2022 FPA of Puget Sound Annual Symposium

Thank you to those of you who attended! We were so thrilled to be in person once again.
If you are needing CFP credits, they will be entered into the CFP board within the next week.
Please check your account and let us know if you need assistance.

About  |  Register  | Schedule Sponsor/Exhibit | COVID Planning

About the Event

Each year FPA of Puget Sound hosts a day-long training and networking event for local Financial planners members and supporters. This Symposium event is traditionally a multi-track educational opportunity held at the WSCC: Convention Center in the Spring. FPA usually hosts more than ten speakers, all recognized in their fields. It is a must-attend event for financial professionals.

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Registration Information

Registration Type Early Bird
(through January 14, 2022) 
(after January 14, 2022)

March 18, 2022

Member Full Symposium $275 $325 $350
Non-Member Full Symposium $350 $400 $425
Student Full Symposium $115 $140 $165
FPA Board Full Symposium
$150 $165 $190


Pre-registration is now closed. Onsite registration will be available.

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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 Prospectus
Exhibitor Sponsor Instructions

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Thank Your 2022 Sponsors


Title Sponsor



General Session Sponsor

General Session Sponsor


 Speaker Sponsor

 Speaker Sponsor


  Speaker Sponsor


 Speaker Sponsor


Wine Down Social Sponsor


Lunch Sponsor


Breakfast Sponsor


Break Sponsor


Break Sponsor

WiFi Sponsor


Learn More About Becoming a Sponsor

Thank Your 2022 Exhibitors 

AHT Insurance - Chubb

CEG Life Insurance Services


Family Resource Home Care

Guggenheim Investments

Oppenheimer & Co. LLC

Saturna Capital


WA529 - Washington's 529 College Savings Plans - GET and DreamAhead

XY Planning Network

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Planning Through a Pandemic: A Note Regarding COVID-19

At this time, the FPA of Puget Sound's 2022 Symposium is being planned as an in-person event. We want you to know that your safety, and the safety of all attendees, remains our top priority. Below is a list of required safety measures we will be following during the event. We appreciate your understanding and willingness to be flexible while we work within the limitations set by our obligations to the current pandemic. 

03-01-2022 Updates from King County - Vaccination Card or negative COVID test no longer required.

All attendees, sponsors, and exhibitors must also:

Review Event Policies

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