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:

Chapter Study Group

Thursday
Nov
29
2018

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


Meet in a friendly round-table atmosphere to discuss current events, economics, clients, asset allocation, and other financial planning topics. We also share practice management ideas, marketing, and other topics pertaining to our businesses. You are welcome to add topics to the agenda and/or bring new topics to the meetings.

Bring your colleagues!


FPAOC Volunteer Appreciation Holiday Party

Thursday
Dec
13
2018

6:30 pm - 9:00 pm


FPAOC has the BEST volunteers! We want to celebrate all who helped make 2018 the best year for our chapter. As our esteemed president says, “FPAOC Rocks!”

Watch your inbox for your invitation, or ask your committee chair.

We hope to see you there!


Southwest Regional Conference

Friday
Jan
25
2019

All Day
Location: UCLA Conference Center
850 Willow Creek Road
Lake Arrowhead, CA  92352


Kicking off in 2019, this new event promises to be a meeting of the minds in a most beautiful setting – the UCLA Conference Center January 25-27 in Lake Arrowhead, CA. By financial planners for financial planners, with great discussion and no distractions. Space is limited!

The cost will be $550 per person. This includes 2 nights room and all food. The rooming arrangement is Double Occupancy in two-bedroom “condolets” – each person has a separate bedroom/bathroom and the amenities of an upscale hotel.


2019 Orange County Tax and Financial Forum

Wednesday
Oct
23
2019

8:00 am - 5:00 pm
Location: The Pacific Club, Newport Beach
4110 MacArthur Blvd
Newport Beach, CA  92660


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


 


Save the Dates

Upcoming Quarterly Education Meetings:

2019 – February 27, May 15 (Note new date!), August 28, and November 20