List of Contributions

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 ...

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 ...

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 ...

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, ...