FPA Puget Sound Speaker Presentations

The following files have been provided by our speakers for use and reference by FPA of Puget Sound membership. 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.

2026 Presentations

February 26, 2026
Topic: Leaving Washington? Opportune Time? CLICK HERE
Karl A. Weiss, LL.M., JD I Lasher

Topic: Washington Estate Tax Update CLICK HERE
Steven Boyd, JD, LL.M. (Taxation) I Senior Wealth Advisor I Northern Trust

2025 Presentations

September 11, 2025
Topic: Cutting Through the Noise to Seek Opportunity in Fixed Income CLICK HERE
Speaker: Sejal Penkar I Capital Group I American Funds

Topic: New Era of Estate Tax: Legislative SHifts in Washington and Planning for the Big Beautiful Bill CLICK HERE
Speaker: Sarah Bowman, JD I Perkins Coie

February 27, 2025
Topic: Where Can Indexes & Factors Fall Short? CLICK HERE
Speaker: Eduardo Repetto, CIO I Avantis Investors

Topic: Market Trends: Trends & Insights Affecting High Net Worth Individuals CLICK HERE
Speaker: Caleb Cohen I Chubb Insurance

2024 Presentations

September 20, 2024
Topic: The Psychology of Money (Handout not provided)
Click here to purchase The Psychology of Money book on Amazon
Speaker: Morgan Housel - NY Times Bestselling Author of The Psychology of Money I Partner at The Collaborative Fund

Topic: The Emotionally Intelligent Advisor: Boost Your Success with Stronger EI CLICK HERE
Speaker: Liv Olson, ACC I Liv Olson Consulting

May 9, 2024
FPA Puget Sound Symposium
CLICK HERE

February 22, 2024
Topic: Plan for Healthcare Costs in Retirement CLICK HERE
Speaker: Dave Harris - Nationwide

Topic: Preparing for Tax Cuts & Jobs Act (TCJA) Sunset CLICK HERE
Speaker: Nika Toce, CPA, MBA - Hutchinson & Walter CPA's