Local Member Benefits! 

Continuing Education, Audio and Video Teleconferences, Networking Mixers!

  The San Diego Chapter is a Provider Director for the California Department of Insurance. All of our programs offer Continuing Education Credits for the State of California. Many of our seminars also qualify for CLE, CPE, CFP®, ICB and PACE credits.

Some of our Recent Programs Include:
Planning for the Suddenly Wealthy

Advanced Retirement Plan Topics

College Funding and Section 529

The Changing Face of Estate Planning

Managing Your Resources for Income in Retirement

Wealth Transfer

Advanced Disability Planning

Long Term Care Planning

Financial Elder Abuse

Current Outlook for the Financial Markets

10 Top Secrets to Practice Management Success

Current Credentials That Qualify for Membership

ASL®,CEBS®,CFA®, CFP®, ChFC®, CLF®, CLU®, CPA, CPC, CTFA, Enrolled Actuary, Graduate Degree in Financial Services (MS, MSFS, MSM, MBA, PhD), JD (licensed), REBC®, and RHU®.