2025-04-18T11:53:23-04:00 2024-12-31 990EZ 2024-01-01 912027726 FINANCIAL PLANNING ASSOCIATION of PUGET SOUND % Courtney Hastings FINA 2065012161 3858 HARVEST LN FRISCO TX 75034 Courtney Hastings President 2025-04-21 false Melisa Hall P03102085 9728967442 2025-04-21 X 2024 2025-03-06 01:10:19Z X X www.fpapugetsound.org X X 117384 X 87455 29920 9 0 0 0 117384 45324 61 74052 119437 -2053 73070 71017 X 73920 71017 0 0 2061 0 75981 71017 2911 0 73070 71017 The Financial Planning Association of Puget Sound is one of the nations largest and most preeminent organizations for financial planning professionals. Annual symposium - 192 attendees. provided continuing education and networking opportunities. 0 0 Electronic newsletters bi-monthly 0 0 Quarterly chapter meetings and networking social events 0 0 Brian Burgess Chairman 3 0 0 0 Courtney Hastings President 5 0 0 0 Brandon Steele President Elect 1 0 0 0 Mairin Murphy Treasurer 2 0 0 0 Michelle Lach Education Director 3 0 0 0 Benjamin Andrew Symposium Director 4 0 0 0 Carrie Beede Secretary 2 0 0 0 Kaleb Strawn NexGen Director 2 0 0 0 Dave Mantell Public Relations Dir 2 0 0 0 Aaron Nichols Public Relations 1 0 0 0 false false false false false 0 false false false WA Melisa Hall PO Box 2267 Frisco TX 75034 9728967442 false false false false false false false false NONE NONE Doing Business As Names FPA Puget Sound Part I, line 16 | Other Expenses:, Amount:| Board Expenses, $284| Continuing Education Fees, $1576| Telecommunications, $1210| Website, $38| Software Subscriptions, $1317| Office Supplies, $335| Office Expenses - Other, $201| Speaker Honorariums, $16200| Food Beverage Chapter Meetings, $4976| Food Beverage Symposium, $22465| Speaker Travel Reimbursement, $2127| Symposium Venue Rental Fee, $2061| Symposium Supplies, $3948| Event Expenses - Other, $236| NexGen Event Exps, $3437| Social Event Exps, $1558| Gifts Awards, $325| Taxes & Professional Fees, $1030| Travel Mileage, $1702| Audio Visual, $8593| Bank Credit Card Fees, $433| Part II, line 24 | Explanation:, BOYAmount:, EOYAmount:| Other assets, $2061, $0| Part II, line 26 | Explanation:, BOYAmount:, EOYAmount:| Other assets, $2911, $0|