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:

Advisors in Transition (AiT) Meeting

Wednesday
Aug
19
2020

5:30 pm - 6:30 pm


Creating Presence In Your Absence: Using Online Meetings To Maintain and Grow Relationships

Can Zoom or other online meeting platforms be effective for financial advisors and clients in a COVID World? Absolutely.
Using a set of best practices, you can make these meetings effective for you, as well. You will learn tips and strategies to get the most out of this technology resource. Join us for an interactive Zoom meeting for growth-minded advisors who wish to improve their relationships with clients.
With Michael Roby, Managing Partner, Journey Advisory Group

FPAOC Chapter Study Group

Thursday
Aug
20
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.


Quarterly Education Meeting

Wednesday
Aug
26
2020

8:00 am - 5:00 pm


Please mark your calendar now for our next meeting on November 4, 2020. Thank you for supporting FPA of Orange County!


FPA Online Media Training

Wednesday
Aug
26
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!​

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.


FPAOC Volunteer Development Committee Meeting

Thursday
Sep
3
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.


Tuesdays@2:00 with FPAOC

Tuesday
Sep
8
2020

2:00 pm - 3:00 pm


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.

Watch for this week’s topic coming soon!

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


FPAOC Chapter Study Group

Thursday
Sep
17
2020

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


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. There is no cost to attend, and parking is complimentary.


Tuesdays@2:00 with FPAOC

Tuesday
Sep
22
2020

2:00 pm - 3:00 pm


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.

Watch for this week’s topic coming soon!

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


FPAOC Community Outreach Committee Meeting

Wednesday
Sep
23
2020

4:00 pm - 5:00 pm
Location: Compak Asset Management
1801 Dove Street
Newport Beach, CA  92660


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? Come find out how you can get involved with the many activities in progress at the next Community Outreach meeting!

While in-person attendance is appreciated, you are welcome to use our call-in number: 712-775-7035 PIN: 720175

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


Tuesdays@2:00 with FPAOC

Tuesday
Oct
6
2020

2:00 pm - 3:00 pm


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.

Watch for this week’s topic coming soon!

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


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Save the Dates

2020 Quarterly Education Meetings: August 26 and November 4