EVENTS

We’re Attending

GSAM Economic Perspectives Roadshow

Please join us at the Arterra Restaurant in the Del Mar Marriott for a discussion on the current economic environment and the potential implications on the equity and fixed income markets. This event is exclusively for financial professionals Held at the Arterra...

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CalCPA: San Diego Fall Networking Event

Don't miss the opportunity to take a break between busy seasons at our annual fall networking event. It's no trick! Treat yourself to the "Best BBQ in San Diego" as voted by the readers of the San Diego Magazine at Phil's BBQ Event Center.  Don't miss the...

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CalCPA ABC Night: Attorneys/Bankers/CPAs

Tom Ham's Lighthouse on the bay offers views of the downtown skyline and Coronado Island in the distance, a perfect spot to relax as you mix and mingle with attorneys, bankers, and CPAs.

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Wealth/Stack Conference

This event is exclusively for financial professionals. Investing + tech = the future of advice. This by advisors, for advisors event is the first of its kind, and aims to bridge the gaps between technology, investment management, and practice management....

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Wealth Management Symposium

This event is exclusively for financial professionals CFA Society of San Diego & Financial Planning Association of San Diego are pleased to announce a collaborative Wealth Management Symposium on Wednesday, October 17, 2018. Join us as we welcome Jeffrey...

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9th Annual Inside Alternatives & Asset Allocation

The World’s Largest Alternatives Event for Financial Advisors at the Wynn in Las Vegas, sponsored by Financial Advisor Magazine. I hope to see you there. Keynotes: Charlie Cook, Dennis Gartman, Ed Yardeni, and Mark Yusko. This event is exclusively for financial...

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Download Free eBook

The Millionaire’s Guide to Hiring the Right Financial Advisor

Get the inside scoop from an industry expert. Looking for the best financial advisor for you? What are the right questions to ask when hiring a financial advisor? Is there something more your financial advisor could be doing for you?

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