About FPA of Puget Sound 

FPA of Puget Sound is one of the nation’s largest and most preeminent organizations for financial planning professionals. With over 400 members FPA of Puget Sound serves the financial planning professionals from Oregon to the Canadian Border and east to the Tri-Cities. 

FPA of Puget Sound promotes the value of financial planning. It provides educational and networking opportunities for financial planning professionals in the Puget Sound region. Each year FPA of Puget Sound holds several Breakfast Series and Happy Hour Forums, one Annual Symposium, and one Ethics meeting. FPA of Puget Sound encourages you to join one of our social media groups (Twitter, Facebook, or LinkedIn) to keep updated and to participate online with FPA of Puget Sound.


Thursday, March 26, 2020 | WSCC Conference Center

About

Join the Financial Planning Association of Puget Sound at the Washington State Convention Center: Conference Center, on March 26, 2020. Join us for a day of professional development and networking. We are also pleased to announce that Michael Kitces will be our keynote presenter, as well as leading a breakout session later in the day. 

 

Announcing Keynote Speaker: Michael E. Kitces MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL

Michael Kitces is a partner and the director of Wealth Management for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees approximately $2.0 billion of client assets.

In addition, he is a co-founder of the XY Planning Network, AdvicePay, and New Planner Recruiting, the former Practitioner Editor of the Journal of Financial Planning, the host of the Financial Advisor Success podcast, and the publisher of the popular financial planning industry blog Nerd’s Eye View through his website Kitces.com, dedicated to advancing knowledge in financial planning. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

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