2022 FPA of Puget Sound Annual Symposium

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Program

*Schedule is subject to change

2022 FPA Program Schedule
7:30 AM – 8:30 AM Registration, Light Breakfast & Networking
8:30 AM – 9:45 AM

Welcome & Opening General Session

Investment Outlook: Navigating Turbulent Markets
Apollo Lupescu, Dimensional Fund Advisors

9:45 AM - 9:55 AM Break

9:55 AM – 10:55 AM

Session Block 1

1A: Divorce Planning
Kathleen Miller, Mercer Advisors

1B: Your Money Story
Bill McManus, Hartford Funds

Speaker Sponsor: 

1C: Washington 529 College Savings Plans - Overview and Updates 
Lucas Minor, WA529 - WA GET and DreamAhead

10:55 AM - 11:25 AM Break

11:25 AM – 12:25 PM

Session Block 2

2A: Navigating the Opportunities in ESG Investing
Andrew Olig, Calvert Research and Management

2B: Strengths-Based Wealth Management: A New Competitive Advantage
Sam Ushio, Connect 3x

2C: Fixed Income Markets
Speaker TBD, Guggenheim Investments

Speaker Sponsor: 

12:25 PM – 1:25 PM Lunch & Chapter Update

1:25 PM – 2:25 PM

Session Block 3

3A: Opportunity Zones and DSTs
John Bacigalupi, Cantor Fitzgerald

3B: Secrets of Succession: A Guide for Buyers, Sellers and Everything In Between
Nicole Frey, Succession Resource Group

3C: Win the Relationship, Not the Deal
Casey Jacox, Winning the Relationship, LLC

2:25 PM – 2:35 PM Break

2:35 PM – 3:35 PM

Session Block 4

4A: The Important of Risk Management in Financial Planning - Why it's not always best to try and "Save $100 on your car insurance"
Cam Gravrock, AH&T Insurance

Title Sponsor: 
   

4B: Direct Indexing and Investment Strategies
Jennifer Sireklove, Parametric
(Pending Confirmation)

3:35 PM – 4:05 PM Break
4:05 PM – 5:05 PM

Closing General Session

2022 Tax Updates and the Future of the BBB
Hudson Etienne, TAX DRx
(Pending Confirmation)

5:05 PM – 6:15 PM Wine Down & Hors–d'oeuvres
(Pending Sponsor)