Future Meetings

NexGen - SoCal Summit

October 13, 2018
9:30 AM - 6:00 PM

CSUF Irvine Center
3 Banting
Irvine, CA 92618

Financial Planning - Soft Skills

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Board Meeting

October 17, 2018
2:00 PM - 3:30 PM

Grand del Mar
5300 Grand Del Mar Court
San Diego, CA 92130
Venue website

Prior to Education Meeting

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CFA/FPA Allied Event: Wealth Mgmt Symposium

October 17, 2018
3:30 PM - 7:00 PM

Grand del Mar
5300 Grand Del Mar Court
San Diego, CA 92130
Venue website

CFA Society San Diego & Financial Planning Association San Diego are pleased to announce a collaborative Wealth Management Symposium on Thursday, October 17, 2018

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NexGen - Allied Professional Mixer

November 15, 2018
5:00 PM - 8:00 PM

Bottlecraft
11055 Roselle Street
San Diego, CA 92121
Venue website

Network with Financial Professionals

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December Education Meeting

December 12, 2018
12:30 PM - 6:30 PM

TBD

TBD

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Resgister Today! 1/25-27 Southwest Regional Conference

January 25, 2019 12:00 AM to January 27, 2019 12:00 AM

UCLA Conference Center - Lake Arrowhead
850 Willow Creek Road
Lake Arrowhead, CA 92352
Venue website

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

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