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® Credit: 1 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® Credit: 1 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® Credit: 1 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