June Education Meeting

June 13, 2018
12:30 PM - 6:30 PM
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SDSU Parma Payne Goodall Alumni Center
5500 Campanile Drive
San Diego, CA 92182
Venue website

Register today! Our FPA of San Diego June Education Meeting is around the corner and you are going to love what we have in store. Click the REGISTER NOW link to get signed up for the meeting that is sure to rock the scholar in you!

Please join us Wednesday June 13th from 12:30pm to 6:30pm for an education event designed to navigate through the state of the tax codes and the economy. The overall theme is about issues advisors face today.

Our presenters will include Sheryl Rowling, CPA, PFS of Rowling & Associates showcasing the oppurtunites and pitfalls of the new tax laws followed by Savina Rizova of Dimensional Fund Advisors (DFA) discussing "Tough Client Questions". In order to improve accuracy in tackling the client issues our members face, we would like to invite you to send over your 'tough question(s)' to our Programs Board Chair, Mark Halby at mhalby@nautilusadv.com to be incorporated into the discussion. We will then wrap up with an economic discussion lead by Nobel Prize recipient Harry Markowitz. Harry will be hosting a Q&A as part of his segment as well, so don't forget your best thinking cap!  We currently are working on 2 CE Credits, which are pending approval for this meeting. You can also view the agenda below for the lineup.

Sheryl Rowling, CPA, PFS   

Since 1979, Sheryl has been providing fee-only tax and financial planning advice. She is the principal of Rowling & Associates with professional credentials including Certified Public Accountant and Personal Financial Specialist. Understanding the importance of setting goals and following through, Sheryl works closely with clients on an ongoing basis to ensure that their objectives can be achieved. 

Active in her field, Sheryl has been named one of the nation’s top 250 financial advisors by Worth magazine and has been included as one of Accounting Today’s Top 100 Most Influential People in Accounting. In 2006, Sheryl’s book, Tax and Wealth Strategies for Family Businesses, was published by CCH.  She regularly writes columns for the San Diego Jewish World (www.sdjewishworld.com), Advisors4Advisors (www.advisors4advisors.com) and InvestmentNews (www.investmentnews.com).  Sheryl is often quoted in both local and national publications. A frequent speaker, Sheryl presented at the Jewish Community Foundation’s Women’s Financial Forum and has spoken on numerous other occasions to professional groups and community organization. Previously, Sheryl managed tax departments at Arthur Young & Company and two multi-million dollar corporations. She holds an M.B.A. in finance and a B.S. in accounting from San Diego State University.

Savina Rizova, PhD

As Co-Head of Research, Savina applies a background in finance to research projects that Dimensional undertakes to improve the design and execution of new and existing strategies. She also examines a variety of empirical research questions. Prior to obtaining her PhD, Savina worked in the Research group at Dimensional. She conducted quantitative analysis used to explain strategies and performance to clients. Savina is also a member of the Investment Research Committee and Investment Committee 


Savina completed her PhD in finance at the University of Chicago Booth School of Business and holds an MBA from the University of Chicago Booth School of Business as well as a BA in economics and mathematics from Dartmouth College.

Dr. Harry M. Markowitz

Dr. Markowitz has applied computer and mathematical techniques to various practical decision making areas. In recognition, in 1989 Dr. Markowitz received the Von Neumann Award from the Operations Research Society of America for his work on portfolio theory, sparse matrix techniques and the SIMSCRIPT simulation programming language. In 1990 he shared The Nobel Prize in Economics for his work on portfolio theory. Dr. Markowitz is the principal of Harry Markowitz Company, and an adjunct professor at the Rady School of Management, UCSD.

Fellow, Econometric Society
Fellow, American Academy of Arts and Sciences, May 1987
ORSA/TIMS Von Neumann Theory Prize, May 1989
1990 Nobel Prize in Economic Sciences, December 1990
Honorary Doctorate from Universite D’Orleans, February 1992
Honorary Doctorate from University of Athens, February 1992
Named “Man of the Century” by editors of Pensions and Investments, December 1999
Founders Award from the Mathematical Programming Society, August 2000
Honorary Doctorate from Aristotle University of Thessaloniki May 2003
Honorary Doctorate from the American International University in association with
Royal College of Physicians & Surgeons of the United States 2003

**To learn more about Dr. Markowitz, or to purchase some of Harry's writings, please navigate to his personal website by CLICKING HERE

2018 June Education Meeting Agenda:

12:45pm - Welcome/Announcements
1:00pm - 1:50pm - Sheryl Rowling - The New Tax Laws: Opportunities and Pitfalls
2:00pm - 2:10pm - Sponsor Introductions
2:10pm - 3:00pm - Savina Rizova of DFA - “Tough Client Questions”
3:00pm - 3:20pm - Break/Announcements 
3:20pm - 4:20pm - Harry Markowitz - Economic Discussion with Q&A
4:20pm - Final Announcements
4:30pm - 5:30pm - Social Hour

Additional reminders:

  • Save the date! The Women's Initiative Quarterly Mixer is June 6th from 4:30pm to 6:30pm. Bring a colleague! This event is free for members and guests alike, so help us grow our community by showcasing the Women's Initiative to like-minded others in the industry.
  • We recently launched our new Resource Partner Events page on our website as an added benefit for our members who may wish to attend more meetings and/or events. Many of our Resource Partners host a variety of their own events that may interest you or clients. Some events may even be offered at a reduced or complimentary rate.  You will now be able to see postings about events from our Resource Partners right from our webpage. 
  • Looking for a job? Visit our Job Listings page today for up-to-date posts from member firms.
  • Looking to grow but not sure where to start? Visit our Externship Page to learn more about how you can help a student gain hands-on experience and also get that needed help around the office. Participating members have made note of the joys of contributing to growth the financial planning community. Be the change you want to see for the future of our practice. 
  • You can stay on top of all upcoming SD FPA events by subscribing to our Google calendar feed at https://calendar.google.com/calendar/ical/fpasdboard%40gmail.com/public/basic.ics  This will ensure that all future events automatically appear on your Google, Outlook, Apple, or other popular calendar service.
The San Diego Chapter of the FPA encourages the success of our members through professional support, public awareness and upholding the virtues of integrity and excellence in financial planning.


$60.00 Member Price

$120.00 Guest Price

$15.00 Student Chapter Price