Women's Initiative

 

WOMEN'S INITIATIVE

The Women's Initiative is a community of like-minded women financial professionals who support, educate and encourage one another. For more information, contact us at [email protected].

Vision Statement

To connect the women of FPA of San Diego by educating, supporting, mentoring, sharing best practices and collaborating.

Who are our members?

We support women at all stages in their careers, including new professionals, returners, career changers, and seasoned/retiring advisors. We are a passionate, fun-loving, upbeat community dedicated to the success of every member.  We have a culture of mentorship, both through a year-long program and informal conversations at events. 

WOMEN'S INITIATIVE UPCOMING EVENTS

Join us Thursday, October 1, 2020 for an online, interactive event with Financial Coach, Jenn Steliga who will give us a one-hour presentation on Coaching Your Clients followed by an hour of questions and answers, networking and sharing ideas.  For more information, click here.  

Join Zoom Meeting

https://financialplanningassociation-org.zoom.us/j/99372969781?pwd=MTByWnA3cno5b3VSeU1qR3hHVkpGZz09

Meeting ID: 993 7296 9781

Passcode: 054118

One tap mobile

+16699006833,,99372969781#,,,,,,0#,,054118# US (San Jose)

Join us for a Women's Initiative Town Hall during the annual FPA Symposium. On Wednesday, September 16th at 1:45pm there will be a breakout session hosted by the Women's Initiative where we will discuss upcoming programs and get your feedback on future programs.  

We are excited to see you there!!

Resources