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02-12-2026 | 09:00 - 17:00 CT defores WI
The February 2026 Asian-American/Pacific Islanders Knowledge Circle will be held on Thursday, February 19th at 3:30 PM ET. Guest speaker Jeremy Ko will be presenting, "How Personalized Longevity Estimates Transform Social Security & Retirement Planning." Most retirement plans rely on...
02-19-2026 | 15:30 - 16:30 ET
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,...
03-25-2026 | 12:00 - 15:30 PT San Diego CA
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...
01-22-2026 | 09:00 - 16:45 PT San Diego CA
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...
11-13-2025 | 07:15 - 09:00 PT San Diego CA
This is the library for the San Diego Chapter
The August 2024 Business Success Knowledge Circle will be held on Tuesday, August 13th at 3 pm ET. Guest speaker Victor Rohe with MFS will be presenting, "Creating a Platinum Practice." What are top-performing advisors doing to drive business and differentiate themselves? Learn how to...
08-13-2024 | 15:00 - 16:00 ET
Tuesday, September 10, 2024: Chapter Lunch Meeting , 11:30 am – 1:00 pm, Norris Conference Center
09-10-2024 | 09:00 - 09:30 PT
Inflation might be slowing down, but that doesn't mean it's any easier on our clients' wallets. Those living in high-cost states are feeling the pinch of high prices and wondering how to sustain their lifestyle. This is part 2 of my latest blog post where I explore why so many families...
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