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Event

Breakfast Meeting at The Handlery

Join us for our Quarterly Educational Meeting on November 13, 2025, at the Handlery Hotel

 11-13-2025 | 07:15 - 09:00 PT
 San Diego CA

Blog Entry

W&F 6/12 community call

Please let us know if you are with us by commenting here.

Event

CFP Members Community Conference Call

Conference dial-in number: (209) 647-1600 Participant access code: 383817 On our first call, here will be our agenda: Welcome/Introductions: 10 minutes Setting Structure and Logistics for Future Calls: 20 minutes CFP Members Topics and Goals - Brainstorming: 30 minutes Adjourn: 1...

 12-09-2011 | 15:00 - 16:00 ET

Event

January Financial Summit

Thank you to our event sponsor, Raymond James Investment Management EFTs, and all of our annual sponsors Event Details & Agenda Registration Opens: 8:15 AM Program: 9:00 AM – 3:30 PM Networking Social Hour: 3:30 – 4:45 PM A continental breakfast (fruit, pastries, coffee, and tea) will be available in the morning

 01-22-2026 | 09:00 - 16:45 PT
 San Diego CA

Blog Entry

Upcoming NexGen Event

WHEN: Wednesday, February 25th, 12:00 - 1:00 pm. Presentation will begin promptly at 12:15 pm

Event

The Secret to Finding Your “Enough”

The June 2026 Women & Finance Knowledge Circle will be held on Thursday, June 11th at 2 pm ET. Guest speaker Manisha Thakor will be presenting, "The Secret to Finding Your “Enough”." In a world that increasingly tells us the answer to virtually any problem that ails us is to do more, have...

 06-11-2026 | 14:00 - 15:00 ET

Event

Accounting for Anxiety

The May Applied Behavioral Economics Knowledge Circle will be held on Thursday, May 28th at 12 pm ET. Guest speaker Naomi Win will be presenting, "Accounting for Anxiety."

 05-28-2026 | 09:00 - 17:00 ET

Event

Understanding Emotions in Neurodivergent Individuals

The May Neurodivergent Planners Knowledge Circle will be held on Wednesday, May 27th at 12:30 PM ET. Guest speaker Christine Hargrave will be presenting, "Understanding Emotions in Neurodivergent Individuals."

 05-27-2026 | 12:30 - 13:30 ET

Event

Unlocking the Hidden Strengths of Your Later Starter Clients

The May 2026 Financial Counseling call with AFCPE and FPA will be held on Thursday, May 21st at 12 pm ET. Guest speakers Jackie Cummings Koski and Bill Yount will be presenting, "Unlocking the Hidden Strengths of Your Later Starter Clients."

 05-21-2026 | 12:00 - 13:00 ET

Event

Save the Date for the December Virtual Member Meeting!

 12-08-2026 | 12:00 - 13:00 CT