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 Membership Committee Meeting

Wednesday
Jan
29
2020

8:00 am - 9:00 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. Meet at the conference table at the back of the restaurant. Restaurant will validate parking. Contact Lilly McBee for more information.


NexGen Mixer – Note New Date!

Wednesday
Feb
5
2020

5:30 pm - 7:30 pm
Location: Left Coast Distillery and Smokehouse
6652 Irvine Center Dr
Irvine, CA  92618


New to the Financial Planning profession? Join us for the first NexGen Mixer of the year at the the Left Coast Brewing Distillery Smokehouse at 6652 Irvine Center Dr (Sand Canyon Plaza) in Irvine. Cost: $10 (Includes 1st drink and appetizers).

Note: If you would like to use the free mixer included in your 2020 Quarterly Meeting Pass, email admin@fpaoc.org instead of registering online.


Quarterly Education Meeting

Wednesday
Feb
12
2020

8:30 am - 4:00 pm
Location: UCI Student Center
A, 311 W Peltason Dr
Irvine, CA  92697


Join us for our next Quarterly Education meeting on Wednesday, February 12, at the UCI Student Center.

Cost: FPA Members $35 | First-Time Visitors $35 | Non-Members $180
Lunch and Parking are included.

We anticipate offering 4.0 hours of CE for CFP® Professionals (pending) and 5.0 hours of CPA CPE.

Plus, mark your calendars now for our other 2020 meetings: May 13, August 26, and November 4. 


Advisors in Transition Meeting

Wednesday
Feb
19
2020

5:30 pm - 7:30 pm
Location: Brown & Streza Training Room
40 Pacifica, Suite 1500
Irvine, CA  92618


ROUNDTABLE DISCUSSION NIGHT

Student? Career changer looking to enter the financial business? An advisor in between jobs?
Perhaps a practitioner expanding or restructuring your firm?

Advisors are often in some sort of transition! You are invited to a night of discussion, information and
connection. Join our roundtable to learn from other advisors who have experience.

Cost: $15 Online or $20 at the door.

Join us for discussion and networking. Parking and a light dinner are included.

Advisors in Transition 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.


FPAOC Chapter Study Group

Thursday
Feb
20
2020

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. Please forward your submissions to Brian Ephraim. There is no cost to attend, and parking is complimentary.


FPAOC Volunteer Development Committee Meeting

Thursday
Feb
20
2020

3:00 pm - 4:00 pm
Location: Bootlegger’s Brewery
130 S Highland Avenue
Fullerton, CA  92832


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.


FPA Online Media Training

Wednesday
Feb
26
2020

1:00 pm - 2:30 pm


​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​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!​

To sign-up for one of the scheduled FPA virtual trainings, simply select the date below and complete the registration form. 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.


FPA of California Annual Advocacy Day

Tuesday
Mar
10
2020

All Day
Location: California State Capitol
10th and L Streets
Sacramento, CA  95814


Are you an FPA member interested in meeting with legislators in Sacramento to discuss issues affecting the financial planning profession? We will be traveling to Sacramento on Monday, March 9th to gather with other FPA members from throughout the state. On Tuesday, March 10th, we converge on the State Capitol to meet with our State Senators and Assemblymembers. We return at end-of-day on Tuesday. The trip is fun and informative. FPA of CA may be able to reimburse some of your expenses. Contact Jim Allen for more information.


NexGen Study Group

Thursday
Mar
12
2020

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.

This month’s topic – College Planning with Urban Adams

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.

FPAOC Chapter Study Group

Thursday
Mar
19
2020

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. Please forward your submissions to Brian Ephraim. There is no cost to attend, and parking is complimentary.


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Save the Dates

2020 Quarterly Education Meetings: February 12, May 13, August 26, November 4