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!
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
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.
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!
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
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.
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
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
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
NexGen - SoCal Summit
October 13, 2018
9:30 AM - 6:00 PM
CSUF Irvine Center
3 Banting
Irvine, CA 92618
Financial Planning - Soft Skills
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
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
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
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
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
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
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
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
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!
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
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
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
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
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
Board Meeting
February 13, 2018
12:00 PM - 1:30 PM
Krysta's Office
12625 High Bluff Drive
San Diego, CA 92130
Board Meeting
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!
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
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
