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:

FPAOC Allied Professionals Committee Meeting

Monday
Apr
13
2020

4:00 pm - 5:00 pm


Join the FPAOC Allied Professionals Committee to plan the Orange County Tax & Financial Forum, Allied Professionals Mixers, and other events. This month we are meeting via the Zoom meeting below. Contact Mark at AlliedProfessionals@FPAOC.org for more information.

Join Zoom Meeting
https://zoom.us/j/110169309

Meeting ID: 110 169 309

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+16699006833,,110169309# US (San Jose)
+13462487799,,110169309# US (Houston)

Dial by your location
+1 669 900 6833 US (San Jose)
+1 346 248 7799 US (Houston)
+1 929 205 6099 US (New York)
+1 253 215 8782 US
+1 301 715 8592 US
+1 312 626 6799 US (Chicago)
Meeting ID: 110 169 309
Find your local number: https://zoom.us/u/abPVAjjyID


FPAOC Chapter Study Group

Thursday
Apr
16
2020

2:00 pm - 3:30 pm


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. Please forward your submissions to Brian Ephraim.

April’s meeting has been moved to Zoom. Please join with the information below:

Join Zoom Meeting
https://zoom.us/j/501907680
Meeting ID: 501 907 680
Dial by your location
+1 669 900 6833 US (San Jose)
+1 346 248 7799 US (Houston)
+1 253 215 8782 US
+1 301 715 8592 US
+1 312 626 6799 US (Chicago)
+1 646 876 9923 US (New York)


FPAOC Community Outreach Committee Meeting

Wednesday
Apr
22
2020

4:00 pm - 5:00 pm


Are you interested in sharing financial planning and financial education with the residents of Orange County? Or are you already active with a community organization? Call in to find out how you can get involved with the many activities in progress at the next Community Outreach meeting!

Call-in number: 712-775-7035 PIN: 720175

For more information, contact Mark at CommunityOutreach@FPAOC.org.


POSTPONED – NexGen Mixer

Thursday
Apr
23
2020

5:30 pm - 7:30 pm
Location: Yard House Fashion Island
849 Newport Center Drive
Newport Beach, CA  92660


Watch for details on a new date soon!

Join old friends and new at the FPAOC NexGen after-work mixer.

Meet on the patio at the popular Yard House in Fashion Island – appetizers and first drink are included!

Cost is $15 and includes appetizers and first drink. Parking is free.

Note: If you would like to use the free mixer included in your 2020 Quarterly Meeting Pass, email admin@fpaoc.org instead of registering online.


FPAOC Membership Committee Meeting

Wednesday
Apr
29
2020

7:30 am - 8:30 am
Location: Bistro 24
1 Park Plaza
Irvine, CA  92614


Join us for a cup of coffee at the Membership Committee Meeting! New volunteers are welcome. Meet at the conference table at the back of the restaurant. Restaurant will validate parking. Contact Lilly McBee for more information.


POSTPONED – WiFi: Women in Finance Nordstrom Night

Thursday
Apr
30
2020

5:30 pm - 7:30 pm
Location: Ruscello at Nordstrom South Coast Plaza
3333 Bristol Street
Costa Mesa, CA  92626


Watch for new details coming soon!
Mmm…we are going back to Ruscello, the restaurant at Nordstrom South Coast Plaza, for their delicious appetizers and great wine! Their patio will be a perfect place to meet up – you won’t want to miss this evening. Our event will include networking with other women in Financial Planning, Insurance, CPA/Tax, Law, Mortgage, and more.

Cost: $25.00 (Only 50 spots available) Food and Drinks Included, Parking is Free.

Meet other professionals who can help you build your business – reserve your spot today!

NexGen Study Group

Thursday
May
7
2020

7:30 am - 8:30 am
Location: Cantor Fitzgerald Conference Room
660 Newport Center Drive, Ste 650
Newport Beach, CA  92660


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, and breakfast and parking are included.

This Month’s Topic: “The Good, The Bad and The Ugly Around Divorce, What You Always Wanted to Avoid But Won’t Be Able To” with Mark Phillips

Please note:

  • Please park in the covered structure for Building 660. The garage is next to the building however you need to walk across San Simeon Dr.
  • The meeting is held in suite 650, please ring the doorbell if the door is locked.
  • We validate parking at the end of the meeting.

Quarterly Education Meeting

Wednesday
May
13
2020

8:30 am - 4:00 pm
Location: UCI Student Center
A, 311 W Peltason Dr
Irvine, CA  92697


CANCELED – We regret that our May Quarterly Meeting is canceled. Because of COVID-19, UC Irvine has canceled all events over 100 attendees for the spring quarter.

Please mark your calendars now for our other 2020 meetings: August 26 and November 4, 2020. Thank you for supporting FPA of Orange County!


FPAOC Volunteer Development Committee Meeting

Tuesday
May
19
2020

3:00 pm - 4:00 pm


FPAOC members, join us as we work to grow our chapter! We recognize member involvement, expand our volunteer base, and plan our holiday party. Contact Travis McShane for more information and to confirm time and location.


FPA Online Media Training

Wednesday
May
20
2020

1:00 pm - 2:30 pm


​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​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!​

To sign-up for one of the scheduled FPA virtual trainings, simply select the date below and complete the registration form. 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.


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Save the Dates

2020 Quarterly Education Meetings: August 26 and November 4