2019 FPA Symposium | Friday, March 1, 2019

About | Registration | Keynote SpeakerVenue | Sponsor & Exhibit | Schedule


Schedule

*Approved for CFP Credit

7:00 AM –
8:00 AM
Registration, Visit Exhibitors, and Breakfast  
8:00 AM –
9:00 AM

*How to Stay Relevant in an Increasingly Diverse Environment

Presented by: Lazetta Braxton, CFP | Financial Fountains

 9:00 AM –
9:10 AM
Break
 9:10 AM –
10:10 AM

*Riding the Age Wave – Understanding the Current care Continuum and Costs Associated with Elder Living in the Pacific NW

Presented by: Nicey Hilton, Certified CoachHome Care Assistance

*Lessons from the 2017 North Bay Fires

Presented by: Brian Trouette | Trouette Insurance Agency, LLC

*Cross-Border Taxation Issues with Canada

Presented by: Brad Kirschner,  CPA, CA (British Columbia); CPAHagen, Kurth, Perman & Co

 
 10:10 AM –
10:20 AM
 Break  
 10:20 AM –
11:20 AM

*How a Financial Advisor's Role Can Be Key to a Smooth Estate's Administration

Presented by: Olga Barajas | Fahlman Olson & Little, PLLC

*Options for Options: Beyond the Basics of Equity-Based Compensation

Presented by: Meredith Johnson, CPA, CFP | BPM LLP

 

*8000 Days: Insights from the MIT AgeLab

Presented by: John Diehl, CFP, CLU, ChFCHartford Funds

 11:20 AM –
11:45 AM
Lunch and Chapter Updates   
 11:45 AM –
12:45 PM

*The Deep Love Assessment: A New Tool for Advisors 

Presented by: Les Parrott | Foundation for Healthy Relationships

 12:45 PM –
12:55 PM
Break
 12:55 PM –
1:45 PM

*BMO Asset Management Presents: What are Floating Rate Municipal Securities and Why Should I Care?

Presented by: Marc Van Bell | BMO Asset Management

*Saturna Capital Presents:
How are you incorporating Sustainability into your practice?

Presented By: Craig P. Churman & Patrick Drum | Saturna Capital

*Fairway Independent Mortgage Presents: Retirement Planning with Reverse Mortgages

Presented by: Harlan Accola, CRMP, Registered Financial Consultant, Certified Senior AdvisorFairway Independent Mortgage 

CWU Student Presentation and Forum
 1:45 PM –
1:50 PM 
Break
 1:50 PM –
2:50 PM

*The View from Washington: What Financial Planners Should Expect in 2019 and Beyond

Presented by: Steve Boms | Allon Advocacy, LLC

 *Digital Assets in Estate Planning & Administration

Presented by: Anton Cauthorn, J.D., LL.M.  | Reed Longyear Malnati & Ahrens PLLC

*529 401: Advanced Planning with 529 Accounts

Presented by: Jeffrey Pritchard, CFP, CAP Consulting

 2:50 PM –
3:00 PM
Break
 3:00 PM –
4:00 PM

*Retirement by the Numbers

Presented by: Katherine Roy, CFP | J.P. Morgan Asset Management

*Advanced Student Loan Advising

Presented by: Heather Jarvis | HeatherJarvis, Student Loan Expert LLC

*Your Client Wants to Sell Their Business: What You Need to Know to Serve Them Well

Presented by: Scott Hardman, BA, MA, MBA | Alexander Hutton

 4:00 PM –
4:15 PM
Break
 4:15 PM –
5:15 PM

*An Economic & Housing Market Forecast

Presented by: Matthew Gardner | Windmere

5:15 PM –
6:15 PM
Wine Down Social

 

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