Chapter Events

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.

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.

Join the FPAOC Allied Professionals Committee to plan the Orange County Tax & Financial Forum, Allied Professionals Mixers, and other events. Contact Mark at AlliedProfessionals@FPAOC.org for more information.

Join us for a cup of coffee at the Membership Committee Meeting! New volunteers are welcome. Contact Jared Tanimoto at membership@fpaoc.org or at (562) 457-8253. Parking is validated.

Mergers and Acquisition Overview with Special Guest, Charles Sarvari, Senior Associate at Dimensional Fund Advisors

• M+A Overview – What is going on in the industry, who is doing the majority of the deals, and what do these firms have in place.
• Valuation & Financing: How to value businesses and what to look for from a buyers perspective, how deals are being done from a mechanics perspective.
• Successful transitions and tips from observing successful transitions and the data we aggregate from the Benchmarking program.
• Where firms are being found and timing of the transitions.

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 a light dinner are included.

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.

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.

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.

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, November 21, 2019

Join us for our next Quarterly Education meeting on Wednesday, August 28, 2019, at the UCI Student Center.

Cost: FPA Members $30 | First-Time Visitors $30 | Non-Members $160
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 upcoming meetings:
(2019) November 20
(2020) February 12, May 13, August TBD, and November 4.