Events Calendar

Upcoming Events List


  • Women's Initiative - Happy Hour

    Dec 3, 15:30 - 17:30 (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!

  • NexGen Year-End Party

    Dec 11, 17:00 - 19:00 (PT)

    Join FPA NexGen on Dec 11 at 5 PM at AleSmith Brewing Co. for our Year-End Party! Celebrate the close of 2025 with craft beer, great company, and meaningful connections.

    Whether you’re new to the profession or a familiar face, this casual evening is the perfect way to toast the year and connect with fellow NexGen members.

  • January Financial Summit

    Jan 22, 08:15 - 15:30 (PT)
    Join us for a full day of transformative learning, networking, and practical insights at the 2026 Financial Planning Summit on January 22, 2026.
    This year’s Summit brings together some of the most respected names in the financial planning profession to help you sharpen your skills, strengthen client relationships, and stay ahead of industry changes. Through engaging sessions and expert-led discussions, you’ll walk away equipped with strategies to elevate your practice in 2026 and beyond.
    Location

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

    Mar 25, 12:00 - 15:30 (PT)
    CFA Society San Diego & Financial Planning Association San Diego invite you to attend their 7th Annual Wealth Management Symposium, at the Alexandria Tech Center on Wednesday, March 25th from 12-2:30pm.
    If you are an asset allocator or advisor in wealth management or at a family office, this event is for you! Learn how experts and your peers are addressing questions about markets and wealth planning that you and your clients are asking now.

Past Events

2024

February 8, 2024 | Breakfast Chapter Meeting | Green Dragon
March 20, 2024 | March Madness Extravaganza | Division 23 Brewing
April 17, 2024 |  Pickleball Social with CFA Society | San Diego Mission Bay Resort
April 23, 2024 | Joint meeting with CFA Society | Farmer and the Seahorse
May 16, 2024 | NexGen Social 
May 21, 2024 | Pro Bono w/Junior Achievements 
May 21, 2024 | WOW Series | Happy Hour
May 23, 2024 | Breakfast Chapter Meeting | the Handlery
June 5, 2024 | WOW Series | Navigating Aging with Confidence
June 27, 2024 | NexGen Hike
July 10, 2024 | WOW Series | Coffee Connect
July 18, 2024 | Golf Tournament | Del Mar driving range 
July 25, 2024 | NexGen Social
August 14, 2024 | WOW Series | Happy Hour
August 26, 2024 | Pickleball Social with CFA Society
September 18, 2024 | WOW Series | Panel on Succession Planning
September 12, 2024 | Social Mixer | Solterra
October 8, 2024 | Chapter Symposium | SDSU Alumni Center
October 23, 2024 | WOW Series | Coffee Connect
October 30, 2024 | Joint Golf Event with CFA Society and Women in ETF | Oaks North
November 7, 2024 | Breakfast Chapter Meeting | Green Dragon
November 13, 2024 | WOW Series | Happy Hour
November 20, ,2024 | NexGen Game Night 
December 4, 2024 | WOW Series | Holiday Special
December 10, 2024 | Junior Achievements - Pro Bono