Check out the latest chapter FPA Puget Sound newsletter! Packed with exciting updates, insightful articles, and upcoming events, this newsletter is a must-read for all members. Stay informed and connected with our community by diving into the diverse content curated just for you. Don't miss out on this valuable resource

We are thrilled to announce that the FPA Puget Sound Symposium is making a comeback at the Summit! This highly anticipated event will feature two consecutive keynote sessions led by the renowned Michael Kitces from Kitces.com, a thought leader in the financial planning community. Attendees can look forward to gaining invaluable insights and knowledge from these sessions. Additionally, we will soon reveal details about early bird registration and group discount options, making it easier for everyone to join us at this extraordinary event. We are also proud to announce that Edward Jones will be the Title Sponsor for the 2025 Symposium, further enhancing the experience for all participants. Don't miss out on this incredible opportunity to connect, learn, and grow within the financial planning profession. Save the date and stay tuned for more updates!

Featuring Two Back-to-Back Keynote Sessions

Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC®, RHU, REBC®, CASL®

Kitces.com

We hit it out of the park!

The FPA Puget Sound Seattle Mariners event hosted by NexGen was a huge success. We would like to extend our gratitude to everyone who joined us and helped make the event a memorable one. A special thanks to our event sponsor: Pacific Life, Corrigan Kardatzke, Ben Barchey, Tyler Proffitt, for their generous support. The event was a great opportunity for financial planning professionals to network and connect with one another. We hope to see everyone again next year for another successful event!

Are you in need of your next top employee or intern? Look no further than the FPA Puget Sound Career Center to enhance your search process. This valuable resource is available for free to all active FPA members, and at a low cost for non-members. Additionally, job seekers can post their resumes online at no charge. Take advantage of the FPA Puget Sound Career Center today to find the perfect fit for your team!

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Fulfill Your IAR CE Obligation with Kitces IAR Ethics CE Day on August 29

Kitces IAR Ethics CE Day is the ultimate solution for Investment Adviser Representatives (IARs) to fulfill their CE obligation s. Join us on August 29 for virtual sessions led by experts in ethics and regulation, earning your 6 hours of IAR Ethics CE while also gaining 6 hours of CE for CFP®, CIMA, CPA, and other designations. There are no vendors or sponsors—just pure, high-quality content. Plus, part of your registration will be sent to your local FPA chapter to support other programs that support YOU. Don't miss out! Register today for $199 (general admission) or $149 (Kitces Premier members).

Upcoming 2024 FPA Puget Sound Event Dates

September 20: Chapter Meeting (in person)

October TBA: Fall Social Event

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

FPA Puget Sound Calendar of Events

The Latest Journal of Financial Planning Now Available

FPA Members can now read the August 2024 issue of the Journal of Financial Planning to learn about beneficial ownership and what it means for small business clients, developing your sales skills, IRC Section 1042 for retirement and exit planning, aligning client goals and needs, revocable trusts in business succession, the latest in legislative advocacy, determining the run rate of monthly inflation, and much more. Access the latest issue of the Journal now.

Thank you, valued members!

We are grateful to the members that make up our chapter community! Our members are dedicated to elevating each other, and the financial planning profession. The more we grow as practitioners and planners, the better we serve our clients today and meet the needs of our clients tomorrow.

Learn how to make the most of your membership

Our Members Are Simply the Best!

If you would like to be considered for one of our upcoming member spotlights let us know! info@fpapugetsound.org.

Welcome Our Newest FPA Puget Sound 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!

Alex Kendall

Edward Jones

Anita Gray, CFP®

Promenade Wealth, LLC

Cherish Sutull, CFP®

Blue Water Wealth

Craig Little

Didi Chen

Grace Rollins Fortis Financial Group

Jacob Tally

Crowd Cow

Jill Barnett

Valley Consulting Pratners, LLC

Louise Alexander, CFP®

O'Meara Financial Group, Inc.

Luke Minor Washington Student Achievement Council College Savings Plans Div. (WA529)

Ross Rubinstein, CFP®

Freestone Capital Management

Tiffany Varker, FPQP®

Salish Wealth Management

Celebrating August Member Milestones!

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.

Dick Harsin, CPA, CFP® I 29 YRS

Harsin Wealth Management

Timothy Knapp, CFP® I 29 YRS Asset Management Strategies, Inc.

Bruce Horne, CFP®, CFA, FRM I 26 YRS

Wells Fargo

Kevin Byrne, CFP®, MS I 21 YRS

Byrne & Company Wealth Management

Marv Liebe, CFP®, CLU, ChFC®, MSFS® 21 YRS

Epic Trust Financial Group

Alan Writer, CFP®, ChFC®, RICP® 19 YRS

Thrivent Financial

Chad Parmenter, CFP® I 16 YRS