Gold Sponsors


Ameriprise

Charles Schwab
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Performance Trust Analytics Group

2013 sierra mutual funds

Walton

Silver Sponsors


Parnassus Investments

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Events Calendar

Date - 2014 Time of Day Program Venue

Oct 8th

Register

4:30 PM to 7:00 PM Expert Panel: Starting Out in the Financial Planning Industry Washington Athletic Club

Oct 11th

10:00 AM to 2:00 PM Financial Planning Day Garfield Community Center

Nov 4th

11:30 AM to 3:00 PM Quarterly Program Daniel's South Lake Union

Dec 10th

4:00 PM to 7:00 PM Holiday Party Hagerty's at the Washington Athletic Club
Date - 2015 Time of Day Program Venue

Feb 25 & 26

7:00 AM to 5:00 PM FPA of Oregon and SW Washington 2015 Mid-Winter Conference Embassy Suites Portland Airport

Feb 27th

7:00 AM to 5:00 PM FPA of Puget Sound 2015 Annual Symposium Bell Harbor Conference Center

Education program details, when available, may be found on our registration site. Click any Register button to go there.

 

All Upcoming FPA National Events

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Chapter Highlights

 

About FPA of Puget Sound  Learn about how you can become involved...

Contact Us Find out how FPA of Puget Sound helps reach your career goals...


 

Events and
Conferences

 

 

FPA Experience 2013
Transform Your CFP® World

Register Now for Early Bird Pricing!

Apply Now for for the Diversity Scholarship 

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Your Practice
Your Clients

 

 

FPA’s Virtual Learning Center offers practice management sessions on topics ranging from generating referrals to effectively using social media. Browse these sessions and more (many of which are free to FPA members) through the Practice Management Center.


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Member Benefits: Use Them

 

 

Member-Get-A-Member

Referring and referred members receive discounts on their annual membership dues.

 

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Knowledge and
Resources

 

 

Take advantage of FPA’s archived ethics courses – each comes complete with streaming audio, PowerPoint presentation and an online CE exam. 

 

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