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

Mar 29

March Meeting

Effects of the New Tax Law

Register Now

May 16

May Meeting

Charitable Planning

Register Now