atmosphere and in a city with tons to do.
  • Be with your friends and colleagues! 
Education Planning
Estate Planning
General Financial Planning Principles
Healthcare Planning
Investment Planning
Practice Management
Tax Planning
Professional role
Lead Financial Planner
Tax Planner
Estate Planner
Marketing & Communications
Career stage
Learning / Aspiring
Man presenting at a conference

2024 Guest Speakers & Topics

View the industry leading speakers and topics.
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2024 Symposium Agenda

View the full 2024 schedule
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Directions, Parking & Lodging

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Register for FPA Webinar

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Early bird rates available through April 1

Sponsorship Opportunities

Limited spots remaining - deadline: April 26th
Learn more

2024 FPA Puget Sound Corporate Partners

Saturna Capital
Allianz Life

2024 FPA Puget Sound Sponsors

Washington Business Brokers
Hines Real Estate
Capital Group
Fedelta Home Care
Long Road Risk Management
Propel Insurance
Parnassus Investments
Brighton Jones
Movement Mortgage
WAS529-Washington College Savings Plans
Pacific Life Advisory
Freestone Capital Management

Symposium Exhibit Sponsors

Idea Decanter
Dimensional Fund Advisors
Family Resource Home Care
Signet Reverse Mortgage