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Financial Planning Association - Puget Sound

   

Events:

primarily in Seattle

Nutshell:

The heart of financial planning.


Website:

http://www.fpapugetsound.org



About:

The mission of the Puget Sound Chapter of the Financial Planning Association is to serve the needs of the membership by enhancing their professional and personal growth, and to foster the value and promote the success of the financial planning profession.


Main Events:

Summer Golf Tournament , Annual Awards & Celebration Luncheon, Annual FPA of Puget Sound Symposium


Opportunities:

Membership, Networking Events, Social Events, Committees, Sponsorship, Board, Seminars, Workshops, Golf Tournaments


Sponsors:

Laserfiche, Calvert Investments, BackOfficeConnection.com, FirstCommand Financial Services, Frontier Bank


Leaders:

Alfred Lee, Alison Burke, Bradley Allen, Bridget Burgess, Cindy Byfield, John Goddard, Kevin Schulz, Rick Bryan, Robert Bjur, Robin Tan


Group Size:

Medium-Big

Event Frequency:

7-15 per year

Group Management:

Full-time professional staff

Venue for Rent:

No

Event Calendar:

Yes - online & public

Sponsors Welcome:

Yes

Job Listings:

For members only

Member Directory:

Yes - public

 

Popularity:

316 recorded clickthrus in 2008.

266 recorded clickthrus in 2007.






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