The San Diego Chapter of the Society of Financial Service Professionals announces its Top Ten Focus Items!

  • Capitalizing on the collective experience of silverbacks and senior statesmen to provide mentoring opportunities
  • Being an elite, credentialed organization
  • Life insurance
  • Exposure to new ideas
  • Language and tools to prepare for the unknown
  • Sharing advanced, appropriate strategies
  • Shedding light on problematic strategies and having the wisdom to know the difference
  • Quiet confidence and focus
  • Partnering with managers to complement complex training issues
  • Partnering with attorneys and accountants to increase revenue for all involved

Upcoming Events

Feb 21

February 21 Meeting

Cybersecurity for the Financial Advisor: Protecting Your Office

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Mar 29

March Meeting

Effects of the New Tax Law

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May 16

May Meeting

Charitable Planning

Register Now