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!


Venue

   

 

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


Registration

Early Bird Rates
(On or before 12/15/2017)
Regular Rates
(After 12/15/2017)
Member FPA Board Student

Non-Member

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
 

 


Program

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

Break
9:00AM - 9:20AM
Session 1
9:20AM - 10:20 AM
     
Break
10:20AM - 10:40AM
Session 2
10:40AM - 11:40AM
     
Lunch with Sponsors / Chapter Update
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 Tuininga, 10 |10 Strategies
"Bringing Financial Planning to Millennials:
Inside Gen Y Planning
"

Sophia BeraGen Y Planning
 
Break
2:00PM - 2:20PM
Session 4
2:20PM - 3:20PM
"The Fiduciary Income Tax"
Phillip Jones, Duffy Kekel, LLP
  "Long Duration Equality Investors: Where is the value?"
William Smead, Smead Cap. 
Wine Down Networking
3:20PM - 4:00PM
Closing General Session
4:00PM - 5:00PM
   "Total Client Engagement - From Vapor to Paper"
Duncan MacPhersonPareto Systems