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.

📅 Save the Date & Register Now

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

FPA of Puget Sound is always seeking professionals, educators, and industry experts to present at our events. Presenters can boost professional visibility, earn Continuing Education (CE) credits, and contribute to the growth of the profession. Proposals are reviewed monthly by the FPA of MN Programs Committee. Share your expertise and help advance the financial planning community!

With 3,000+ one-on-one planning meetings completed and a Net Promoter Score of 74, we’re now expanding our City-Year-style model: embedding small teams of volunteer financial planners and support staff directly with community partners to help families build savings, reduce debt, and access benefits—at scale.

In this brief, 30-minute online session, we’ll share:

• How the embedded-team model works in practice

• Early evidence of impact across communities

• Our new adviser interface and impact dashboards for RIA and nonprofit partners

• Opportunities to collaborate as we grow city-based teams

Thu, Dec 4 — 1:00 PM PT

SIGN UP ONLINE

Wed, Dec 10 — 11:00 AM PT

SIGN UP ONLINE

If you’re a funder, RIA, nonprofit, or corporate partner focused on equitable wealth-building, we’d love to have you join us.

Thank You to Our Treehouse Volunteers!

A huge thank-you to everyone who volunteered for the Treehouse for Kids event in Seattle! Your time, energy, and kindness made a real difference in our community. We’re grateful for your commitment to helping local youth thrive.

Louise Alexander; Patricia Hunter, MSW; Michelle Lach, CFP®; Dave Mantell, CFA, CFP®; Jacob Mortensen, CFP®; Mairin Murphy, CFP®; Melissa Restivo, MBA, FPQP®, AAMS™; Nayeli Sanchez, CFP®; Eric Westberg

Ready to unlock incredible savings and perks? Dive into the FPA Marketplace, powered by the Chalice Network®, and unlock a world of tailored benefits just for you. Whether you're looking for unbeatable insurance rates, fintech discounts, or everyday savings, we've got you covered! Explore BenefitHub and save thousands on services and programs you love from companies like Verizon, Costco, Geico, Avis, Hertz, Disney, AMC, Gap, and more. These exclusive offers are all at your fingertips and packed with value! Don’t wait—access the FPA Marketplace today and start saving.

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!

Heike Lautenschlaeger, CFP®

Chicory Wealth

Angela LeMaster, CFP®

Melissa Restivo

Wealthspire Advisors

Celebrating November 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!