Blog

CE Webinar Tax Cuts and Jobs Act with Michael Kitces 7/24

The end of 2017 brought one of the biggest pieces of tax reform legislation in decades: the Tax Cuts and Jobs Act (TCJA). Join Michael Kitces, publisher of Nerd's Eye View,

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Would you like to comment for a new Newsletter?

Are you interested? TheStreet's Retirement Daily is seeking financial professionals in the retirement planning and retirement income space, specifically in ?investments, ?retirement?, tax, insurance, estate planning for commentary.

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8/3 Deadline for an FPA Diversity Scholarship to attend Annual Conference in Chicago

Just a quick reminder that the deadline to apply for an FPA Diversity Scholarship to attend Annual Conference in Chicago is approaching. If you have anyone in your chapter whom you think might be a good fit, please encourage them to apply.

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FPA August Mixer 8/2

August 2, 5:30-7:30 Mixer! Join us at the FPA of San Diego’s summer social mixer. Please note that the original date is unavailable and we have moved up the date of the mixer to Thursday, August 2nd from 5:30 to 7 pm.

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FPA Coaches Corner Spotlight: Compliance considerations in joining or leaving an RIA

Join John T. Carr, principal at Carr Butterfield Attorneys at Law, and Todd Sakoda at the Consortium/Lift Burden for an interactive, 60-minute virtual session on July 31 at 4 p.m. ET

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Lend your voice to new research on best practices in client understanding

FPA, Capital Preferences and T. Rowe Price have initiated new research that seeks to map the frontier of client understanding practices and answer key questions that are central to serving the needs of 21st-century investors.

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PridePlanners and FPA integrate to support LGBTQ individuals and families

PridePlanners is integrating with FPA to enhance support to financial planners who serve the financial planning needs of LGBTQ Americans. A new FPA Knowledge Circle will be created to facilitate connections

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CE Webinars: July 12 and 24

We are extremely excited to announce another valuable benefit of being a member of the SD FPA!  Our Chapter has formed a strategic partnership with Retirement Experts Network (REN)!  REN will be providing us with a monthly webinar series

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Take the Home Equity Quiz by Prof. Hopkins of the American College

Take the Reverse Mortgage Quiz written by the well-known thought leader in retirement income planning, Jamie Hopkins Esq., CFP, RICP, Professor of Retirement Income Planning at the American College.

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FP Transitions: The Three Pillars of a Successful Advisory Business

FP Transitions President & Founder, David Grau Sr., JD, dives into the three pillars of a strong advisory business and explores how each one is integral to the ongoing growth and sustainability of the enterprise.

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