Chapter Events

Join us for Speed Networking! From seasoned veteran to financial planning student, we want you to be there. You never know when an introduction will payoff! Bring your business cards.

Advisors in Transition addresses the needs and interests of those contemplating changes in the ownership, structure and oversight of their practices. More specifically, this community includes advisors in the process of establishing independent practices, considering retirement or ownership transfers, addressing internal and external successions, or looking to grow their businesses for future transitioning to the next generation. We invite you to come join us!

Cost: $15 Online, $20 at the Door

Are you interested in helping provide financial planning assistance or financial planning education to Orange County residents and groups? Please join us and help with the planning. It is rewarding and fun! You are welcome to attend in person or call in.

Please confirm meeting time or conference phone number with Fred Jin, Community Outreach Chair, if you are new to the committee at communityoutreach@fpaoc.org.

Are you interested in helping plan our Quarterly Education Meetings or work with the great speakers we bring in? We’d love to have you get involved. First-time attendees, please confirm with Julie Bray at programs@fpaoc.org just in case the time/location changes.

Women in all areas of financial planning are invited to join this great time of connecting and building relationships to better your business. Relax after work with a glass of wine and good conversation!

Valet parking, appetizers, and first drink are included
Plus, 30% Off Dinner at Oak Grill After the Mixer!

Cost: $20 Online, $25 at the door

Are you interested in helping provide financial planning assistance or financial planning education to Orange County residents and groups? Please join us and help with the planning. It is rewarding and fun! You are welcome to attend in person or call in.

Please confirm meeting time or conference phone number with Fred Jin, Community Outreach Chair, if you are new to the committee at communityoutreach@fpaoc.org.

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 Balaji Rao at Partners@fpaoc.org.

Join FPAOC NexGen at the county’s newest on-trend lounge, Hive & Honey Rooftop Bar in the Irvine Spectrum Marriott with a 360-panoramic view. Whether you are a young planner or new to the profession, we welcome you to join in the fun. Cost is $20 online and $25 at the door. Includes parking, 1st drink and appetizers.

Join us for a cup of coffee at the Membership Committee Meeting! New volunteers are welcome. Contact Jared Tanimoto at membership@fpaoc.org to confirm time and place.