APRIL 29-30, 2019

EDUCATIONAL & NETWORKING EVENT FOR FINANCIAL ADVISORS
REGISTER NOWVIEW SCHEDULE

FULL DAYS

SESSIONS

EXHIBITORS

JOIN US FOR FA19 SEATTLE!

The Financial Advocates Seattle Summit is a two-day educational event for Financial Advisors and their assistants throughout the Pacific Northwest and surrounding areas.

With state of the art breakout rooms and main stage space, Seattle’s Destination Waterfront Venue, Bell Harbor International Conference Center at Pier 66 is sure to please! Their event space features 180-degree views of the Olympic Mountains, Mt. Rainier, Puget Sound’s Elliott Bay, and the Seattle skyline.

OUR PRESENTERS

More Coming Soon!

Duncan MacPherson

Pareto Systems

Keynote Speaker

Sponsored by First Trust

Brian Portnoy, Ph.D, CPA

Virtus Investment Partners

Keynote Speaker

Sponsored by Virtus Investment Partners

Damon Novelli

Legg Mason

Main Stage Speaker

Sponsored by Legg Mason

Susan Olson

Natixis

Main Stage Speaker

Sponsored by Natixis

D. Judge

Columbia Threadneedle

Main Stage Speaker

Sponsored by Columbia Threadneedle

Mark Eibel

Russell Investments

Main Stage Speaker

Sponsored by Russell Investments

Paul Nicely

EatonVance

Main Stage Speaker

Sponsored by EatonVance

SCHEDULE OF EVENTS

Summit Schedule
Round Table Discussions
Workshops

AGENDA OVERVIEW

FA19 Seattle will have over 31 sessions available to you over the 2-day span. Please use the toggle button to switch between Monday and Tuesday.

TimeSessionSpeaker
7:30 AMBreakfast -
7:45 AMFinancial Advocates State of the Union (For FA Only Advisors)Gary Campbell and Angela Vlach
9:00 AMWelcome and Kick OffFinancial Advocates
10:00 AMKeynote SpeakerBrian Portnoy, Ph.D., CFA
Virtus Investment Partners
11:00 AMAM Break-
11:15 AMWorkshopTBD
11:15 AMBreakout SessionVanguard
11:15 AMBreakout SessionJohn Hancock
11:15 AMBreakout SessionThe Pacific Financial Group
12:00 PMLunch-
1:00 PMWorkshopRedtail CRM Training
1:15 PMBreakout SessionBlackrock
1:15 PMBreakout SessionHines Securities
2:00 PMPM Break-
2:15 PMBreakout SessionAIG Funds
2:15 PMBreakout SessionLincoln Financial Distributors
3:00 PMMain StageD. Judge, Columbia Threadneedle
4:00 PMMain StageMark Eibel, Russell Investments
5:30 PMAdvisor Happy Hour/DinnerSponsored by TheBancorp
TimeSessionSpeaker
7:30 AMBreakfast -
8:00 AMMain Stage - Advisor PanelFinancial Advovates
8:00 AMLPL Financial SessionMergers & Acquisitions / Succession Planning
8:00 AMLPL Financial SessionLearning & Developent
8:00 AMLPL Financial SessionPolitical Action Committee
8:00 AMLPL Financial SessionMarketing Solutions
9:00 AMWelcome and Kick OffFinancial Advocates
9:00 AMMain StageDuncan MacPherson, Pareto Systems.

Sponsored by First Trust
10:00 AMMain StagePaul Nicely, Eaton Vance
11:00 AMAM Break-
11:15 AMWorkshopClientWorks - Opening Accounts
11:15 AM
Breakout SessionTBD
11:15 AMBreakout SessionTBD
12:00 PMLunch-
1:15 PMWorkshopClientWorks - Account Transfer Tools
1:15 PMBreakout SessionTBD
1:15 PMBreakout SessionTBD
2:00 PMPM Break-
2:15 PMWorkshopClientWorks - Account Maintenance & Grouping
2:15 PMBreakout SessionTBD
2:15 PMBreakout SessionTBD
3:00 PMMain StageSusan Olson, Natixis Investment Managers
4:00 PMMain StageDamon Novelli,
Legg Mason
5:00 PMClose of EventFinancial Advocates

ROUND TABLE DISCUSSIONS

Roundtable discussions will occur during the lunch hour on Day 1 and Day 2 of the Summit. Topics will be selected by the presenter.

Legg Mason

Topic - TBD

First Trust

Topic - TBD

Natixis

Topic - TBD

Pacific Life

Topic - TBD

Principal Funds

Topic - TBD

Coming Soon!

Topic - TBD

Russell Investments

Topic - TBD

Eaton Vance

Topic - TBD

Columbia Threadneedle

Topic - TBD

Chubb

Topic - TBD

Coming Soon!

Topic - TBD

Coming Soon!

Topic - TBD

WORKSHOPS & TRAINING

Licensed Admin and other support professionals are an integral member of an advisor's practice. Financial Advocates would like to support their professional growth as well by offering training and/or workshops at FA19 Seattle and Portland.

Redtail CRM

Day/Time - TBD

The Client Experience

Day/Time - TBD

Event Planning for Assistants

Day/Time - TBD

Social Media 101

Day/Time - TBD

ClientWorks Training

Day/Time - TBD

TOPIC COMING SOON

Day/Time - TBD

STAYING & GETTING AROUND SEATTLE

Lodging
Parking
Driving
Train
Airport

Seattle Mariott Waterfront

Experience the best of the city when you stay at Seattle Marriott Waterfront. Their prime location reveals to guests stunning views of the mountains and Elliott Bay. The world-famous Pike Place Market is an elevator ride away, and the hotel sits adjacent to the Bell Harbor Conference Center.

Guests enjoy upscale hotel rooms outfitted with plush bedding, mini-refrigerators, large desks, and WI-FI; many benefit from balconies with waterfront views. Also, take advantage of the hotel’s indoor/outdoor pool and modern gym.

Click here to learn more about this hotel.

Room Block & Reservations

Our room block has been reserved for the following nights:

  • Sunday, April 28th, 2019
  • Monday, April 29th, 2019

Room rates:   $259.00 USD per night/ King or Double

You may call (800) 228-9290 and ask for the "Financial Advocates Meeting" to reserve your room, or book online using the below button.

Reserve Your Room Online!

Conference Parking

We recommend parking in the Bell Street Pier Garage, which connects directly to Bell Harbor and World Trade Center Seattle via the skybridge and can be accessed on both Elliott Avenue and Wall Street.

Bell Street Pier Garage Address:
2323 Elliott Avenue
Seattle, WA 98121

Bell Street Garage Hours:
Sunday through Thursday: 6:00am to Midnight
Friday and Saturday: 6:00am to 1:00am

Bell Street Garage Rates

Overnight Parking

For guests staying overnight at the Seattle Marriott Waterfront, overnight parking is available.

  • Electric car charging stations: 2, Complimentary
  • Off-site parking, fee: $24 USD daily
  • On-site parking, fee: $20 USD hourly, $52 USD daily
  • Valet parking, fee: $63.75 USD daily
  • Valet fee includes in/out privileges. Limited oversized vehicle parking available for $60 + tax.

Public Parking

If you'd rather utilize public parking here are the details you should know:

Paid parking is in effect Monday through Saturday and is generally limited to 2 hours, 4 hours, or 10 hours (all-day). Parking is free on Sundays, when time limits generally do not apply.
To view a map of all public parking lots within the Seattle area, click here.

 

Location

2211 Alaskan Way, Pier 66
Seattle, WA 98121

Please use the map to your right for detailed directions.

The Sounder Train

Sounder trains travel between Lakewood and Seattle (making stops in South Tacoma, Tacoma, Puyallup, Sumner, Auburn, Kent, and Tukwila) and between Everett and Seattle (with stops in Mukilteo and Edmonds). Sounder runs regular commuter service on weekday mornings and afternoons only.

Follow the links below to view the schedules.

Amtrak

Traveling from Oregon or Southwest Washington? No problem! The Amtrak leaves from Portland, Oregon five-times daily! It's a safe and convenient way to travel and get work done at the same time.

Ticket prices vary from $28 - $138 (one-way).

We encourage you to come up the Sunday before if you plan on taking the train.

Link Light Rail

Link light rail travels 20.35 miles between Seattle's University of Washington Station and Angle Lake Station, making 14 stops along the way, including Sea-Tac Airport, Downtown Seattle and Pioneer Square.

Everett < > Seattle
Lakewood < > Seattle
Amtrak Tickets & Schedule
Angle Lake < > UW Campus

Getting to/from Sea-Tac International Airport

Sea-Tac International Airport is approximately 15 miles from Bell Harbor, with travel time between 30-60 minutes based on traffic.  Upon arriving you can call a taxi, take an UBER, Lyft or Link-Rail into Seattle.

Learn More about Sea-Tac Airport

THANK YOU, SPONSORS!