Upcoming Workshops

Don’t miss out on our Smart With Your Money Financial Opportunity Clinics presented by the Foundation for Financial Planning

» Financial Opportunity Clinic presented by the Foundation For Financial Planning Returning for 2021 The clinics are virtual this year for more information please visit the clinic page.

» 8th Annual Boost For Our Heroes Golf Classic The Annual Boost For Our Heroes Golf Classic will return this fall to The Country Club of Rancho Bernardo. More information coming soon.

» Partner Events More coming soon

» Series of Seminars for Partners  Jan – December: Wave of the Future events at High Schools and Colleges

• San Diego City College
• Cuyamaca College
• Grossmont College
• Palomar College
• San Diego Mesa College
• Southwestern College
• Torrey Pines High School
• University of California San Diego
• San Diego State University
• California State University San Marcos