2018 FPA Symposium

Friday, March 9, 2018

Venue  |  Registration  |  Sponsor & Exhibit  |  Program

There's nothing like a face-to-face event. Join us for this must-attend event where you will gain new knowledge, expand your professional network, and strengthen your connection to the financial planning community.  We are also excited about our new venue - the Washington State Convention Center - that provides attendees with convenient and easy access.

Registration Now Open!




Washington State Convention Center
705 Pike Street | Seattle, WA 98101 | 6th Floor


Early Bird Rates
(On or before 12/29/2017)
Regular Rates
(After 12/29/2017)
Member FPA Board Student


Member FPA Board Student Non-Member
$250 $125 $100 $325 $300 $150 $125 $375


Sponsorship & Exhibitor Opportunities

Check out our 2018 Symposium Sponsorship Opportunities

  General Session Room Sponsor

Pacific West Land
Speaker - Sponsor

CNL Financial Group




2018 FPA Program Schedule
Opening General Session
8:00AM - 9:00AM

"Behavioral Economics: Money and the Brain"
Joel Weintraub, MS, Humor for the Health of It

9:00AM - 9:20AM
Session 1
9:20AM - 10:20 AM
  "To BE...a CFP: Adventures in Uncertainty"
Don St.Clair, St.Clair Financial
10:20AM - 10:40AM
Session 2
10:40AM - 11:40AM
   "Business Planning with Life Insurance"
Michael Staeb, LACP, AIP Marketing Alliance

"OneFPA Initiative"
Lunch with Shannon Pike & Lauren Schadel, FPA Nationals
11:40AM - 12:30PM

Advisor Networking Lounge
12:30PM - 1:00PM
Session 3
1:00PM - 2:00PM
"Redefining ROI: the Benefits of Philanthropy in a Portfolio"
Heather Tuininga10 |10 Strategies
2:00PM - 2:20PM
Session 4
2:20PM - 3:20PM
"The Fiduciary Income Tax"
Philip Jones, Duffy Kekel, LLP
  "Long Duration Equality Investors: Where is the value?"
William Smead, Smead Cap. 
3:20PM - 3:40PM
Chapter Update & Happy Hour
3:40PM - 4:00PM
Closing General Session
4:00PM - 5:00PM
   "Total Client Engagement - From Vapor to Paper"
Duncan MacPhersonPareto Systems
Wine Down & Hor d'oeuvres
5:00PM - 6:00PM