Articles

President's December 2018 Message

FPA of San Diego President’s Message – Catherine Magaña

December 2018

Happy holidays! 2018 has been a busy year for the FPA of San Diego and now we are getting ready for 2019 with incoming President, Steven Fox.  This is the perfect time to start thinking about and volunteering for our Membership, NexGen, Women’s Initiatives, Advocacy, Pro Bono, Communications and our Program’s Committees.  People choose to volunteer for a variety of different reasons.  For some it provides an opportunity to give back to the community while for others it provides an opportunity to develop new skills or build on existing experience.  We would love for you to get involved in any capacity.  If you are interested in getting more involved with the FPA of San Diego, please reach out to Linna Morgan, our Chapter Administrator, at info@fpasandiego.org to connect you with the committee of your choice. 

CFA/FPA Allied Event: Wealth Management Symposium

We had a successful CFA Society San Diego & Financial Planning Association of San Diego collaborative Wealth Management Symposium on Wednesday, October 17, 2018 at the Grand Del Mar. Members heard from Jeffrey Kleintop, Senior Vice President, Chief Global Investment Strategist of Charles Schwab and Mark Peterson, Director of Investment Strategy and Education for BlackRock. We are thankful to social hour sponsor Shustak Reynolds & Partners for helping us making this a memorable event.

MEMBER UPDATE AND EVENTS

We are pleased to announce a few upcoming events.  Our last Quarterly Education Meeting is at a new location in Del Mar.  Please join us Wednesday December 11th from 12:30pm to 6:00pm at the San Diego Marriott Del Mar for an Investor Presentation with David Butterfield of Realty Income, a discussion ESOPS with Martin Staubus of UC San Diego and a Fireside Chat with Dale Yahnke, CFA, CFP®.  Register today at

https://fpasandiego.org/meetinginfo.php?id=28&ts=1544573548.

The 1st Annual FPA Southwest Regional Conference is coming up on January 25-27.  By financial planners for financial planners, with great discussions and no distractions.  More details can be found on https://fpasandiego.org/meetinginfo.php?id=33&ts=1544153411.

Remember to look through our FPA Member Advantage Partners for discounts. Check out the list A though Z to make sure you are not missing out on your member discounts.  https://www.onefpa.org/Membership/Pages/Member_Advantage_Partners-A-to-Z.aspx

Please remember that you can follow us on Linked In.  Check out the FPA of San Diego Group on Linked In https://www.linkedin.com/groups/3764958 for updates and postings about FPA of San Diego.

Wishing you a healthy and prosperous 2019.

Sincerely,

Catherine M. Magaña, CFP®

 President – FPA of San Diego

Southwest Regional Conference 2019

It's time for another great event!

Kicking off in 2019, this new event promises to be a meeting of the minds in a most beautiful setting – the UCLA Conference Center January 25-27 in Lake Arrowhead, CA. By financial planners for financial planners, with great discussion and no distractions. Space is limited!

The cost will be $550 per person. This includes 2 nights room and all food. The rooming arrangement is Double Occupancy in two-bedroom “condolets” – each person has a separate bedroom/bathroom and the amenities of an upscale hotel.

Priced at only $450 through 12/11!

Full Agenda Coming Soon   Submit your questions or comments at:  https://fpasandiego.org/form.php?form_id=13   

 

Here is one great speaker we have booked: