FPA 2021 Symposium Schedule

A Virtual Event Full of Education & Connection


March 25–26, 2020

FPA of Puget Sound is proud to announce that we will bring our members and supporters an online educational event this Spring. Our Symposium team is working on finalizing the full program. The Symposium will be held online within our own website portal. We are striving to provide attendees with high-quality financial planning education and opportunities to connect.

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Thursday, March 25
8:00 AM –
8:10 AM
Introductions & Welcome
8:10 AM –
9:10 AM

Thursday Keynote: Five Industry Trends Reshaping Financial Advice

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

9:10 AM –
9:25 AM
Thursday Keynote Q&A
9:25 AM –
9:35 AM
Coffee Break
9:35 AM –
10:35 AM

Session 1: The Future of Advice

Bill McManus, CIMA

10:35 AM –
10:45 AM
Exhibit Hall Break
10:45 AM –
11:45 AM

Session 2: Ten Way to Protect Your Clients Digital Assets

Betsy Ehrenberg

11:45 AM –
11:55 AM
Exhibit Hall Break
11:55 AM —
12:55 PM
Session 3
12:55 PM –
1:10 PM
Closing Remarks

 

Friday, March 26
8:00 AM –
8:10 AM
Introductions & Welcome
8:10 AM –
9:10 AM

Friday Keynote: How The SECURE Act Changes Retirement (and Other) Planning

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

9:10 AM –
9:25 AM
Keynote 2 Q&A
9:25 AM –
9:35 AM
Coffee Break
9:35 AM –
10:35 AM

Session 4: Become the Financial Advisor of the Future

John Christianson

10:35 AM –
10:45 AM
Exhibit Hall Break
10:45 AM –
11:45 AM

Session 5: Managing Risk for Successful Families

Kathryn Norris

11:45 AM –
11:55 AM
Exhibit Hall Break
11:55 AM —
12:55 PM

Session 6

Jeff Brooks

12:55 PM –
1:10 PM
Closing Remarks