The August Financial Counseling call with AFCPE and FPA will be held on Thursday, August 20th at 12 pm ET. Guest speaker Mimi Johnson will be presenting, "Your Clients Are Already Using AI. Are You Protected? The Fiduciary-Safe AI Blueprint." Clients now turn to AI for financial guidance...
08-20-2026 | 12:00 - 13:00 ET
Details coming soon!
10-05-2026 | 16:45 - 18:00 PT
The Women's Initiative is heading to the Del Mar races, and you're invited. Come spend an afternoon at the track with the women of FPA San Diego and the colleagues, allies, and supporters who show up for them. Good company, a little friendly betting, and the thrill of the first call to post. All...
08-27-2026 | 13:00 - 17:00 PT
The August 2026 Women & Finance Knowledge Circle will be held on Tuesday, August 11th at 2 pm ET. Join Gretchen Halpin, Co-Founder of Beyond AUM, for an interactive discussion on what it really takes to grow an advisory firm in today's evolving landscape. As traditional marketing gives way...
08-13-2026 | 14:00 - 15:00 ET
The September 2026 PridePlanners Knowledge Circle will be held on Tuesday, September 8th at 12 pm ET. Guest speaker Angela Giampolo will be presenting, "LGBTQ+ Estate Planning." Angela will lead an engaging and practical session focused on the critical role estate planning plays in protecting...
09-15-2026 | 12:00 - 13:00 ET
Join us in Elkhart Lake for 2026 Financial Planning Symposium FPA of Wisconsin is excited to welcome all Wisconsin financial planning and allied professionals to our 2026 Financial Planning Symposium . We are excited to be hosting this year’s Symposium at the Osthoff Resort in Elkhart...
09-29-2026 12:00 - 09-30-2026 15:15 CT Elkhart Lake WI
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...
10-22-2026 | 12:15 - 18:30 PT San Diego CA
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...
09-09-2026 | 16:00 - 19:00 PT Del Mar CA
The Annual Symposium is back, and this year we're at a new venue, WestPac Wealth Partners, conveniently located right off the I-5 and I-805 for easy access from North County and beyond. Join us for a full day of practical education, peer connection, and up to 5.5 CE hours (pending CFP Board...
09-24-2026 | 08:00 - 17:30 PT San Diego CA
12-08-2026 | 12:00 - 13:00 CT
1290 Broadway, Suite 1625Denver, CO 80203
Phone(800) 322-4237
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