Events Calendar

Upcoming Events List


  • Women's Initiative Happy Hour

    Feb 11, 16:00 - 18:00 (PT)

    Join us for an exciting evening of connection, collaboration, and cocktails at the FPA Women's Initiative Happy Hour! Whether you're looking to expand your professional network, catch up with fellow financial planning professionals, or simply enjoy a beautiful evening with great people, this event is for YOU!

  • Women's Initiative Luncheon

    Mar 12, 11:30 - 13:30 (PT)

    Join us for a relaxed Women’s Initiative Luncheon focused on connection and conversation around college planning. Enjoy lunch with like-minded women and men as we share perspectives, ask questions, and explore ideas related to preparing for the college journey. Whether you’re just starting to think ahead or already in the process, this is an opportunity to connect, learn, and be part of the discussion.

  • 7th Annual Wealth Management Symposium w/ CFA Society SD

    Mar 25, 12:00 - 15:30 (PT)
    CFA Society San Diego and FPA San Diego invite you to the 7th Annual Wealth Management Symposium on March 25th. Hear Dr. David Blanchett present Deconstructing the Retirement Liability and explore how spending patterns shape portfolio decisions. Join Chris Fasciano for Fundamentals Drive the Long-Term: A Look at the Economy, Federal Reserve, and Equity Markets. Connect with peers and gain insights your clients need now. Lunch will be served at noon and social hour will follow the presentations.

Past Events

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