FPA of Puget Sound

To advance the financial planning profession.

[FPA of Puget Sound @FPAPuget]

Make sure you’re prepared to adhere to the new #CFP standards! Attend a free public forum on the new standards for CFP® professionals on June 6 from 7:30 to 9:00 am at the Hyatt Olive 8 Seattle. Register today at https://t.co/ufB1qh2MM8. #CFPPros

[FPA of Puget Sound @FPAPuget]

Come listen to May 9th Quarterly Event Speaker Dan Kullman, behavioral economics architect at Toews.

Implement investor behavioral considerations when building portfolios, create greater client understanding/deeper client relationships, and improve competitive differentiation.

[FPA of Puget Sound @FPAPuget]

New Self-Study Course on Providing College Funding Advice - 11 CFP® CE credits!

https://t.co/PAII4Tujig

[FPA of Puget Sound @FPAPuget]

Our partners at Saturna Capital have extended FPA members an invitation to their Sustainable Investing Solutions Event!

https://t.co/2F0pgQfx2d

[FPA of Puget Sound @FPAPuget]

The Seattle Times is looking for a financial planner/advisor who would like to work on a pro-bono financial plan with a participant chosen by the Seattle Times.

https://t.co/4FwJ01apwe

[FPA of Puget Sound @FPAPuget]

4 Phases of Retirement according to MIT AgeLab
1. Honeymoon Phase
2. Big Decision Phase
3. Navigating Longevity Phase
4. Solo Journey Phase

[FPA of Puget Sound @FPAPuget]

Be mindful of changing demographics. What does the glide path look like towards diversity in 2044? #fpasymposium2019

[FPA of Puget Sound @FPAPuget]

Financial Planners, Do You Have A Medicare Solution for Your Clients? https://t.co/7uy58UcYzm via @YouTube

[FPA of Puget Sound @FPAPuget]

Last day to purchase Symposium tickets online!

https://t.co/NmvIWOtZHH

[FPA of Puget Sound @FPAPuget]

Time is running out! Online registration for the Symposium will be closing tomorrow Tuesday, February 26 at 11:59 PM!

Register Now: https://t.co/JtzzRonJD2

[FPA of Puget Sound @FPAPuget]

The economy & housing markets have been performing very admirably for the past several years, but should expect to see a slowdown?

In his Symposium presentation, Matthew Gardner, Chief Economist for Windermere Real Estate, will discuss potential obstacles.

[FPA of Puget Sound @FPAPuget]

Become a "go to" source for journalists looking for information and commentary on personal finance, financial planning and the profession!

FPA is hosting its next all-member virtual media training this Thursday, Feb. 21 from 4 – 5:30 p.m. ET.

Sign Up: https://t.co/B3NqCWLQgN

[FPA of Puget Sound @FPAPuget]

In his Symposium presentation "The View from Washington: What Financial Planners Should Expect in 2019 and Beyond" Steve Boms, President of Allon Advocacy, LLC, will share his insights to gain a better understanding of the political environment in Washington D.C.

[FPA of Puget Sound @FPAPuget]

Are you in a 2 year CFP® Board certificate program? You qualify for the student Symposium rate! Thats $175 in savings! 📚🎓💰

[FPA of Puget Sound @FPAPuget]

FPA Symposium of Puget Sound on March 1st at the Washington State Conven... https://t.co/wasC2Q7Vl6 via @YouTube

[FPA of Puget Sound @FPAPuget]

2019 Symposium: Check out our newly added break-out sessions including "Lessons from the 2017 North Bay Fires" here: https://t.co/0uKcotrq8M
#EventsFPAPugetSound

[FPA of Puget Sound @FPAPuget]

Last chance to receive the EARLY BIRD DISCOUNT for our 2019 Symposium! Register by tomorrow and save $50: https://t.co/JtzzRonJD2
#EventsFPAPugetSound

[FPA of Puget Sound @FPAPuget]

Happy New Year! Looking forward to community outreach, great educational programs, and networking in 2019!

[FPA of Puget Sound @FPAPuget]

Meet 2019 Symposium Keynote Speaker Lazetta Rainey Braxton, MBA, CFP®. She'll present "How to Stay Relevant in an Increasingly Diverse Environment"
Register TODAY for the early bird discount: https://t.co/JtzzRonJD2
#EventsFPAPugetSound