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:

FPAOC Community Outreach Committee Meeting

Tuesday
Apr
16
2019

4:00 pm - 5:00 pm


Are you interested in sharing financial education with Orange County? Would you like to give back? Join in the activities of the FPAOC Community Outreach Committee. For more information on location, contact Robert at communityoutreach@fpaoc.org or call into the meeting at Call In Number: 712-775-7035 Participant Code: 720175.


Partners Committee Meeting

Wednesday
Apr
17
2019

4:00 pm - 5:00 pm
Location: Finance America Mortgage
23101 Lake Center Dr #250
Lake Forest, CA  92630


Join the Partners Committee to help our chapter’s corporate partners get the most out of their experience. All are welcome! First-time attendees confirm date and place with Doug Frazier at Partners@fpaoc.org.


FPAOC Chapter Study Group

Thursday
Apr
18
2019

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


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. There is no cost to attend, and parking is complimentary.


WiFi: Women in Finance Nordstrom Fashion Night

Wednesday
Apr
24
2019

5:30 pm - 7:30 pm
Location: Ruscello at Nordstrom South Coast Plaza
3333 Bristol Street
Costa Mesa, CA  92626


Ladies, join us for a fun spring fashion event at Ruscello, the restaurant at Nordstrom South Coast Plaza! We will have stylists from Fragrance, Make-up, Fashion and Shoes/Bags. Our evening will include styling education and networking with other women in Financial Planning, Insurance, CPA/Tax, Law, Mortgage, and more.

Cost: $20.00 (Only 50 spots available) Food and Drinks Included, Parking is Free. Glam bags will be included courtesy of Nordstrom.

Meet other professionals who can help you build your business – reserve your spot today!

NexGen Social

Thursday
Apr
25
2019

5:30 pm - 7:30 pm
Location: Yard House Fashion Island
849 Newport Center Drive
Newport Beach, CA  92660


Join old friends and new at the FPAOC NexGen after-work social.

Meet on the patio at the popular Yard House in Fashion Island – appetizers and first drink are included!

Cost is $20 and includes appetizers and first drink. Parking is free.

Note: If you would like to use the free mixer included in your 2019 Quarterly Meeting Pass, email admin@fpaoc.org instead of registering online.


FPAOC Membership Committee Meeting

Wednesday
May
1
2019

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 or at (562) 457-8253. Parking is validated.


FPAOC Advocacy Committee Meeting

Wednesday
May
1
2019

3:00 pm - 4:00 pm
Location: Sterling Wealth Partners
17332 Irvine Blvd Ste 130
Tustin, CA  92780


Would you like to get involved in working with legislative issues that affect financial planners and talk with our elected officials about them? First-time attendees please confirm date and time with Jim at Advocacy@FPAOC.org.


NexGen Study Group

Thursday
May
2
2019

7:30 am - 8:30 am
Location: Cantor Fitzgerald Conference Room
660 Newport Center Drive, Ste 650
Newport Beach, CA  92660


Are you entering the Financial Planning Profession? Join us for the new NexGen Study Group! Whether you’d like to get to know others in the profession, strengthen your knowledge, or find an answer to a specific question, this group is for you. There is no cost to attend, and breakfast and parking are included. The NexGen Study Group is also scheduled to meet: July 11 and November 7.

Please note:

  • Please park in the covered structure for Building 660. The garage is next to the building however you need to walk across San Simeon Dr.
  • The meeting is held in suite 650, please ring the doorbell if the door is locked.
  • We validate parking at the end of the meeting.

  • Allied Professionals Committee Meeting

    Thursday
    May
    2
    2019

    4:00 pm - 5:00 pm
    Location: Dorsey & Whitney LLC
    600 Anton Blvd Ste 2000
    Costa Mesa, CA  32626


    Join the FPAOC Allied Professionals Committee to plan the Orange County Tax & Financial Forum, Allied Professionals Mixers, and other events. Contact Mark at AlliedProfessionals@FPAOC.org for more information.


    FPAOC Volunteer Development Committee Meeting

    Tuesday
    May
    7
    2019

    3:00 pm - 4:00 pm
    Location: Eclectic Associates
    1021 W Bastanchury, Ste 120
    Fullerton, CA  92833


    Would you like help gather volunteers and recognize their hard work? Then join us on the Volunteer Development Committee. Contact Travis at volunteerdevelopment@fpaoc.org to confirm or for more information.


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    Save the Dates

    2019 Quarterly Education Meetings:

    February 27, May 15, August 28, and November 20