FPA of Puget Sound Symposium 

March 25-26, 2021

About the Event

While things may look a little different this year, we are dedicated to bringing high-quality education to our community. This year, we are excited to welcome you to a virtual experience of the FPA of Puget Sound Symposium you all know and love. 

Join us in March from the luxury of your own home for two days full of quality education, connecting with peers, and networking with sponsors.

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Registration Information

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** FPA only accepts Credit Card payments at this time

NOTE: Participants cannot register for just one of the two days. Registration is for the full Symposium only (March 25 & 26, 2021).
View all Event Terms, Conditions, and Policies.

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Keynote Speakers

Michael E. Kitces MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL

Michael Kitces is the Chief Financial Planning Nerd at Kitces.com, dedicated to advancing knowledge in financial planning and helping to make financial advisors better and more successful.

In addition, he is the Head of Planning Strategy at Buckingham Wealth Partners, the co-founder of the XY Planning Network, AdvicePay, New Planner Recruiting, fpPathfinder, and FA BeanCounters, 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.

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.

Jeff Levine CPA/PFS, CFP, AIF, CWS, MSA

Jeffrey Levine is the Lead Financial Planning Nerd for Kitces.com, a leading online resource for financial planning professionals, and also serves as the Director of Advanced Planning for Buckingham Wealth Partners. In 2020, Jeffrey was named to Investment Advisor Magazine’s IA25, as one of the top 25 voices to turn to during uncertain times. Also in 2020, Jeffrey was named by Financial Advisor Magazine as a Young Advisor to Watch. Jeffrey is a recipient of the Standing Ovation award, presented by the AICPA Financial Planning Division for “exemplary professional achievement in personal financial planning services.” He was also named to the 2017 class of 40 Under 40 by InvestmentNews, which recognizes “accomplishment, contribution to the financial advice industry, leadership and promise for the future.” Jeffrey is the Creator and Program Leader for Savvy IRA Planning®, as well as the Co-Creator and Co-Program Leader for Savvy Tax Planning®, both offered through Horsesmouth, LLC. He is a regular contributor to Forbes.com, as well as numerous industry publications, and is regularly sought after by journalists for his insights.

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Sponsor & Exhibitor Opportunities

The FPA of Puget Sound Annual Symposium provides something of value for each company that participates as an exhibitor or sponsor. Whether you are new to this market or are a veteran at financial planning trade shows, your company should participate in this event because it is the only show that is specific to this influential segment of the financial planning profession and it:

• Offers an excellent opportunity to generate new leads for business expansion
• Provides a relaxed atmosphere to build relationships
• Generates opportunities to enhance relationships with existing clients
• Delivers a quality return on investment based on consistent feedback from previous exhibitors
• Exposes your products and services to FPA of Puget Sound members who have buying power

View a sample virtual exhibit both.

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Thank You to Our Annual 2021 Partners