Past Meetings

June 25 Virtual CE Lunch and Learn

June 25, 2020
12:00 PM - 1:00 PM

Online: Connection information will be sent before the meeting

Annuities: The Good, the Bad, and The Ugly Truth

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June 18 Virtual CE Lunch and Learn

June 18, 2020
12:00 PM - 1:00 PM

Online: Connection information will be sent before the meeting

Women and Wealth – Retaining Clients through Life Transitions Presenter: Taylor Pluss, CFP®

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NexGen Trivia Happy Hour (Virtual)

June 17, 2020
5:00 PM - 6:00 PM

Online

Join us Wednesday, 6/17, for our first NexGen Trivia Happy Hour!

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June 11 Lunch and Learn for CE

June 11, 2020
12:00 PM - 1:30 PM

Online: Connection information will be sent before the meeting

Updating Your Clients’ Estate Plan in 2020 by Paul Cheverton, Esq.

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FPA Board Meeting

June 09, 2020
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 4 noon Lunch and Learn

June 04, 2020
12:00 PM - 1:00 PM

Online: Connection information will be sent before the meeting

Investing in the Legal U.S. Cannabis Market with Jordan Youkilis of KEY Investment Partners

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May 21 Virtual Lunch-and-Learn with Lynn O'Shaughnessy

May 21, 2020
12:00 PM - 1:00 PM

Online: Connection information will be sent before the meeting

Highly Effective College Strategies That You Can Use With Your Clients With Teenagers

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Registration closed. May 14 Virtual Happy Hour

May 14, 2020
5:00 PM - 6:30 PM

Online: Connection information will be sent before the meeting

Join us on May 14th at 5 pm for our first Virtual Happy Hour!

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Registration closed. May 14 Virtual Lunch-and-Learn with Alan Clopine, CPA, AIF®

May 14, 2020
12:00 PM - 1:00 PM

Online: Connection information will be sent before the meeting

This presentation will discuss an overview of the SECURE Act as well as other tax changes that affect clients in 2020 and beyond.

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Canceled: Quarterly Education Meeting - Now via Webinar Series

May 14, 2020
11:30 AM - 6:00 PM

Del Mar Hilton
15575 Jimmy Durante Blvd
Del Mar, CA 92014
Venue website

Check out the Webinar series on the events page!

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FPA Board Meeting

May 14, 2020
10:00 AM - 11:30 AM

Del Mar Hilton
15575 Jimmy Durante Blvd
Del Mar, CA 92014
Venue website

All members are welcome

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May 8 - COVID -19 Pro Bono Day – VOLUNTEERS NEEDED!

May 08, 2020
8:00 AM - 12:00 PM

From your own office via Phone or Online

During this day, we are looking for advisors to volunteer part of their day to offer pro bono services to those individuals impacted by the COVID-19 virus.

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NexGen - Virtual Lunch & Learn

May 07, 2020
12:00 PM - 1:00 PM

Online

Join us Thursday, May 7th, from 12:00pm to 1:00pm for a virtual webinar on CalSavers.

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April 29 Virtual CE Lunch-and-Learn Registration Closed

April 29, 2020
12:00 PM - 1:00 PM

Online: Connection information will be sent before the meeting

Guide to the Housing, Financial & Mortgage Markets. A Corona-Crisis Special Webinar

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April 22 Virtual CE Lunch-and-Learn

April 22, 2020
12:00 PM - 1:00 PM

Online: Connection information will be sent before the meeting

Preparing for the Rebound: Managing Sequence of Returns Risk With Home Equity

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NexGen Happy Hour

April 21, 2020
5:30 PM - 7:30 PM

Online

Join us for virtual Happy Hour with NexGen planners!

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Registration Closed: April 15 Virtual CE Lunch-and-Learn

April 15, 2020
12:00 PM - 1:00 PM

Online: Connection information will be sent before the meeting

April 15, 2020 at 12:00 noon to 1:00 pm (Pacific time) “Medicare Made Clear” presented by Diane Gaswirth of UnitedHealthcare

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FPA Board Meeting

April 14, 2020
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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Virtual Lunch & Learn: Investment Themes for Q2

April 08, 2020
12:30 PM - 1:15 PM

Online

FPA of San Diego announces its first virtual lunch-and-learn seminar! Wednesday, April 8, 2020, 12:30 pm to 1:15 pm (Pacific time) “Investment Themes Q2 – 2020”

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Canceled: FPA of San Diego and Junior Achievements present JA Finance Park with Saint Charles Borromeo Academy

April 07, 2020
8:00 AM - 1:30 PM

JA BizTown - Junior Achievement of San Diego
4756 Mission Gorge Pl
San Diego, CA 92120

Canceled: Give back by volunteering with Middle School and High School students where they are taught personal finance curriculum in class that culminates in a visit to our Mission Fed JA Finance Park facility in Mission Valley.

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2020 March Madness - NexGen/Women's (POSTPONED)

March 24, 2020
5:00 PM - 8:00 PM

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

Postponed. No new date determined at this time. Sorry!

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FPA Board Meeting (Date change from 3/10)

March 18, 2020
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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California State Advocacy Events

March 10, 2020
8:00 AM - 7:00 PM

Sacramento - State Capitol

Catherine Magana is our Advocacy Chair, so for more information on helping out you can contact her (see Board of Directors information).

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CFP Board March 4

March 04, 2020
5:00 PM - 7:00 PM

Marriott Marquis San Diego
333 W Harbor Dr
San Diego, CA 92101

This free, town hall-style event is part of the CFP® Certificant Connections 2020 regional meeting series, held at locations across the US. The event provides an opportunity for CFP® professionals and other CFP Board stakeholders to engage.

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NexGen/SDSU FPA Social Mixer

February 27, 2020
6:30 PM - 8:30 PM

SDSU Aztec Lanes
6075 Aztec Cir Dr
San Diego, CA 92182
Venue website

Join us for our first annual NexGen/SDSU FPA Social Mixer at Aztec Lanes!

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The T3 Technology Conference in San Diego! $75 Discount for FPA members

February 17, 2020 8:00 AM to February 20, 2020 5:00 PM

Marriott Marquis San Diego Marina
333 W Harbor Dr,
San Diego, CA 92101

Discount! The T3 Advisor Conference is the leading practice management and technology conference for independent and hybrid financial advisors. Produced by Joel Bruckenstein and friends on an annual basis.

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February 13 Quarterly Educational Meeting

February 13, 2020
11:30 AM - 6:30 PM

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

Excellent speakers and material. Earn 3.5 hours of Continuing Education credit!

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FPA Board Meeting

February 13, 2020
10:00 AM - 11:30 AM

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

All members are welcome...

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FPA Southwest Regional Conference

January 24, 2020 5:00 PM to January 26, 2020 12:00 PM

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

Registration open for the Conference

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Women Advisors Business Luncheon

January 24, 2020
10:30 AM - 2:00 PM

LPL Financial's San Diego Home Office
4707 Executive Drive
San Diego, CA 92122

Exchange best practices with other successful women from Southern California

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NexGen - Webinar Lunch & Learn - Goals for Your Next Decade Forward this to those in your firm who might be interested!

January 23, 2020
12:00 PM - 1:00 PM

Webinar - Zoom Meeting

Join us for our first NexGen webinar of 2020! We will be kicking off this year by discussing & setting goals to move your career further and faster in the new decade!

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FPA Board Meeting

January 14, 2020
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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Jan 9. North County Free CE Lunch

January 09, 2020
11:45 AM - 1:45 PM

Carlsbad City Library
1775 Dove Ln
Carlsbad, CA 92011
Venue website

Program: 1. Medicare and 2. Life Settlements: Two insurance topics that CFP® Professionals and all insurance advisors must know about, but likely are not actively planning for. Two Hours of CE for both CFP® and Insurance License.

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