Chapter Events

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!

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

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!

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

At FPA of Orange County’s Chapter Study Group, you can meet with other professionals via Zoom for a friendly roundtable discussion of current events, economics, clients, asset allocation, and other financial planning topics. We also share practice management ideas, marketing, and additional topics pertaining to our businesses.

Once you register, you will receive Zoom information. And prior to the meeting, you will receive an agenda and articles for you to review that will be discussed.

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.

Note our 2021 Quarterly Education Meetings: February 24, May 19, August 18 and November 3, 2021.

An Interactive Web-Based Symposium Presented by Women’s Symposium of Southern California

Friday, March 5
9:00 AM – 1:00 PM PT
Registration: $25 per person/$10 student/senior (over age 60)

Theme: Focused. Flexible. Purposeful.

Program Highlights: Keynote Speakers, Roundtable Discussions, Exhibitors and Networking

Register at www.wsscal.org starting December 2nd.

Download PDF of flyer HERE