Events Information
NWFBA holds its educational breakfast meetings in January/March/May/July/September and ends the year with our
Annual Generations of Success celebration event. 7:30 AM – 9:00 AM in downtown Seattle.
First-time attendees are extended the Member rate.
NWFBA holds bi-monthly networking events in non-program months. Your responses to past surveys report
networking as a highly sought-after activity at NWFBA events.
Mark your calendar for upcoming 2026 NWFBA Program dates:
Wednesday July 15
Transitioning the Business from Gen 3 to Gen 4
Wednesday, September 16
Town Hall
Wednesday, November 4
Annual Generations of Succuss
DATE: June 24 2026
TIME: 4:30 PM - 6:00 PM
VENUE: Columbia Bank
95 - 102nd Ave NE | Bellevue
Our NWFBA network events present a unique and invaluable opportunity to break free from the formalities and truly deepen those relationships.
Enjoy a relaxed, welcoming environment where you can forge new friendships and rekindle old ones, all while sharing insights and experiences with fellow professionals.
Join us at our network events and take action to enrich your professional journey—RSVP today and enjoy our vibrant community!
CLICK HERE TO REGISTER
Roots and Branches: Keeping the Business and Family Intact During Ownership Transition
Dave Townsend, Coburg Tree Farm
DATE: Wednesday, July 15, 2026
TIME: 7:30 AM - 9:00 AM
LOCATION: Women's University Club
1105 Sixth Ave | Seattle | 98101
Presenter: Dave Townsend, Owner, Coburg Tree Farm
Strong businesses are built on more than success—they’re built on family, trust, and legacy.
Join us for an insightful discussion on navigating ownership transition while preserving both family relationships and business continuity.
Learn practical strategies to prepare the next generation, manage change, and create a lasting foundation for future success.
Protect the roots. Strengthen the branches. Secure the future.
REGISTRATION NOW OPEN
DATE: Thursday, August 20, 2026
TIME: 4:30 PM - 6:00 PM
VENUE: Focus Partners Wealth
920 5th Avenue, Seattle, WA 98104
Make new contacts all while sharing insights and experiences with fellow professionals, and enjoy a breathtaking rooftop view of Seattle
NWFBA and FPA Puget Sound JOINT network event will present a unique and invaluable opportunity to break free from the formalities and truly deepen those relationships.
Join us at this joint network event and take action to enrich your professional journey—RSVP today and enjoy this vibrant community!
Financial Planning Association (FPA) Puget Sound is an organization for financial planning professionals that promotes the value of financial planning and provides educational and networking opportunities for financial planning professionals in the Puget Sound region.
