The Financial Planning Association (FPA) annual open enrollment for members and employees runs from February 1–28, 2026. Members can access group insurance options, including disability, life, dental, and vision coverage. This period allows for enrolling in plans with simplified or guaranteed issue options. 

Dates: February 1, 2026 – February 28, 2026.

Eligibility: FPA members and their employees.

✨ Group Long and Short Term Disability

✨ Group Term Life and Accidental Death and Dismemberment (AD&D)

✨ Group Dental and Vision

✨ Business Overhead Expense (BOE)

For more information, visit the FPA Insurance Programs page. 

We're excited to announce that the 2026 FPA Puget Sound Symposium is set for Thursday, April 16, 2026! We’ll be returning to the stunning Seattle Summit Convention Center for this highly anticipated event—the largest gathering of financial planning professionals in the region. Join us for a day designed to inspire, educate, and bring our community together.

🎤 Keynote Speakers You Won’t Want to Miss

• Ed Slott, CPA – America’s IRA Expert and one of the most trusted voices in tax and retirement planning. He’ll deliver timely strategies and guidance to help you better serve your clients and prepare for the evolving financial landscape.
• Carl Richards – Author and creator of The Sketch Guy. Known for his ability to simplify complex financial concepts, Carl will challenge and inspire you with fresh perspectives on communication, client engagement, and the human side of financial planning.

What to Expect

Beyond our keynote sessions, the Symposium will feature a full day of engaging breakout sessions led by top industry professionals, covering timely topics across financial planning, investment strategies, tax, practice management, and more. You’ll walk away with actionable ideas you can immediately apply to your practice.

Networking Opportunities

Connect with peers, thought leaders, and solution providers throughout the day. From dedicated networking breaks to conversations in the exhibit hall, you’ll have ample opportunities to share ideas, build relationships, and expand your professional community.

📅 Register Now

Mark your calendar now for a day of learning, growth, and connection. Early-Bird registration discounts and group discounts now available!

Elevate your firm’s growth with Snappy Kraken, the award-winning marketing automation platform built specifically for financial advisers. As an FPA member, you can take advantage of an exclusive 15% discount on solutions designed to help you attract leads and deepen client relationships with ease. Select from solutions that will help you attract, nurture, and retain clients through powerful, compliant marketing automation. You can reach more prospects, stay top-of-mind, and deepen client relationships—all while spending less time managing marketing tasks. Get this special offer today!

Struggling to explain market uncertainty in a way that clients understand and trust? At FPA SHIFT™ 2026 (formerly FPA Retreat) April 20-22 at the stunning La Jolla Torrey Pines, legendary investor and Dimensional Fund Advisors Founder David Booth will show you how to transform your investment conversations so they resonate on a human level. In this keynote conversation, Life, Invested™, you’ll learn how to use real-life experiences to help clients feel calmer, more confident, and more aligned with their goals. You’ll walk away with practical language you can use immediately to deepen relationships and build trust. Registration ends March 16, 2026.


Learn more and register today!

Welcome Our Newest FPA Puget Sound Members

We are proud to announce and warmly welcome our newest members to the FPA Puget Sound community! Your decision to join us marks the beginning of an exciting journey together, filled with opportunities for networking, professional development, and collaboration. As part of our organization, you will have access to a wealth of resources, events, and a supportive community of financial planning professionals. We encourage you to get involved, participate in our upcoming events, and connect with fellow members. Together, we can continue to advance the financial planning profession and make a positive impact in our community. Welcome!

Dan Grigg I Ameriprise Financial Services

Mari Nakata, CFP® I Freestone Capital Management

Jiliane Patriarca

Lance Rieland, CFP®, AAMS®, CRPC® I Edward Jones

Katie Skayhan I Whitworth University

Celebrating Member Milestones

At FPA of Puget Sound we are proud to celebrate the dedication and commitment of our members as they reach significant membership milestones. Your continued involvement strengthens our community, inspires others, and contributes to the ongoing success of our profession. Thank you for your invaluable contributions, and here's to many more years of growth and success together!

Dive into the world of financial planning with "The Blueprint: An FPA NexGen® Podcast," where hosts Deshawn Peterson, CFP®, and Mike Zarrelli, CFP®, navigate you through the lives of the next generation of financial planners. Join them as they uncover the personal journeys, triumphs, and challenges of emerging professionals in financial planning. Whether you're just starting, a career changer, or a seasoned planner, find inspiration and valuable ideas in this podcast. Listen and subscribe today!