Past Meetings

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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