Are you a financial planning professional in the Pacific Northwest looking for an opportunity to expand your knowledge and network with industry experts? Look no further than the highly anticipated 2024 FPA Puget Sound Symposium. This annual event, taking place on May 9, 2024, at the Seattle Convention Center I Summit, promises to be a valuable experience for CFP's, estate planning attorneys, CPA's, and all other financial planning professionals. This full-day event is more than just a symposium; it is an exceptional platform for learning, exchanging ideas, and building connections. Attendees will have the chance to engage with industry leaders and gain up to 5 hours of continuing education credits in their respective fields. This event is renowned for attracting the brightest minds in the industry, providing a conducive environment for networking and collaborating with like-minded professionals. 

Federal Tax Update I Sam Donaldson

Financial Planning at the End of Life I Carolyn McClanahan

Future Proof Your Business I Wassan Kasey

Estate Planning Ideas Worth Stealing I Sam Donaldson

Above the Fray I Wes Crill

What the Sunset of the TCJA Could Mean for You

Brandon Smith & Kristi Mathisen

Senior Care Planning 101 I Flanna Perkins & Kris Kirwan

Future of Financial Planning with AI I Rahul Zende

Mastering Healthcare Planning I Christine Simone

Plus 2 more breakout sessions to be announced soon!

The Financial Planning Association (FPA) is excited to announce a new benefit for its members. Effective immediately, all members who enroll in the auto-renewal program will receive a 10% discount on their annual membership fee. To take advantage of this offer, simply select "auto-renewal" when you join or renew online, or contact FPA Member Services at memberservices@onefpa.org or 800-322-4237 option 2. We are thrilled to provide this added value to our members and hope it will make membership in FPA even more rewarding.

Membership is better with friends! The FPA referral program is a golden opportunity for your chapter Members to share the love and be rewarded. Referring members receive $25 for each new CFP^® Professional or Allied Professional Member and $10 for each new aspiring financial planner or academic Member. Once the referred Member joins, a promo code is provided to the referring Member during their next renewal period. Learn more. 

FYI – look for changes to the FPA Website My Account/Profile section in the coming days. This section has been redesigned to offer better functionality, usability, and streamline information collection from Members and prospective Members.  

March: Pro Bono I Junior Achievement Training

April: Social/Networking Event (Date TBA)

May 9: FPA Puget Sound Annual Symposium at SCC

June/July: Summer Social (Date TBA)

September 19: Chapter Meeting (in person)

November 14: Chapter Meeting/CFP Ethics (virtual event)

Are you eager to learn, grow, and take your business to new heights? If yes, you want to attend FPA Annual Conference 2024.

It’s about connecting with like-minded people, learning from the best, and building a strong community. You will meet some of the brightest minds in the profession, share your ideas, and explore new strategies to achieve the next level. It's unique and custom-made for you, so don't let it pass you by. Register now for early bird pricing and join us in Columbus from September 18-20, 2024.

Welcome Our Newest FPA Members

We are thrilled to announce the arrival of our newest members to the FPA community and we extend a warm welcome to these talented individuals who have joined our organization. Let's join together in welcoming them!

Celebrating March Member Anniversaries!

We are pleased to announce that we are celebrating the following member anniversaries! We appreciate your loyalty and support, and we want to recognize your commitment to the Financial Planning Association. Thank you for being a part of our chapter. We look forward to many more years of success together.