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| About | Schedule | Registration | Keynote Announcement | Venue | Sponsor/Exhibitors |
About
March 16, 2020
FPA 2020 Symposium Postponed
The Financial Planners Association of Puget Sound office and Board of Directors are currently working on a rescheduling plan for the Symposium, and on next steps for current Symposium registrations. Check back here often for new information, and we will send out email updates as soon as possible. Thank you for your patience and understanding.
COVID-19 Health and Safety Update
Registration Information
| Registration Type | Early Bird (Through January 16, 2020) |
Regular |
| Member | $260 | $310 |
| Non-Member | $335 | $385 |
| Student | $110 | $135 |
| FPA Board* | $135 | $160 |
*If you are on the FPA of Puget Sound Board, please email the office for your discount code.
Cancellations made on or before Friday, February 14, 2020 will receive a refund, less a $20 processing fee. No refunds will be given for cancellations made after Friday, February 14, 2020. Attendee substitutions are permitted. All cancellations and substitutions via email to [email protected]
Announcing Keynote Speakers:
Michael E. Kitces MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL
Michael Kitces is a partner and the director of Wealth Management for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees approximately $2.0 billion of client assets.
In addition, he is a co-founder of the XY Planning Network, AdvicePay, and New Planner Recruiting, the former Practitioner Editor of the Journal of Financial Planning, the host of the Financial Advisor Success podcast, and the publisher of the popular financial planning industry blog Nerd’s Eye View through his website Kitces.com, dedicated to advancing knowledge in financial planning. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.
Carolyn McClanahan, M.D., CFP®
Carolyn McClanahan is the founder of Life Planning Partners, Inc. and co-founder of Whealthcare Planning, LLC.
Dr. McClanahan began her career as a physician in 1990 after completing her undergraduate degree at Mississippi University for Women and medical school at University of Mississippi. She completed her residency in Family Medicine at the Medical College of Virginia. After a couple of years in private practice and emergency medicine practice in Richmond, Virginia, she returned to the Sunny South of Jacksonville, Florida to teach on faculty at the University of Florida, Shands, Jacksonville. She also worked in various emergency departments in the Jacksonville area.
Finding that most financial planners were mainly interested in managing her portfolio and not in providing the advice she needed, she enrolled in the CFP® curriculum at the University of North Florida. Realizing the similarities between medicine and financial planning, and feeling more empowered by being able to help people plan for their future, Dr. McClanahan decided to make a career change into financial planning.
In addition to working in her financial life planning practice and software company, Dr. McClanahan provides education to financial planners and health care professionals on the interplay between health and financial issues, particularly regarding insurability, health care costs, and health care reform. She writes for Forbes, CNBC, and Financial Planning Magazine covering issues intersecting money and medicine.
Dr. McClanahan is a member of the National Association of Personal Financial Advisors (NAPFA,) the Financial Planning Association, and the American Academy of Family Physicians. She is quoted regularly in numerous publications such as The Wall Street Journal, New York Times, and the Washington Post. She has also appeared on CNBC, Hardball, AC360, and NPR.
Join Us in Seattle
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Washington State Convention Center: Conference Center |
Sponsor & Exhibitor Opportunities
The FPA of Puget Sound Annual Symposium provides something of value for each company that participates as an exhibitor or sponsor. Whether you are new to this market or are a veteran at financial planning trade shows, your company should participate in this event because it is the only show that is specific to this influential segment of the financial planning profession and it:
- Offers an excellent opportunity to generate new leads for business expansion
- Provides a relaxed atmosphere to build relationships
- Generates opportunities to enhance relationships with existing clients
- Delivers a quality return on investment based on consistent feedback from previous exhibitors
- Exposes your products and services to FPA of Puget Sound members who have buying power
Learn More!
Thank You to Our Annual 2020 Partners
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Thank You to Our Event Partners
Want to see your logo above? Check out our 2020 Prospectus for available partnership opportunities.
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Sponsorship Cancellation Policy: Cancellations made on or before Friday, January 26, 2020, will receive a refund, less $20 processing fee. No refunds will be given for cancellations after Friday, January 26, 2020. Attendee substitutions will be permitted. All cancellations and substitutions must be submitted to the FPA of Puget Sound Office in writing.