2025 Title Sponsor

Featuring Two Back-to-Back Opening Keynote Sessions

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

Kitces.com

Closing Keynote

Danika Waddell, CFP® Xena Financial Planning

Suggest a Speaker for 2025!

FPA of Puget Sound strives to provide our members opportunities to hear the best speakers available on topics pertaining to the financial planning profession. If you have a speaker whom the programs committee should consider for 2025, please let us know.

Sponsoring the FPA is an excellent platform to promote your services and connect with a diverse array of financial professionals. Your sponsorship will play a critical role in our mission to educate and empower those in the financial industry, and in return, we will help elevate your organization’s profile, showcasing your commitment to the financial planning community.

Together, we can create a significant impact in the financial planning industry, fostering relationships that benefit both your organization and the professionals we serve. If you have any questions or need further information, please do not hesitate to reach out to our Executive Director, Melisa Hall, at (206) 501-2161 or via email at info@fpapugetsound.org. We sincerely appreciate your interest in sponsoring FPA of Puget Sound and are excited about the possibility of partnering with you in 2025.

If you were unable to attend FPA NexGen Gathering in August, you missed out on an incredible event! Make sure to mark your calendars for FPA NexGen Gathering 2025, which will take place at the Hilton Orlando Lake Buena Vista from August 26-28, 2025. This fantastic property is an Official Walt Disney World Hotel, and attendees will get to enjoy exclusive Disney benefits, including direct access to Disney Springs. Early bird registration for FPA NexGen Gathering is now open, offering significant savings, so be sure to register now! 

We are excited to announce that FPA Retreat 2025 is scheduled to take place at the Hilton Chicago Oak Brook Resort and Conference Center from April 28-30, 2025. This beautiful 150-acre estate features the Audubon-certified 18-hole Willow Crest Golf Club. The resort offers a lakefront outdoor pool, tennis, basketball, and volleyball courts, a spa, two golf simulators, and various restaurants. Registration is now open with special early bird pricing, so make plans to join us in Chicago next April!

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

Welcome Our Newest FPA Puget Sound Members

We are thrilled 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 aboard!



Celebrating November 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.