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:

New Member Breakfast

Wednesday
May
22
2019

7:30 am - 9:00 am
Location: Citrus Cafe
1481 Edinger Ave
Tustin, CA  


Breakfast is on us! Orange County Members, if you are new to our chapter (or have not attended a breakfast in the past), we invite you to join us for this special time. Get to know your board members, meet other new members, and find out how to make the most of your FPA Membership.


FPA Online Media Training

Thursday
May
23
2019

1:00 pm - 2:30 pm


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

You will receive a confirmation email and login details one week before the training.

Additional dates include:
Thursday, August 22, 2019
Thursday, November 21, 2019


FPAOC Chapter Study Group

Thursday
May
23
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.


FPAOC Volunteer Development Committee Meeting – Note New Date & Location!

Thursday
May
23
2019

2:00 pm - 3:00 pm
Location: Bruxie
292 N Glassell St,
Orange, CA  92866


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.


Advisors in Transition Meeting

Wednesday
May
29
2019

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


Speed Networking is back by popular demand! Join us for a great evening of quick connections – from seasoned veteran to financial planning student, we want you to be there. You never know when an introduction will pay off. Bring your business cards!

AiT 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.

Cost: $15 Online or $20 at the door. Parking and refreshments included.


FPA Washington D.C. Advocacy Days

Wednesday
Jun
5
2019

All Day


​Register Now for June 5-6 FPA D.C. Advocacy Day!​

FPA Advocacy Day is an important opportunity for FPA members and leaders to gather on The Hill to continue the dialogue with federal policymakers about the financial planning profession while displaying FPA’s strength as the largest membership association for CERTIFIED FINANCIAL PLANNER™ professionals. Plan for a high energy, invigorating day that empower you to positively interact with policymakers to help advocate for issues that are crucial to practitioners of the financial planning community. Join us for our FPA Afternoon Symposium on Wednesday, June 5th and our Advocacy Day on June 6th.

As an Advocacy Day participant, the following will be provided:

  • Appointments with the offices of your representatives
  • Training webinar (on-line) one week prior to event
  • Advance talking points about FPA policies and priorities
  • Background and preparation materials for meetings
  • Networking opportunities
  • Included half-day educational symposium
  • Advocacy training breakfast
  • FPA PAC Reception with special invited guests
  • Sponsored dinner on Wednesday evening
  • Special room rate of $259 at the Hotel Liaison (limited room block for Tues/Weds/Thurs)
  • Registration fee of $115 will cover the symposium, scheduled meals, materials and training.
  • Please note that all members are responsible for their own travel expenses. Attendees will have meetings up to 5 p.m. on June 6th and we ask that you plan to make air travel for after 7 p.m. that day.

More information and registration here.


Allied Professionals Summer Celebration Mixer

Wednesday
Jun
5
2019

5:30 pm - 7:30 pm
Location: Il Fornaio
18051 Von Karman Avenue
Irvine, CA  92612


Join us for FPA of Orange County’s Allied Professionals Summer Celebration Mixer at our new location, Il Fornaio, in Irvine. Invite your colleagues, friends, and significant others to be a part of this fun evening too!

Cost is $20 and includes complimentary first drink and appetizers, plus complimentary valet parking. Cost at the door is $25/person.

Thank you to Dorsey & Whitney for their sponsorship of the 2019 FPA of Orange County Allied Professionals Mixers!


FPAOC Community Outreach Committee Meeting

Tuesday
Jun
18
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.


FPAOC Chapter Study Group

Thursday
Jun
20
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.


Partners Committee Meeting

Wednesday
Jul
10
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.


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Save the Dates

2019 Quarterly Education Meetings:

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