7th Annual Wealth Management Symposium w/ CFA Society SD

When:  Mar 25, 2026 from 12:00 to 15:30 (PT)
Associated with  San Diego

Event Description

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.

Event Location

SD Tech Alexandria
9605 Scranton Road
Santana conference (room subject to change)
San Diego, CA 92121

Event Contact

Lorin Silva

[email protected]