Hybrid event

FPA of San Diego 2021 Symposium

San Diego Marriott Del Mar

5 hours of CFP CE.

You have the option to attend in-person or virtually.  (Same price for either one.)

If attending in-person, please arrive before 8:00 am.  Program begins at 8:00 am sharp.


  • 7:15am – 4:00pm - Registration
  • 8:00am – 8:15am  -  Welcome & Announcements, Mark Halby, FPA San Diego Board President
  • 8:15am- 9:15am - “Life Happens: Prepare Your Clients and Their Families, Build Loyalty and Intergenerational  Reach, and Protect Yourself” - Amy Florian, CEO, Corgenius (1 CE approved)
  • 9:45am to 10:45am - "Rethinking Monte Carlo Results for Better Client Conversations" -  Dr. Derek Tharp, Kitces.com  (1 CE approved)
  • 11:00am to 12:00pm - Medicare “Must-Knows” for Financial Planners  and their Clients” -  Diane GaswirthSales Director and Lauren Rabe, Market Sales Manager, UnitedHealthcare (1 CE Approved)
  • 12:00pm to 1:00pm  - Lunch
  • 1:00pm to 2:00pm  - "Navigating the College Funding Maze &  Helping Families Cut the Cost of Higher Education"  -  Joe Messinger, CFP®, ChFC, CLU, Co-founder & Director of College Planning, Capstone Wealth Partners  (1 CE approved)
  • 2:30pm to 3:30pm  -  "Guide to Retirement" - Katherine Roy, J.P. Morgan, Managing Director of J.P. Morgan Asset Management and Chief Retirement Strategist of J.P. Morgan Funds (1 CE approved)
  • 3:30pm to 3:45pm -  Wrap-up of the Day, Mark Halby, FPA President
  • 3:45pm-5:45pm  -  Social hour
General Financial Planning Principles
Career stage
Learning / Aspiring