Events Calendar

Upcoming Events List


  • July NexGen Social Hour

    Jul 23, 17:30 - 19:30 (PT)
    Join us for an evening of networking, connection, and community at the July NexGen Social Hour! This casual gathering brings together younger financial planners to share ideas, support each other’s growth, and build lasting professional relationships. Enjoy craft brews, great conversation, and the chance to connect with peers who understand the unique challenges and opportunities in our field.

  • 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 - 17:30 (PT)

    The Annual Symposium is back, and this year we're at a new venue, WestPac Wealth Partners, conveniently located right off the I-5 and I-805 for easy access from North County and beyond.

    Join us for a full day of practical education, peer connection, and up to 5.5 CE hours (pending CFP Board approval), capped off with a happy hour.

    Speaker Lineup

    Carl Richards, CFP will keynote and lead an afternoon workshop. Carl is the creator of the Sketch Guy column and one of the most distinctive voices in financial planning on simplifying complexity and communicating value to clients. The first 100 registrants receive a signed copy of his newest book, Your Money: Reimagining Wealth in 101 Simple Sketches.

    Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP presents Trump Accounts (§530A Accounts): a practical look at the new tax-deferred savings accounts added by the One Big Beautiful Bill Act, including account features, contribution rules, tax treatment, and how they compare to 529 plans, UTMA accounts, and Roth IRAs for children.

    Valerie Bath, founder of the Global Coach Center and Cultural Business Consulting, presents Human Advice in an AI World: how AI can enhance efficiency and personalization while strengthening the judgment, empathy, and trust that clients value most.

    Tim Mahedy, CEO and Chief Economist at Access/Macro, presents his 2027 Economic Outlook (title subject to change).

    Early bird pricing runs through August 24. Members $90 / Guests $120.

  • 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