The Financial Planning Association of San Diego
FPA San Diego Membership

 

Register for Events

Meeting and event information is announced in FPA Monthly Newsletters and Blast E-Mails.

All meeting and event invitations are emailed, so if you wish to receive these communications, please send your email address to michele@fpasandiego.org.  If you have questions or need more information, please call Michele McDougal, FPA Events Coordinator, at 619-696-7076.

 

Quarterly Meetings & Upcoming Events

Quarterly Meeting

Wednesday, September 8, 2010

New Member Orientation: 10:30 AM - 11:00 AM Bonus Career Planning Session: 11:00 AM - 11:50 AM Event Registration: 10:15 AM - 12:30 PM Meeting: 12:30 PM - 4:15 PM

University of San Diego -
Kroc Institute for Peace & Justice

5998 Alcalá Park, San Diego CA 92110

To register for our upcoming event
in September, please click here



Symposium

November 3 , 2010

• Ed Slott, IRA Expert, Author.

• Stephanie Bogan, President, Quantuvis Consulting: business strategist and columnist for Financial Planning magazine.

• Panel of Experts: “Collaborating with other Advisors; Advantages and Disadvantages”

• CFP Ethics Training!

• Panel of Experts: “Sole Practitioner vs. Ensemble Models”

• Roundtable Discussions!

• Raffles, Cocktails, Networking with your Peers!

University of San Diego -
Kroc Institute for Peace & Justice

5998 Alcalá Park, San Diego CA 92110

Upcoming 2010 Quarterly Meetings

Dec 8, 2010

New Member Orientation: 8:30 AM
Registration: 9:30 - 10:00 AM
Meeting & Lunch: 10:00 AM - 3:00 PM

University of San Diego -
Kroc Institute for Peace & Justice

5998 Alcalá Park, San Diego CA 92110

 

Please save these dates on your calendar.
For more information, call Michele McDougal, FPA Events Coordinator, at 619-696-7076.

Financial Planning Association of San Diego --- P.O. Box Number 880936, San Diego, CA 92168 --- Tel: (619) 504-0142