May 20, 2020
2015 Conference Program Friday, August 14, 2015 8:30am to 10:10am Boot Camp! – Pro Bono Military Initiative Disability Base Speaker: Dick Power We’ve heard of the dire need of financial coaching and planning for our military personnel and disabled veterans. As we...
May 20, 2020
2016 Conference Speakers Amy Mullen Vice President, Money Quotient Amy frequently presents at financial planning conferences on the topics of life planning, financial motivation and change, and cash flow management. Amy is an active member of FPA Puget Sound, NexGen,...
May 20, 2020
2016 Conference Program Friday, August 12, 2016 8:30am to 10:10am Things My Mother (Nor Anyone Else) Never Told Me About Estate Planning Speaker: Ray Sheffield Ray is back for another talk highlighting a number of areas, changes, and techniques which you must know to...
May 20, 2020
2017 Conference Speakers Bonnie Sewell, CFP®, CDFA™, AIF® Certified Financial Planner As a child of divorce and someone who divorced after 25 years of marriage and who is happily remarried today, Bonnie has been down the divorce path. Bonnie has been working in...
May 11, 2020
2017 Conference Program Friday, August 11, 2017 8:30am to 10:10am Mind Bending – No Hallucinogens Required Speaker: Renee Snow Find out how philosophy can change your mind and your practice. Learn about the meaning and purpose of money, how economy and ecology are...