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.

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 Doug Frazier at Partners@fpaoc.org.

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

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

Cost is $20 and includes appetizers and first drink. Parking is free.

Note: If you would like to use the free mixer included in your 2019 Quarterly Meeting Pass, email admin@fpaoc.org instead of registering online.

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.

Would you like to get involved in working with legislative issues that affect financial planners and talk with our elected officials about them? First-time attendees please confirm date and time with Jim at Advocacy@FPAOC.org.

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. The NexGen Study Group is also scheduled to meet: July 11 and November 7.

Please note:

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.

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.