FPA 2021 Symposium Schedule

A Virtual Event Full of Education & Connection


March 25–26, 2021

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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*This schedule is subject to change.

Thursday, March 25
9:00 AM –
9:15 AM
Introductions & Welcome
9:15 AM –
10:15 AM

Session 1: The Future of Advice

Bill McManus, CIMA

CFP® Credit: 1


Sponsored By: Hartford Funds

10:15 AM —
10:30 AM
Coffee Break Sponsored by 
AH&T Insurance

10:30 AM –
11:30 AM

Session 2: Washington Long Term Care Trust Act: America's 1st Payroll Tax to Fund LTC

David Fain

CFP® Credit: 1


Sponsored By: Seattle Bank

11:30 AM –
11:45 AM

Break & Exhibit Hall

11:45 AM –
12:45 PM

Session 3: Ten Ways to Protect Your Clients Digital Assets

Betsy Ehrenberg

CFP® Credit: 1


Sponsored By: Saturna Capital

12:45 PM –
1:00 PM

Break & Exhibit Hall

1:00 PM –
2:00 PM

Thursday Keynote: Retirement Planning in the Aftermath of the SECURE Act

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

CFP® Credit1


Sponsored By: Laurie Nichols Coaching

2:00 PM –
2:10 PM

Closing Remarks

 

Friday, March 26
9:00 AM –
9:15 AM
Introductions & Welcome
9:15 AM –
10:15 AM

Friday Keynote: Tax Planning For A Biden Administration: The Proposed Biden Tax Plan

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

CFP® Credit1


Sponsored By: Koelsch Communities

10:15 AM –
10:30 AM

Coffee Break Sponsored by
 WA529 Washington Colleague Savings Plan
10:30 AM –

11:30 AM

Session 4: Become the Financial Advisor of the Future

John Christianson

CFP® Credit1


Sponsored By: New Aspect Coaching

11:30 AM –
11:45 AM

Exhibit Hall Break

11:45 AM –
12:45 PM

Session 5: Managing Risk for Successful Families

Soojean Ishiguro

CFP® Credit: 1


Sponsored By: Chubb and AH&T Insurance

12:45 PM –
1:00 PM
Lunch On Us & Exhibit Hall Break Sponsored by:
BMO Global Asset Management

1:00 PM –
2:00 PM

Session 6A: Business of Selling a Business

Jeff Brooks

CFP® Credit: 1

1:00 PM –
2:00 PM

Session 6B: How to Attract More of What You Want Professionally

Kelly Weber

CFP® Credit: n/a

2:00 PM –
2:10 PM

Closing Remarks

 

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