Register for the FPA September Fall Summit 

Join FPA of Puget Sound for a brand new event: a half-day intensive workshop in downtown Bellevue! Network with your peers and friends and enjoy some breakfast while you are treated to 4 exciting sessions ranging in scope from Relationship Marketing to Medicare to Home Equity Conversion Mortgages. In addition, we will have a panel of local planners on hand to discuss their business models, trends in the industry and the challenges they face in the complex world of Financial Planning. Earn up to 2 CFP credits.

Members: $55
Non-Member: $70

Registration is now closed for this event. However, walk-ins are accepted as always.

Program Agenda

Details: 

Relationship Marketing Panel 

How to combat the rising influence of the "robo" adivsor in our changing world? Why is relationship building more important than selling? How do we facilitate that through providing value, education, and staying top of mind? By utilizing seminar marketing to gain new prospects, provide value and presenting yourself as an educator in your community. 

It is said that 90% of financial advisors fail in their careers, and the amount of CPAs in the nation declines every year. A large reason is because of the lack of clients. The tools available in today's market place are extensive, choosing the correct path can set you apart from teh others in your industry. The key to success isn't just picking the right method, it is picking a method that is scalable. 

Panelists: Andrew Saksa  (moderator), Brad Swineheart, & Brian Smith from Reminder Media & Affiliates come together for this informative panel. 

"Medicare Solutions for Your Clients" 

Do You Have a Medicare Solution for Your Clients? An Expert Health Insurance Advisor Can Be Key to Protecting Your Clients’ Financial Health in Retirement

About 14% of Washington state residents are 65 and older. By 2030, that proportion will increase to 20%, or one in five. The growing volume of those aging in to Medicare means that today’s successful planner will understand the basic needs of clients in this demographic and be prepared to offer expert Medicare resources that can help guide them through the complex world of insurance plan selection to protect both their personal and financial health.  

Learning Objectives:

• Understand the basics of how Medicare works
• Teach advisors how to identify who may benefit from Medicare information and enrollment advice
• Outline key resources to help manage your client’s health insurance costs  

Speakers: Lindsey Carlson & Kevin Peterson from Connexion Insurance Solutions

"Hidden Wealth: Unlocking Home Equity for Retirement Planning"

Elderly homeowners own $7 Trillion in home equity and many are struggling with a financial plan to fully fund their lifetime expenses, but financial advisors often overlook this hidden wealth. Why? In this 1-hour presentation, we take a deep dive into the federally-insured Home Equity Conversion Mortgage (HECM) to understand how it can improve the retirement plans of clients, protect against longevity risk, be optimized to fit with client goals, and to do so in an ethical and compliant manner. Home equity is one of the biggest sources of assets for clients, and the HECM is a federally-insured program that can unlock this hidden wealth in a safe and standardized manner. 

Learning Objectives:

• Learn statistics of financial wealth vs total wealth for American seniors
• Review changes to Home Equity Conversion Mortgage (HECM) program from 2013 –2017 to strengthen consumer protections
• Understand core foundation of HECM including qualification, ongoing requirements, consumer protections, disbursement of funds, credit line growth, and settlement. 
• Demonstrate impact of HECM funds for retirement planning and estate planning
• Apply HECM strategies using web-based learning tool for 3 case studies
• Adhere to compliance considerations of when and how to present a reverse mortgage

Speaker: Allen Chao from Longbridge Financial

Planner Panel 

Join us for a lively panel discussion with four CFP® professionals.  They’ll describe their business models and respond to a series of thought-provoking questions about their journey to financial planning, what they enjoy (and don’t enjoy) about the profession, challenges they have faced and those they see on the horizon and much more.  We anticipate it to be insightful and informative for members in all phases of their careers.

(clockwise from top right) Kathryn Garrison, CFP, Angela Giboney, CFP, Nancy Dienes, CFP, and Heather Leach, CFP

Speaker Bios:

Lindsey Carlson, Connexion Insurance Solutions
Lindsey is a superstar at servicing her Medicare clients. She has a strong background in managing Enterprise Accounts for Medicare and Individual medical solutions firm. Lindsey also brings deep expertise in Medicare enrollment options including online enrollment platforms. She is a graduate of The University of Washington where she was captain of the Husky Women’s soccer team. She lives in Issaquah with her husband Peter.

Allen Chao, Longbridge Financial
Allen Chao is an Account Executive with Longbridge Financial, a national reverse mortgage lender.  He has 7 years of reverse mortgage-specific experience in origination activities, including managing a team of loan originators for a top 3 reverse lender.  Allen graduated as a Valedictorian with B.B.A in Economics and B.B.A in Finance from Lamar University. 

Kevin Peterson, Connexion Insurance Solutions
Kevin’s been with Connexion since 2008. He’s built a strong reputation in the community as a Medicare expert with strong ethical standards and has earned multiple designations as a top producer for several regional Medicare carriers. He can often be seen conducting educational seminars at local hospital clinics and employer groups. An avid golfer, Kevin is a graduate of Washington State University and lives in Mukilteo with his wife Heather and daughter Kaylee. They are expecting a 2nd daughter in July.

Andrew Saksa is a media marketing expert, Vice President, Financial Services Division of ReminderMedia.com, a Philadelphia based media and marketing firm currently ranked Philly Top 100 and Inc. 5000 Magazine fastest-growing companies three years consecutively. His primary roles include running the Financial Services Division and business development. Previous to ReminderMedia, he Co-Founded MyPistevo a mobile application for criminal background checks and was instrumental in structuring alliances with IDateUS, MateSafe, Houston Social, AmberNealPresents, SinglesofFaith and Elitemate. From 2010-2015, Andrew  volunteered as a Grief facilitator for New Hope for Kids in Maitland, Florida a nonprofit organization that helps grieving children and surviving spouses with the loss of a parent or spouse.

Brian Smith leads the Account Management team at Broadridge Advisor Solutions. Since joining the firm as the Director of Retail Sales in 2014, his primary focus was mainly driving new sales and enhancing the client experience. As the director of Corporate Account Mangement, Brian is focused heavily on engaging with a list of broker-dealer accounts in the middle markets as well as focusing on relationships with key accounts to further our sales strategy, leverage and optimize home office support and relationships with a key focus on driving new business opportunities. Prior to joining Broadridge, Brian was a Sales Manager for a major financial planning/account aggregation software firm where he led the West Coast sales efforts. Brian has been in the financial services industry for over 25 years, holding various positions in areas ranging from operations to product wholesale to management. He is an alumnus of Southern New Hampshire University, where he studied business administration with a focus on finance. 

Brad Swineheart is the Executive Sales Manager for White Glove. He has helped grow the client success team at White Glove from 12 employees to now over 50 highly trained seminar coaches and account managers. Guiding the team that is working with over 1500 advisors who have completed over 10k seminars. Now in his primary role, Brad oversees creating strategic partnerships with financial institutions all across the US and Canada. Meeting with decision-makers and C-level executives at financial firms and other professional service companies to build relationships on behalf of White Glove. Helping to find a way to help advisors grow their bottom line without doing a ton of work and taking on a lot of risk.