Sept. 15, 16, 17 FPA Annual Symposium - The Virtual Version

September 15, 2020
10:30 AM - 12:30 PM
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Online - three days of programming.


Mark your calendar – the annual FPA of San Diego Symposium is virtual this year!

The Symposium will take place over three days:  September 15, 16 and 17, 2020 – beginning at 10:30 am Pacific time each day.

Up to 7 hours CFP CE  (including Ethics). Full description at 


Just added:  1:45 pm Tuesday - NexGen breakout session – virtual town hall

         1:45 pm Wednesday – Women’s Initiative breakout session – virtual town hall

Also:  2:30 pm Thursday – virtual Happy Hour at the conclusion of the Symposium

Come and network with your peers!

FPA of San Diego 2020 Symposium speaker lineup

(Details below)

11:00 am, Tuesday, September 15 (1 hour)

    John Milikowsky, AB-5

12:30 pm, Tuesday, September 15 (1 hour)

    Stuart Smith, Succession Planning for Small Businesses

11:00 am, Wednesday, September 16 (1 hour) 

    Brad McMillan, Beyond the Numbers – an Economic and Market Update

12:30 pm, Wednesday, September 16 (1 hour)

    Suzette Rothberg, Priceless! The Language of Value

11:00 am, Thursday, September 17 (1 hour)

    Greg Wright, Health Care for Seniors – The National and Local Story

12:30 pm, Thursday, September 17 (2 hours) 

    Destre Downing, CFP Board’s Code of Ethics: Elevating the Profession

Featured speakers include:          

Brad McMillan, chief investment officer, 

   Commonwealth Financial Network

   Economic / market update



Suzette Rothberg, Invesco Consulting

“Priceless!  The Language of Value”


Stuart Smith, JD

         Senior Consultant, FP Transitions

         Small Business Succession Planning

Greg Wright, United HealthCare, “Health Care for Seniors”

John Milikowsky, Esq.,

tax attorney on AB-5


      Plus 2-hour CFP Ethics CE class !

Destre Downing, Manager of Learning and Student Initiatives, FPA



Two presentations each day, at 11:00 am and 12:30 pm, Pacific time

September 15 and 16 will end at approximately 1:40 pm

September 17 CFP ethics course will end at 2:30 pm, followed by virtual Happy Hour


Free to FPA members, others pay $50 to attend (includes CE credit)

Advance registration is required.

You can attend all or any part of the three-day event with a single registration.

After registering, connection information will be included in your confirmation email.






$0.00 Member Registration includes CE Credits

$50.00 Non-Member Registration - Includes all CE Credits