Events Calendar

Upcoming Events List


  • Spring Mixer w/ EPCSD & PASD

    Apr 21, 17:00 - 18:30 (PT)

  • April NexGen Social Hour

    Apr 23, 17:30 - 19:30 (PT)

  • May 14th Breakfast Meeting with Cozy Wittman

    May 14, 07:00 - 10:00 (PT)

    Join us for the May 14th Breakfast Meeting at WestPac® Wealth Partners in San Diego! Registration at 7:00 AM | Breakfast at 7:15 AM


    Session 1 (8–9 AM): Cozy Wittman on OBBBA — new loan rules, expanded 529s, and financial aid changes.


    Bonus Session 2 (9:10–10 AM): Marzena Nelson & Heath Polzer on 529 plans — superfunding, estate tax reduction, and multigenerational wealth strategies.


    Note: Breakfast not included for Session 2 only attendees.


    Thank you to our sponsor, The Job Huntr!

  • 12th Pickleball Social

    May 18, 16:45 - 19:00 (PT)

  • Women's Initiative Happy Hour

    May 21, 16:00 - 18:00 (PT)

  • Women's Initiative Luncheon

    Jun 16, 11:30 - 13:30 (PT)

    The FPA San Diego Women's Initiative is hosting a luncheon — and everyone is welcome.

    Join us for an afternoon of meaningful conversation and connection, celebrating the women shaping our profession alongside the colleagues, allies, and supporters who make this community strong.

    Topic and venue details coming soon. Stay tuned — we can't wait to share what we have in store.

    All are welcome — women in financial planning, allies, colleagues, and supporters.

  • 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

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