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 6 hours CFP CE pending (including Ethics). 

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

John Milikowsky, Esq.,

tax attorney on AB-5

      plus 2-hour CFP Ethics CE class !

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

More details to follow!

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