2024 Presentations
May 9, 2024
FPA Puget Sound Symposium
Coming soon!
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