2019 FPA Symposium | Friday, March 1, 2019

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Schedule

*Approved for CFP Credit

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

How to Stay Relevant in an Increasingly Diverse Environment

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

Cross-Border Taxation Issues with Canada

Presented by: Brad Kirschner (Pending CFPs)

 
 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

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

Presented by: Meredith Johnson

 

*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 (Pending CFPs)

 12:45 PM –
12:55 PM
Break
 12:55 PM –
1:45 PM

*BMO Asset Management Presents: What are Floating Rate Municipal Securities and Why Should I Care?

Presented by: Marc Van Bell

*Saturna Capital Presents:
How are you incorporating Sustainability into your practice?

Presented By: Craig P. Churman

*Fairway Independent Mortgage Presents: Retirement Planning with Reverse Mortgages

Presented by: Harlan Accola

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

 Digital Assets in Estate Planning & Administration

Presented by: Anton Cauthorn (Pending CFPs)

*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

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

Presented by: Scott Hardman

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

*An Economic & Housing Market Forecast

Presented by: Matthew Gardner   

5:15 PM –
6:15 PM
Wine Down Social

 

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