List of Contributions

Join us for the May 14th Breakfast Meeting at WestPac® Wealth Partners in San Diego. Registration opens at 7:00 AM with breakfast at 7:15 AM. Session 1 (8–9 AM): Cozy Wittman reveals how 529 plans go far beyond college savings — explore superfunding, estate tax reduction, and multigenerational ...

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 ...