Chapter Events

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

FPAOC members are meeting and strategizing 1-2 Tuesday afternoons per month via Zoom on topics affecting financial planning in today’s turbulent environment. We are lining up subject experts to kick off each meeting and help answer questions.

Topic: FPA of Orange County: Past, Present, and Future of Our Chapter
Past President Orange County Chair and 2020 FPA National Chair, Evelyn Zohen, 2020 Board Chair, Meghan Coolbaugh, and 2020 President-Elect, Jared Tanimoto share insights and plans into our chapter. Come share your thoughts and hopes for our future!

We hope you will participate too – we welcome your questions and comments. Register to receive the Zoom information.

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.

This month’s topic: Year-End Tax Planning with Mark Prendergast

​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​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!​

Please register below. 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.

At FPA of Orange County’s Chapter Study Group, you can meet with like-minded professionals on Zoom 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.