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

Ryan Donohue

Vanguard

Rob Mace

Symetra

Rich White

John Hancock

Neil Nakagawa

The Pacific Financial Group

Dr. John Rhodes

CNL

Jeff Walters

Hines Securities

Peter Stahl

Bedrock Results
Lincoln Financial Distributors

Mark Currier

FS Investments

Jonathan Maddock

Redtail Technology

Amanda Chomyszak

New York Life Investments

Marc Drummer

Principal Global Investors

Andy Breidenbach

AIG Annuities

Chad Spencer

AIG Funds

Dave Petzke

Capital Group-American Funds

Brad Croft

Goldman Sachs Private Banking

Soliman Popal

Financial Advocates

Cathy Fenimore

Financial Advocates

April Smith

Financial Advocates

Rey Julian

LPL Financial

Ray Fischer

LPL Financial

Cary Wong

LPL Financial

Greg Gessert

LPL Financial

Andy Hart

LPL Financial

Crystal Horan

LPL Financial

Rachel Simpson

LPL Financial

SCHEDULE OF EVENTS

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.

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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

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.

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

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.

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.

THANK YOU, SPONSORS!