Past Meetings

Women's Initiative Event - Three Perspectives on Starting and Growing Your Practice

November 20, 2019
4:00 PM - 6:00 PM

Beta Wealth Group
11421 West Bernard Court
San Diego, CA 92127

Three Panelists, Three Paths, Three Perspectives on Starting and Growing Your Practice

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CFA/FPA of San Diego Annual Joint Educational and Social Event

November 12, 2019
3:30 PM - 7:00 PM

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

Registration now open! Join in on the education and fun at the annual joint meeting of the FPA Chpater and the CFA Society. Great speakers followed by a social hour.

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Board of Directors Meeting

November 12, 2019
1:30 PM - 3:00 PM

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

All members are welcome...

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KNECT365 Inside Fixed Income

November 12, 2019 8:00 AM to November 13, 2019 12:00 PM

Manchester Grand Hyatt
1 Market Place
San Diego, CA 92101
Venue website

The San Diego Chapter of the Financial Planning Association is pleased to be a local supporting organization for KNECT365 - Inside Fixed Income

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NexGen - Junior Achievement Volunteer

October 25, 2019
8:45 AM - 2:30 PM

JA Finance Park - Junior Achievement of San Diego
4756 Mission Gorge Pl
San Diego, CA 92120
Venue website

Come volunteer at JA Finance Park. JA Finance Park is a high-tech learning center that helps students imagine their future. As a volunteer, you will mentor students to learn how to make intelligent financial decisions that will last a lifetime. 

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Pro Bono Week - Volunteers needed!

October 20, 2019 12:00 AM to October 26, 2019 12:00 AM

TBD

Save this week 10/20-26 Events, Times, Locations TBD - but let us know if you are interested!

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FPA National Educational Conference

October 16, 2019 12:00 AM to October 19, 2019 12:00 AM

Minneapolis

All members are welcome...

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NexGen SOCAL SUMMIT - 2019

October 12, 2019
10:00 AM - 4:00 PM

Cal State Fullerton
3 Banting (Room MPR 123/124)
Irvine, CA 92618

Join us for the 5th Annual SoCal Summit. NexGen chapters from Southern California come together for a day of shared learning and networking. Growth Mindset: Keys to Professional and Business Development

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Board of Directors Meeting

October 08, 2019
12:00 PM - 1:30 PM

Hacienda Del Mar Conference Room at Entrance
12625 High Bluff Drive
San Diego, CA 92130

All members are welcome...

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San Diego FPA Annual Educational Symposium

September 18, 2019
7:00 AM - 6:30 PM

SDSU Alumni Center (Park in Garage #7)
5250 55th St
San Diego, CA 92182

Registration open. Great speakers and 4 hours of CE plus optional 2 hours of Ethics CE!

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FPA Advocacy Week is September 17-21

September 17, 2019 12:00 AM to September 21, 2019 12:00 AM

Sacramento

Save this week on your calendar to meet with those people making political decisions about your professions.

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Women's Initiative Summer Wine Social

September 11, 2019
4:00 PM - 6:00 PM

The WineSellar and Brasserie
9550 Waples Street, Suite 115
San Diego, CA 92121

Don't miss the Women's Initiative signature social event of the year!

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NEXGEN - Webinar Lunch & Learn - Your Most Important Client Conversation

September 11, 2019
12:00 PM - 1:00 PM

Webinar - Go to Meeting

Join us to learn how to create a powerful decision-making framework based on your client’s own values and priorities. Amy Mullen, Vice President of Money Quotient will be leading NexGen San Diego's very first Webinar Lunch

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Board of Directors Meeting

September 10, 2019
10:30 AM - 11:30 AM

Hacienda Del Mar Conference Room at Entrance
12625 High Bluff Drive
San Diego, CA 92130

All members are welcome...

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August Board Meeting

August 13, 2019
12:00 PM - 1:30 PM

Hacienda Del Mar Conference Room at Entrance
12625 High Bluff Drive
San Diego, CA 92130

All members are welcome...

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NexGen - Allied Professional Mixer

August 01, 2019
5:30 PM - 8:00 PM

Saint Archer Brewing Co.
9550 Distribution Ave
San Diego, CA 92121
Venue website

Come build your network of personal-finance professionals

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Registration Open! 7/24 FPA Summer Social Mixer at Arterra in Del Mar at the Marriott

July 24, 2019
5:30 PM - 7:30 PM

San Diego Marriott Del Mar (Arterra Restaurant Patio)
11966 El Camino Real
San Diego, CA 92130
Venue website

Join us Wednesday, July 24th from 5:30pm to 7:30pm as we kick off 2019 with our Summer Social Mixer. Enjoy a selection of (we will let you know!) beers on tap! We will provide a selection of appetizers and a friendly environment for you to catch up with l

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Board of Directors Meeting

July 09, 2019
12:00 PM - 1:30 PM

Hacienda Del Mar Conference Room at Entrance
12625 High Bluff Drive
San Diego, CA 92130

All members are welcome...

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June 12 in Del Mar: FPA Quarterly Education Meeting 3.5 hours of CE

June 12, 2019
12:30 PM - 6:30 PM

San Diego Marriott Del Mar
11966 El Camino Real
San Diego, CA 92130
Venue website

Speaker: Amy Florian, CEO of Corgenius, Advising Clients through the Toughest Times of Life. Leslie Klein, CFP®, AEP®, Make A Difference with DAF’s... , and Phillip L. Jelsma – Partner at CGS3, Opportunity Zones – How They Work...

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Board of Directors Meeting

June 12, 2019
10:30 AM - 11:30 AM

San Diego Marriott Del Mar
11966 El Camino Real
San Diego, CA 92130
Venue website

All members are welcome...

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Women's Initiative - Communicate with Confidence and Credibility Workshop

June 05, 2019
4:00 PM - 6:00 PM

Gurtin Municipal Bond Management
440 Stevens Avenue, Suite 260
Solana Beach , CA 92075

Learn to communicate with credibility and confidence.

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NexGen - Lunch & Learn with CE // First Time Home Buyer Mortgage Planning Case Studies

May 30, 2019
12:00 PM - 1:00 PM

HoyleCohen
9350 Waxie Way, Suite 500
San Diego , CA 92123

Join us to examine how proper mortgage planning can help help first time home buyer clients make smarter choices AND earn CE Credits

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Board of Directors Meeting

May 14, 2019
12:00 PM - 1:30 PM

Hacienda Del Mar Conference Room at Entrance
12625 High Bluff Drive
San Diego, CA 92130

All members are welcome...

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Educational Breakfast Meeting

May 10, 2019
7:30 AM - 10:00 AM

Green Dragon Tavern and Museum
6115 Paseo Del Norte
Carlsbad, CA 92011
Venue website

Changing the Approach to College Funding Advice (60 minutes, CFP CE approved)

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FPA 2019 National Retreat in La Jolla

May 06, 2019 12:00 AM to May 09, 2019 12:00 AM

La Jolla

One needs only to speak with past attendees for a few moments to recognize that they view FPA Retreat as a genuinely unique experience in the world of professional events.

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Board of Directors Meeting

April 24, 2019
12:00 PM - 1:30 PM

Hacienda Del Mar Conference Room at Entrance
12625 High Bluff Drive
San Diego, CA 92130

All members are welcome...

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Quarterly Education Meeting March 27

March 27, 2019
12:30 PM - 6:30 PM

SDSU Alumni Center (Park in Garage #7)
5250 55th St
San Diego, CA 92182

A great program is lined up!

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Board of Directors Meeting

March 27, 2019
10:30 AM - 11:30 AM

SDSU Alumni Center (Park in Garage #5)
5250 55th St
San Diego, CA 92182

All members are welcome...

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2019 March Madness - NexGen/Women's Initiative 3/26

March 26, 2019
5:00 PM - 8:00 PM

Draft Republic
4282 Esplanade Court
San Diego, CA 92122
Venue website

Join us for the Second Annual "Friendly Competition" as members of San Diego NexGen will combine forces with the Women's Initiative to play games of skill and athleticism.

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NexGen - Lunch & Learn // Student Loans and Options for Refinancing

January 29, 2019
12:00 PM - 1:00 PM

HoyleCohen
9350 Waxie Way, Suite 500
San Diego , CA 92123

Come be a part of the first NexGen meeting of 2019! We will be discussing the current landscape of student loans and options for refinancing. Derek Lau, from First Republic Bank, will be join us. Come learn, enjoy lunch and meet other NexGen members!

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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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