List of Contributions

Join us for a fun and engaging afternoon of golf and networking at Oaks North Golf Course! This collaborative event brings together members of FPA San Diego and CFA Society San Diego for a relaxed round of Scramble Format golf, meaningful connections, and plenty of camaraderie Whether you’re an ...

Let’s PAR-TEE! Join us for a fun and relaxing afternoon at the Del Mar Golf Center driving range. Designed for both golfers and non-golfers! The TopTracer Range technology gives you instant shot replays and stats right on your bay screen, helping you see the impact of your swing in real time. ...

Carl Richards is the keynote at this year's Symposium, and if you know his work, you already know why that matters. If you don't, he's the Behavior Gap guy, the sketch-on-a-napkin guy, and one of the most recognizable voices in financial planning. Carl will lead a one-hour presentation and a 90-minute ...

Details to be announced. Check back soon!

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 ...