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 firstname.lastname@example.org.
Below is a list of upcoming events:
Chapter Study Group
NexGen Summer Mixer
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
Join us for a cup of coffee at the Membership Committee Meeting! New volunteers are welcome. Contact Jared Tanimoto at email@example.com to confirm time and place.
Quarterly Education Meeting
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
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
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
Coming Soon! Watch for details and registration here.
2018 Orange County Tax and Financial Forum
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
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!
WiFi: Women in Finance Mixer
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