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


Regular Rates
Member FPA Board Student Non-Member
$300 $150 $125 $375



2018 FPA Program Schedule
Light Breakfast & Networking
Opening General Session
8:00AM - 9:00AM

Behavioral Economics: Money and the Brain

Joel Weintraub, MS, Humor for the Health of It
Approved for 1 CFP Credit

9:00AM - 9:20AM
Session 1
9:20AM - 10:20 AM

Current Trends: Commercial Real Estate

John McRae, CNL Financial Group

*Approved for 1 CFP Credit

To BE...a CFP: Adventures in Uncertainty

Don St.Clair, St.Clair Financial

*Approved for 1 CFP Credit

Top 5 Things Every Financial Advisor Needs to Know About Student Loans

Heather Jarvis, HeatherJarvis, Student Loan Expert, LLC

*Approved for 1 CFP Credit

10:20AM - 10:40AM
Session 2
10:40AM - 11:40AM

Business Planning with Life Insurance

Michael Staeb, LACP, AIP Marketing Alliance

*Approved for 1 CFP Credit

Growth, Inflation, and Tax Cuts – A Unique Brew for 2018

Simeon HymanProShares

Advanced Student Debt Management: A Checklist Approach to Advising Young Professionals

Heather Jarvis, HeatherJarvis, Student Loan Expert, LLC

*Approved for 1 CFP Credit

OneFPA Initiative
Lunch with Shannon Pike & Lauren Schadel, FPA Nationals & Chapter Update

11:40AM - 1:00PM

Session 3
1:00PM - 2:00PM

Redefining ROI: the Benefits of Philanthropy in a Portfolio

Heather Tuininga, 10 |10 Strategies

*Approved for 1 CFP Credit

What You Need to Know About the Tax Cuts & Jobs Act

Jim Ramborger, CPA MST, Hagen, Kurth, Perman & Co., P.S.

*Approved for 1 CFP Credit

Recruit, Train, and Retain: Leveraging NextGen Talent to Secure Your Firm’s Future

Alan Moore, XYPlanning Network

2:00PM - 2:20PM
Session 4
2:20PM - 3:20PM

Long Duration Equality Investors: Where is the value?

William SmeadSmead Cap.

*Approved for 1 CFP Credit

Cash Balance Plans Can Take Your Practice to the Next Level

James Esposito, Manning & Napier

*Approved for 1 CFP 

The Fiduciary Income Tax

Philip Jones, Duffy Kekel, LLP

*Approved for 1 CFP Credit

Advisor Networking Lounge & Happy Hour
3:20PM - 4:00PM
Closing General Session
4:00PM - 5:00PM

 Total Client Engagement - From Vapor to Paper

Duncan MacPherson, Pareto Systems

Wine Down & Hors d'oeuvres
5:00PM - 6:00PM


Sponsorship & Exhibitor Opportunities

Check out our 2018 Symposium Sponsorship Opportunities

Exhibit Space is SOLD OUT!
Please contact the FPA of Puget Sound office if you are still interested.

Thank You to Our Symposium Sponsors

  Breakout Room Sponsor

Bluerock Capital Markets, LLC
Speaker - Sponsor
& Exhibitor Sponsor

CNL Financial Group 
White Wine Sponsor 

Financial Advocates
   Wine Down Sponsor

FP Transitions
Lunch Sponsor 
& Exhibitor Sponsor

Guaranteed Education Tuition 
Breakfast Sponsor

Loring Ward
   Speaker - Sponsor
& Exhibitor Sponsor

Manning & Napier
 General Session Sponsor 
& Exhibitor Sponsor

Pacific West Land, LLC
Speaker - Sponsor 

  Red Wine Sponsor

Reverse Mortgage Direct

Thank You to Our Exhibitor Sponsors


American Pacific Mortgage

Aquila Group of Funds

Central Washington University

Fairway Independent Mortgage Co.

First Trust

Lord Abbett


Orion Advisor Services


Saturna Capital


XY Planning Network