Events Calendar

Upcoming Events List


  • Del Mar Driving Range Social

    Sep 9, 16:00 - 19:00 (PT)

    Let’s PAR-TEE!

    Join us for a fun and relaxing afternoon at the Del Mar Golf Center driving range. Designed for both golfers and non-golfers!

    The TopTracer Range technology gives you instant shot replays and stats right on your bay screen, helping you see the impact of your swing in real time. Plus, our very own golf pro will be there to offer swing tips and guidance!

    Equipment is provided. Wear athletic clothes and sneakers, and don’t forget water, a hat, and sunscreen.

  • 2026 Annual Symposium

    Sep 24, 08:00 - 16:00 (PT)

    Carl Richards is the keynote at this year's Symposium, and if you know his work, you already know why that matters. If you don't, he's the Behavior Gap guy, the sketch-on-a-napkin guy, and one of the most recognizable voices in financial planning.

    Carl will lead a one-hour presentation and a 90-minute workshop, both built around his newest book, Your Money: Reimagining Wealth in 101 Simple Sketches. CE credit will be available for both sessions. The first 100 registrants will receive a copy of the book, and Carl will be signing them at the event.

    Additional speakers will be announced as the program comes together.

    Registration details and pricing are coming soon. Mark your calendar now, and reach out to [email protected] with any questions in the meantime.

  • Golf Tournament

    Oct 22, 12:15 - 18:30 (PT)

    Join us for a fun and engaging afternoon of golf and networking at Oaks North Golf Course! This collaborative event brings together members of FPA San Diego and CFA Society San Diego for a relaxed round of Scramble Format golf, meaningful connections, and plenty of camaraderie 

    Whether you’re an experienced golfer or just looking to enjoy the day outdoors, this is the perfect opportunity to strengthen professional relationships while having some fun.

    Look for more information coming soon!

  • November Breakfast Meeting

    Nov 12, 07:00 - 10:00 (PT)
    Details to be announced. Check back soon!

Past Events

2026

January 22 - January Financial Summit
February 11 - Women's Initiative Happy Hour
February 12 - San Diego NexGen & SDSU FPA Bowling Night
March 12 - Women's Initiative Luncheon
March 25 - 7th Annual Wealth Management Symposium with the CFA Society of San Diego
April 21 - Spring Mixer with EPCSD and PASD
April 23 - April NexGen Social Hour
May 14 - Breakfast Meeting with Cozy Whitman
May 18 - Joint Pickleball with CFA
May 21 - WIN Happy Hour
June 4 - Torrey Pines Hike with NexGen

2025

February 12, 2025 | Happy Hour hosted by the Women's Initiative
February 20, 2025 | FPA NexGen and SDSU Annual Bowling Night
March, 5, 2025 | Financial Planning Summit: Kitces! Finke! Pfau!
March 13, 2025 | WOW Series Happy Hour
March 21, 2025 | Wealth Management Symposium
March 22, 2025 | NexGen Pickleball Picnic
April, 28, 2025 | Pickleball Social
May, 8, 2025 | Chapter Breakfast Meeting
June 26, 2025 | Pro Bono Coaching with Just in Time
August 20, 2025 | Women's Initiative Speaker Panel Hosted by Global Atlantic 
August 28, 2025 | NexGen Social
September 11, 2025 | Annual Symposium
October 9, 2025 | Just in Time October Pro Bono Event
October 23, 2025 | Joint Golf Event with CFA Society and Women in ETFs at Oaks North
October 25, 2025 | FPA NexGen Summit 2025
November 3, 2025 | 11th Pickleball Social
November 13, 2025 | Breakfast Meeting at The Handlery
November 19, 2025 | NexGen Social @SD Gulls Game
December 3, 2025 | Women's Initiative - Happy Hour
December 11, 2025 | NexGen Year-End Party