Chapter Events

Creating Presence In Your Absence: Using Online Meetings To Maintain and Grow Relationships

At FPA of Orange County’s Chapter Study Group, you can meet with like-minded professionals for a roundtable discussion of current events, economics, clients, asset allocation, and many other financial planning topics. We meet to share practice management ideas, marketing, and other topics to help us grow professionally. You are welcome to add topics to the agenda and /or bring new topics to the meetings. Please forward your submissions to Brian Ephraim.

Please mark your calendar now for our next meeting on November 4, 2020. Thank you for supporting FPA of Orange County!

​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​Become a “go to” source for journalists looking for information and commentary on personal finance, financial planning and the profession! FPA members can attend media training programs through their chapters or they can now participate in organization-wide virtual trainings that are to be held throughout the year.

Each 90-minute media training program, conducted by FPA Managing Director of External Communications and and Public Outreach Ben Lewis, covers the essentials in working with journalists. Not only is media training mandatory for all CFP® members who want to receive FPA media queries, but the information will enable you to effectively approach media relations within your own business!​

Please register below. You will receive a confirmation email with the login details from Zoom immediately following. If you don’t receive the email, please be sure to check your spam/junk/clutter folders then reach out to Ben Lewis.

FPAOC members, join us as we work to grow our chapter! We recognize member involvement, expand our volunteer base, and plan our holiday party. Contact Travis McShane for more information.

FPAOC members are meeting and strategizing 1-2 Tuesday afternoons per month via Zoom on topics affecting financial planning in today’s turbulent environment. We are lining up subject experts to kick off each meeting and help answer questions.

Watch for this week’s topic coming soon!

We hope you will participate too – we welcome your questions and comments. Register to receive the Zoom information.

At FPA of Orange County’s Chapter Study Group, you can meet with like-minded professionals for a roundtable discussion of current events, economics, clients, asset allocation, and many other financial planning topics. We meet to share practice management ideas, marketing, and other topics to help us grow professionally. You are welcome to add topics to the agenda and /or bring new topics to the meetings. Please forward your submissions to Brian Ephraim. There is no cost to attend, and parking is complimentary.

FPAOC members are meeting and strategizing 1-2 Tuesday afternoons per month via Zoom on topics affecting financial planning in today’s turbulent environment. We are lining up subject experts to kick off each meeting and help answer questions.

Watch for this week’s topic coming soon!

We hope you will participate too – we welcome your questions and comments. Register to receive the Zoom information.

Are you interested in sharing financial planning and financial education with the residents of Orange County? Or are you already active with a community organization? Come find out how you can get involved with the many activities in progress at the next Community Outreach meeting!

While in-person attendance is appreciated, you are welcome to use our call-in number: 712-775-7035 PIN: 720175

For more information, contact Mark at CommunityOutreach@FPAOC.org.

FPAOC members are meeting and strategizing 1-2 Tuesday afternoons per month via Zoom on topics affecting financial planning in today’s turbulent environment. We are lining up subject experts to kick off each meeting and help answer questions.

Watch for this week’s topic coming soon!

We hope you will participate too – we welcome your questions and comments. Register to receive the Zoom information.