- About Us
- FPA Membership
- Resources
- Events
- Symposium
- Sponsorship
- Contact Us!
|
2022 FPA Program Schedule | |
7:30 AM – 8:30 AM | Registration, Light Breakfast & Networking |
8:30 AM – 9:45 AM |
Welcome & Opening General Session Navigating Turbulent Markets CFP® Approved: 1 Credit |
9:45 AM - 9:55 AM | Break |
9:55 AM – 10:55 AM |
Session Block 1 1A: Navigating the Opportunities in ESG Investing 1B: Your Money Story 1C: Washington 529 College Savings Plans - Overview and Updates |
10:55 AM - 11:25 AM | Break |
11:25 AM – 12:25 PM |
Session Block 2 2A: An Integrated Divorce Process and the Financial Planner 2B: Strengths-Based Wealth Management: A New Competitive Advantage 2C: Fixed Income Market Outlook - Virtual Presentation on-site |
12:25 PM – 1:25 PM | Lunch & Chapter Update |
1:25 PM – 2:25 PM |
Session Block 3 3A: Opportunity Zones and DSTs 3B: Secrets of Succession: A Guide for Buyers, Sellers and Everything In Between 3C: Win the Relationship, Not the Deal |
2:25 PM – 2:35 PM | Break |
2:35 PM – 3:35 PM |
Session Block 4 4A: The Importance of Risk Management in Financial Planning - Why it's not always best to try and "Save $100 on your car insurance" 4B: Direct Indexing: Thinking beyond the ETF to Drive Successful Investor Outcomes 4C: Elderly Homeowners: Supporting their Financial Plan |
3:35 PM – 4:05 PM | Break |
4:05 PM – 5:05 PM |
Closing General Session 2022 Tax Update CFP® Approved: pending |
5:05 PM – 6:15 PM | Wine Down & Hors–d'oeuvres |