FPA of Puget Sound's Annual Symposium is an excellent opportunity for education and networking with other financial professionals in the Puget Sound area. FPA events are for financial professionals from all areas and designations. Plan to attend and hear Michael Kitces speak in 2020!
Content Focus: General Planning
Channel: CFPs, Independent BD, RIA
*Five Industry Trends Reshaping Financial Advice *Setting a Proper Asset Allocation Glidepath In Retirement