FPA 2021 Symposium Schedule

A Virtual Event Full of Education & Connection


March 25–26, 2020

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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Thursday, March 25
8:00 AM –
8:10 AM
Introductions & Welcome
8:10 AM –
9:10 AM

Thursday Keynote

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

9:10 AM –
9:25 AM
Thursday Keynote Q&A
9:25 AM –
9:35 AM
Coffee Break
9:35 AM –
10:35 AM

Session 1

Bill McManus, CIMA

10:35 AM –
10:45 AM
Exhibit Hall Break
10:45 AM –
11:45 AM

Session 2

Betsy Ehrenberg

11:45 AM –
11:55 AM
Exhibit Hall Break
11:55 AM —
12:55 PM
Session 3
12:55 PM –
1:10 PM
Closing Remarks

 

Friday, March 26
8:00 AM –
8:10 AM
Introductions & Welcome
8:10 AM –
9:10 AM

Friday Keynote

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

9:10 AM –
9:25 AM
Keynote 2 Q&A
9:25 AM –
9:35 AM
Coffee Break
9:35 AM –
10:35 AM

Session 4

John Christianson

10:35 AM –
10:45 AM
Exhibit Hall Break
10:45 AM –
11:45 AM

 Session 5

Kathryn Norris

11:45 AM –
11:55 AM
Exhibit Hall Break
11:55 AM —
12:55 PM

Session 6

Jeff Brooks

12:55 PM –
1:10 PM
Closing Remarks