Past Meetings

December Education Meeting

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

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

See you in Del Mar for this one! This will be a great meeting!

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Board Meeting

December 12, 2018
10:30 AM - 12:00 PM

SDSU Parma Payne Goodall Alumni Center
5250 55th St,
San Diego, CA 92182

Prior to Education Meeting

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Board Meeting

December 07, 2018
9:00 AM - 5:30 PM

Morgan Run
5690 Cancha De Golf
Rancho Santa Fe, CA 92091
Venue website

Strategic Planning Meeting.

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NexGen - Holiday Happy Hour

December 04, 2018
5:30 PM

Viewpoint Brewing Company
2201 San Dieguito Dr
Del Mar, CA 92014
Venue website

Time to Celebrate the End of the Year!

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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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Women's Initiative Social Mixer

November 14, 2018
4:30 PM - 6:30 PM

Searsucker Del Mar
12995 El Camino Real
Del Mar, CA 92130
Venue website

This is a lively social mixer of women financial professionals who come together to network, collaborate, and have some fun and support each other.

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Board Meeting

November 13, 2018
12:00 PM - 2:00 PM

Krysta's Office
12625 High Bluff Drive
San Diego, CA 92130

San Diego Chapter Board 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 Wedesday, October 17, 2018

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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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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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Symposium / Quarterly Education Meeting

September 19, 2018
8:30 AM - 6:30 PM

SDSU Parma Payne Goodall Alumni Center
5250 55th St. 5250 55th St.
San Diego, CA 92128
Venue website

FPA of San Diego 2018 Symposium

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NexGen - Junior Achievement Volunteer

September 13, 2018
8:00 AM - 2:00 PM

Junior Achievement - Finance Park
4756 Mission Gorge Place, San Diego, CA 92120
San Diego, CA 92120
Venue website

Time to Give Back - Teach Kids about Personal Finance

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NexGen : Round Table - Investment Philosophy

August 22, 2018
6:00 PM - 7:30 PM

EP Wealth Advisors Office
5151 Shoreham Place Suite 270
San Diego, CA 92122
Venue website

Shared Learning - Investment Philosophy

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August Social Mixer

August 02, 2018
5:30 PM - 7:30 PM

Arterra Restaurant & Lounge
11966 El Camino Real
Del Mar, CA 92168
Venue website

FPA of San Diego Mixer - DATE CHANGED

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June Education Meeting

June 13, 2018
12:30 PM - 6:30 PM

SDSU Parma Payne Goodall Alumni Center
5500 Campanile Drive
San Diego, CA 92182
Venue website

June Education Meeting

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June Women's Initiative Meeting

June 06, 2018
4:30 PM - 6:30 PM

Pure Financial
3131 Camino Del Rio North, Suite 1550
San Diego, CA 92108

Educational Meeting about Tax Reform: What you need to know & how clients will be affected

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Board Meeting

May 08, 2018
12:00 PM - 3:00 PM

Krysta's Office
12625 High Bluff Drive
San Diego, CA 92130

Meet at Krysta's Office

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NexGen - Allied Professional Mixer

May 02, 2018
6:00 PM - 8:00 PM

Alesmith Brewing Company
9990 AleSmith Ct
San Diego, CA 92126
Venue website

Invite professionals from other allied industries for a Networking Mixer

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April Social Mixer with Shareholders Service Group

April 19, 2018
5:30 PM - 7:30 PM

Paradise Point Resort & Spa
1404 Vacation Road
San Diego , CA 92109
Venue website

REGISTER TODAY!

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Board Meeting

April 19, 2018
3:30 PM - 5:00 PM

TBD

Prior to Social Gathering

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NexGen - Round Table: FP Deliverable

April 06, 2018
12:00 PM - 1:00 PM

Hoyle Cohen Office
9350 Waxie Way Suite 500
San Diego, CA 92123
Venue website

FP Deliverable - Shared Learning

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March Madness - NexGen/Women's Initiative

March 21, 2018
5:00 PM - 8:00 PM

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

Game Night @ Draft Republic

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Quarterly Education Meeting

March 07, 2018
12:30 PM - 6:30 PM

SDSU Parma Payne Goodall Alumni Center
5500 Campanile Drive
San Diego, CA 92182
Venue website

Quarterly Education Meeting

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Board Meeting

March 07, 2018
10:30 AM - 12:00 PM

SDSU Parma Payne Goodall Alumni Center
5500 Campanile Drive
San Diego, CA 92182
Venue website

Prior to Education Meeting

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NexGen - Junior Achievement Volunteer

February 21, 2018
7:00 AM - 1:00 PM

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

Volunteer- Make a Difference

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Board Meeting

February 13, 2018
12:00 PM - 1:30 PM

Krysta's Office
12625 High Bluff Drive
San Diego, CA 92130

Board Meeting

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January Social Mixer 2018

January 25, 2018
5:30 PM - 7:30 PM

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

Join us to kick off the year with our 2018 January Social Mixer!

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FPA San Diego - Board Meeting

January 25, 2018
4:00 PM - 5:30 PM

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

Board Meeting

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NexGen @ The Gulls Game

January 19, 2018
6:00 PM - 9:00 PM

Bay City Brewery
3760 Hancock St.
San Diego, CA 92110
Venue website

Meet at Bay City Brewery 6pm

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