May 13 Weekly Announcement Print

Calendar of Events

UPCOMING EVENTS FOR THE SAN DIEGO CHAPTER OF THE FINANCIAL PLANNING ASSOCIATION

SUMMARY (Details and Registration Pages here)

5/30 NEXGEN - LUNCH & LEARN WITH CE // FIRST TIME HOME BUYER MORTGAGE PLANNING CASE STUDIES

6/05 WOMEN'S INITIATIVE - COMMUNICATE WITH CONFIDENCE AND CREDIBILITY WORKSHOP

6/12 FPA QUARTERLY EDUCATION MEETING: DEL MAR MARRIOTT - 3 HOURS OF CE

Speaker Name: Amy Florian, CEO OF Corgenius  Title of Presentation: Advising Clients Through the Toughest Times of Life

You know what to do with money. How many times do you wonder what to say to the client? When clients cope with death, divorce, retirement, empty nest, or other life transitions, what you say and do in the office has more influence on your client relationship than your financial savvy ever did.

Speaker Name
: Phillip L. Jelsma – Partner at CGS3 Title of Presentation: Opportunity Zones – How They Work and Importance Considerations

Opportunity Zones were created under the 2017 Tax Law and is designed to encourage investment in distressed communities by providing tax incentives to invest in qualified opportunity funds. Phil Jelsma is a leading attorney in San Diego who focuses on business planning with an emphasis on real estate. Phil will help explain what these Opportunity Zones are and how individuals and business can potentially benefit from this program.

Speaker Name: Leslie Klein, CFP®, AEP® Title of Presentation: Make A Difference with DAF’s - For Your Clients, Your Business, and the World 

Leslie Klein is Director, Gift Planning Advisor, for The San Diego Foundation.  She will discuss philanthropic financial planning and how a donor advised fund can help accomplish your clients’ goals.

7/30 NEXGEN - ALLIED PROFESSIONAL MIXER

9/18 FPA ANNUAL EDUCATIONAL SYMPOSIUM

10/16 FPA NATIONAL EDUCATIONAL CONFERENCE

11/06 CFA/FPA OF SAN DIEGO ANNUAL JOINT EDUCATIONAL AND SOCIAL EVENT

12/11 FPA QUARTERLY CONTINUING EDUCATION MEETING

BOARD OF DIRECTORS MEETINGS: 5/14, 6/12, 7/09, 9/18, 10/08, 11/13, 12/11  



DETAILS

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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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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JUNE 12 FPA QUARTERLY EDUCATION MEETING: REGISTRATION NOW OPEN

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

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

First Speaker Announced: Amy Florian, CEO of Corgenius

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NEXGEN - ALLIED PROFESSIONAL MIXER

July 30, 2019
5:30 PM - 8:00 PM

Ballast Point
9045 Carroll Way
San Diego, CA 92121
Venue website

Come build your network of personal-finance professionals

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SAN DIEGO FPA ANNUAL EDUCATIONAL SYMPOSIUM

September 18, 2019
8:30 AM - 6:30 PM

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

Save the Date! First Speaker announced!

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SOCAL NEXGEN GATHERING

October 01, 2019 12:00 AM to October 31, 2019 12:00 AM

TBD 

Date, time, place and topic To Be Determined... watch for the email announcement

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PRO BONO DAY - VOLUNTEERS NEEDED!

October 03, 2019 12:00 AM to October 10, 2019 12:00 AM

TBD 

Save this week: Dates, 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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CFA/FPA OF SAN DIEGO ANNUAL JOINT EDUCATIONAL AND SOCIAL EVENT

November 06, 2019
12:30 PM - 6:30 PM

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

Speaker information now available! Join in on the education and fun at the annual joing meeting of the FPA and the CFA Society. Great speakers followed by a social hour. Registration with pricing not yet open.  Watch for the announcement in your email!

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QUARTERLY CONTINUING EDUCATION MEETING

December 11, 2019
12:30 PM - 6:30 PM

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

Save the Date! Program TBD: Watch for the email announcement

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