FPAOC’s Upcoming Events

Note: Quarterly Meeting Passholders are invited to register for your free mixer or AiT meeting included with your pass by emailing admin@fpaoc.org.


Below is a list of upcoming events:

Chapter Study Group

Thursday
Jul
19
2018

2:00 pm - 3:30 pm
Location: Compak Asset Management
1801 Dove Street
Newport Beach, CA  92660


Join us for our chapter study group! Meet in a friendly round-table atmosphere to discuss current events, economics, clients, asset allocation, and other financial planning topics. We also share practice management ideas, marketing, and other topics pertaining to our businesses. You are welcome to add topics to the agenda and/or bring new topics to the meetings.

 

Bring your colleagues!

 


NexGen Summer Mixer

Thursday
Jul
26
2018

5:30 pm - 7:30 pm
Location: Irvine Spectrum Marriott
7905 Irvine Spectrum Dr.
Irvine, CA  92618


Join FPAOC NexGen at the county’s newest on-trend lounge, Hive & Honey Rooftop Bar in the Irvine Spectrum Marriott with a 360-panoramic view. Whether you are a young planner or new to the profession, we welcome you to join in the fun. Cost is $20 online and $25 at the door. Includes parking, 1st drink and appetizers.


Membership Committee Meeting

Wednesday
Aug
1
2018

7:30 am - 8:30 am
Location: Bistro 24
1 Park Plaza
Irvine, CA  92614


Join us for a cup of coffee at the Membership Committee Meeting! New volunteers are welcome. Contact Jared Tanimoto at membership@fpaoc.org to confirm time and place.


Quarterly Education Meeting

Wednesday
Aug
15
2018

8:30 am - 4:30 pm
Location: UCI Student Center
A, 311 W Peltason Dr
Irvine, California  92697


Join us for our next upcoming Quarterly Education meeting! This quarter’s meeting will take place at the UCI Student Center on May 16, 2018.


FPA Virtual Media Training

Thursday
Aug
16
2018

1:00 pm - 2:30 pm


FPA is hosting all-member virtual media training. These special quarterly trainings are open to all members and will enable you to effectively approach media relations within your own business. FPA members who are CFP® professionals and attend this media training program will be able to participate in FPA media queries. Each 90-minute media training program, conducted by FPA Director of Communications Ben Lewis, covers the essentials in working with journalists, including:

• How to pitch story ideas to reporters
• What you need to do to prepare for interviews
• How you can improve interview performance
• The tactics for ensuring you maintain a great reputation with reporters
• Representing FPA and the organizational messages

Sign up for the free FPA virtual all-member virtual media training and you will receive a confirmation email and login details one week before the training.


Advisors in Transition Meeting

Wednesday
Aug
29
2018

5:30 pm - 7:30 pm
Location: Brown & Streza Training Room
40 Pacifica, Ste. 1500
Irvine, CA  


Advisors in Transition addresses the needs and interests of those contemplating changes in the ownership, structure and oversight of their practices. More specifically, this community includes advisors in the process of establishing independent practices, considering retirement or ownership transfers, addressing internal and external successions, or looking to grow their businesses for future transitioning to the next generation. We invite you to come join us!

Cost: $15 Online, $20 at the Door


NexGen Regional Conference

Saturday
Sep
15
2018

All Day


Coming Soon! Watch for details and registration here.


2018 Orange County Tax and Financial Forum

Thursday
Oct
18
2018

8:00 am - 5:00 pm
Location: The Pacific Club, Newport Beach
4110 MacArthur Blvd
Newport Beach, CA  92660


You are invited to the first annual Orange County Tax and Financial Forum, joining individuals in all areas of financial planning with top national tax and financial experts to grow business and successfully meet the needs of an expanding client base. Reserve your spot now!

Cost: FPA Members $50, Non-Members $70, Walk-Up $95
Lunch and Parking are included.
We anticipate offering CFP® CE, CPA CPE, and MCLE.
RSVP: By Wednesday, October 10, 2018


Advisors in Transition (AiT) and Allied Professionals Joint Mixer

Wednesday
Oct
24
2018

5:30 pm - 7:30 pm
Location: Fashion Island Hotel Newport Beach
690 Newport Center Drive
Newport Beach , CA  92660


Join us for a join mixer of Advisors in Transition (AiT) and Allied Professionals. Cost is $20 online, $25 at the door, and includes valet parking, appetizers, and first beverage. Attendees receive 30% off dinner at Oak Grill at the hotel!

AiT addresses the needs and interests of members contemplating changes in the ownership, structure and oversight of their practices. We include advisors in the process of establishing independent practices, considering retirement or ownership transfers, addressing internal and external successions, and looking to grow their businesses for future transitioning to the next generation.
Allied Professionals welcomes individuals from all areas of financial planning, including CFP Professionals, CFAs, CPAs, estate attorneys, bank and insurance professionals, mortgage and trust professionals and more, as we work together to best serve our growing client base.

WiFi: Women in Finance Mixer

Wednesday
Nov
7
2018

5:30 pm - 7:30 pm
Location: Fashion Island Hotel Newport Beach
690 Newport Center Drive
Newport Beach , CA  92660


Women in all areas of financial planning are invited to join this great time of connecting and building relationships to better your business. Relax after work with a glass of wine and good conversation!

Valet parking, appetizers, and first drink are included
Plus, 30% Off Dinner at Oak Grill After the Mixer!

Cost: $20 Online, $25 at the door


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Save the Dates

2018 Quarterly Education Meetings: August 15 and November 14