List of Contributions

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 ...

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 ...

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: ...

Kick off 2026 with clarity, confidence, and connection. Start the new year energized, informed, and inspired. Join us Wednesday, January 22, 2026 for a full day of learning, growth, and connection featuring four nationally recognized speakers sharing timely, actionable insights to help you elevate ...

Join us for our Quarterly Educational Meeting on November 13, 2025, at the Handlery Hotel. Back by popular demand, Attorney Kim McGhee returns with an updated program: Uncertainty in Medi-Cal Benefits and its Impact on Investment Strategies for Long Term Care. Learn the latest on Medi-Cal eligibility, ...