2019 FPA Symposium | Friday, March 1, 2019

About | Registration | Keynote SpeakerVenue | Sponsor & Exhibit | Schedule


Schedule

7:00 AM –
8:00 AM
Registration, Visit Exhibitors, and Breakfast  
8:00 AM –
9:00 AM

The Business Case for Diversity and Inclusion

Presented by: Lazetta Braxton  

 9:00 AM –
9:10 AM
Break
 9:10 AM –
10:10 AM

Riding the Age Wave – Understanding the Current care Continuum and Costs Associated with Elder Living in the Pacific NW

Presented by: Nicey Hilton

Lessons from the 2017 North Bay Fires

Presented by: Brian Trouette

Session Information

Coming Soon

 
 10:10 AM –
10:20 AM
 Break  
 10:20 AM –
11:20 AM

How a Financial Advisor's Role Can Be Key to a Smooth Estate's Administration

Presented by: Olga Barajas

Your Client Wants to Sell Their Business: What You Need to Know to Serve Them Well

Presented by: Scott Hardman

 

8000 Days: Insights from the MIT AgeLab

Presented by: John Diehl

 11:20 AM –
11:45 AM
Lunch and Chapter Updates   
 11:45 AM –
12:45 PM

The Deep Love Assessment: A New Tool for Advisors

Presented by: Les Parrott

 12:45 PM –
12:55 PM
Break
 12:55 PM –
1:45 PM
BMO Sponsored Speaker  Sponsored Speaker
More information coming soon!
Fairway Independent Mortgage Sponsored Speaker CWU Student Presentation and Forum
 1:45 PM –
1:50 PM 
Break
 1:50 PM –
2:50 PM

The View from Washington: What Financial Planners Should Expect in 2019 and Beyond

Presented by: Steve Boms

 Working with Clients with Diminished Capacity and Their Fiduciaries

Presented by: Carla Calogero

529 401: Advanced Planning with 529 Accounts

Presented by: Jeffrey Pritchard

 2:50 PM –
3:00 PM
Break
 3:00 PM –
4:00 PM

Retirement by the Numbers

Presented by: Katherine Roy

Advanced Student Loan Advising

Presented by: Heather Jarvis

Options for Options: Beyond the Basics of Equity-Based Compensation

Presented by: Meredith Johnson

 
 4:00 PM –
4:15 PM
Break
 4:15 PM –
5:15 PM

Understanding the Puget Sound Real Estate Market

Presented by: Matthew Gardner   

5:15 PM –
6:15 PM
Wine Down Social

 

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