FPA of San Diego Annual Symposium 2026

September 24, 2026 · San Diego, CA

The San Diego chapter's annual symposium is a single-day event and the chapter's largest gathering of the year. Chapter symposiums serve a purpose national conferences cannot: a full day of continuing education without travel cost, close enough that a firm can send its whole team and still be back the same evening.

Who attends

CFP professionals and financial planners across San Diego County, including associate advisors, paraplanners and operations staff, plus local vendor partners and chapter sponsors.

What's on the agenda

• Technical planning sessions across tax, retirement and estate

• Investment and economic outlook

• Practice management and local market conditions

• Continuing education credit for CFP professionals

Why the operations conversation happens here first

Chapter events put the people who actually run a firm's day-to-day in the same room as the people who buy its software — a combination national conferences rarely achieve. The conversations that follow tend to be candid about where the week really goes, and it is usually into moving client information between systems that were never designed to share it.

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