The July 2026 Applied Behavioral Economics Knowledge Circle will be held on Wednesday, July 15th at 12 pm ET. Guest speaker Augustus Christensen will be presenting, "Unlocking Your Behavioral Coaching Value at Scale: Stay Visible Without Becoming a Marketer." Augustus will share a practical...
07-15-2026 | 12:00 - 13:00 ET
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 July 2026 FPA Latino Knowledge Circle will be held on Friday, July 17th at 3 pm ET. Join us for a new series where we will get to know different members of the FPA Latino Knowledge Circle community. In July we will be joined by Rich Arzaga.
07-17-2026 | 15:00 - 16:00 ET
The July 2026 Investment Planning Knowledge Circle will be held on Tuesday, July 7th at 2 pm ET. Guest speaker Martin Tischler will be presenting, "Private Credit 101: Navigating the Risks & Rewards for Your Clients." Private credit has grown into a massive $2 trillion market, and client...
07-07-2026 | 14:00 - 15:00 ET
Carl Richards is the keynote at this year's Symposium, and if you know his work, you already know why that matters. If you don't, he's the Behavior Gap guy, the sketch-on-a-napkin guy, and one of the most recognizable voices in financial planning. Carl will lead a one-hour presentation and a...
09-24-2026 | 08:00 - 16:00 PT San Diego CA
The July 2026 Business Success Knowledge Circle will be held on Tuesday, July 14th at 3 pm ET. Guest speaker Rick Kahler will be presenting, "Succession Beyond the Spreadsheet: A Human, Honest, and Transformational Journey." Rick Kahler began succession planning 13 years ahead of schedule,...
07-14-2026 | 15:00 - 16:00 ET
The June 2026 Financial Counseling call with AFCPE and FPA will be held on Thursday, June 18th at 12 pm ET. Guest speaker Jeremy Ko will be presenting, "How Personalized Longevity Estimates Transform Social Security & Retirement Planning." Most retirement plans rely on generic life...
06-18-2026 | 12:00 - 13:00 ET
12-08-2026 | 12:00 - 13:00 CT
11-10-2026 | 12:00 - 13:00 CT
1290 Broadway, Suite 1625Denver, CO 80203
Phone(800) 322-4237
JoinBenefits
About UsCode of Conduct