The November FPA Latino Knowledge Circle will be held on Friday, November 21st at 3 pm ET. Join us for the first of a new series where we will get to know different members of the FPA Latino Knowledge Circle community. Our first guest will be Maria Castillo Dominguez, former host for the...
11-21-2025 | 15:00 - 16:00 ET
Join FPA NexGen on Dec 11 at 5 PM at AleSmith Brewing Co. for our Year-End Party! Celebrate the close of 2025 with craft beer, great company, and meaningful connections. Whether you’re new to the profession or a familiar face, this casual evening is the perfect way to toast the year and...
12-11-2025 | 17:00 - 19:00 PT San Deigo CA
Get ready for a fun night out with the FPA NexGen group at the San Diego Gulls game on Wednesday, November 19th at 7:00 PM as they face off against the San Jose Barracudas! This is a fantastic opportunity to network, relax, and enjoy the game with fellow FPA members. Feel free to...
11-19-2025 | 19:00 - 22:00 PT San Diego CA
The November 2025 Applied Behavioral Economics Knowledge Circle will be held on Friday, November 21st at 12 pm ET. Gues speaker Dr. Charles Chaffin will be presenting, "Behavioral Economics Roundtable: The Psychology of Goals & Purpose." Join us for an engaging session with Dr. Charles...
11-21-2025 | 12:00 - 13:00 ET
Join us for a full day of transformative learning, networking, and practical insights at the 2026 Financial Planning Summit on January 22, 2026. This year’s Summit brings together some of the most respected names in the financial planning profession to help you sharpen your skills,...
01-22-2026 | 08:15 - 15:30 PT San Diego CA
Join us for an exciting evening of connection, collaboration, and cocktails at the FPA Women's Initiative Happy Hour! Whether you're looking to expand your professional network, catch up with fellow financial planning professionals, or simply enjoy a beautiful evening with great people, this...
12-03-2025 | 15:30 - 17:30 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
1290 Broadway, Suite 1625Denver, CO 80203
Phone(800) 322-4237
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