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.

2025 Presentations


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
 

2023 Presentations


December 7, 2023
Topic: Above the Fray with Wes Crill, Ph.D. CLICK HERE
Speaker: Wes Crill, Ph.D. - Dimensional Fund Advisors 

 

September 21, 2023
Topic: The Effects of Climate Change on Your Clients Portfolio CLICK HERE
Speaker: Elizabeth Alm - Saturna Capital 

Topic: Developing Business in Challenging Times CLICK HERE
Speaker: Marilyn Richards - Richards Consulting Group


March 23, 2023
Topic: 2023 Rate & Housing Forecast CLICK HERE
Speaker: Jeff McGinnis, CrossCountry Mortgage 

Topic: Washington Capital Gains Tax Update (not available)
Speaker: Randy M. Multack, CPA