Chapter Events

Join us for Advocacy Week September 17-21. This is your chance to meet with your local State Senator and/or Assemblyperson at their office in your district. It’s a great way to connect! Contact us at Advocacy@FPAOC.org if you’re interested in being a part of Advocacy Week. It’s fun, we provide training, and you don’t have to go alone!

Click here for Advocacy Week 2018 Information.

Join us for the 4th annual SoCal Summit! The NexGen Chapters of San Diego, Orance County, Los Angeles, and Ventura County will come together for a day of shared learning. Come meet someone new, acquire a new skill, or share your story. Or all the above!

This year’s theme will focus on the Soft Skills of Financial Planning. In other words, things you didn’t learn in school. Learn about the following topics:

• Emotional Intelligence
• Empathy
• How to Relate to a Client
• Discover a Client’s Values
• How to Build Trust

Clients aren’t numbers on a spreadsheet. They are complex, emotional beings, especially when it comes to money. How do you help people reach their financial goals by thoughtfully addressing their challenges, while at the same time, attending to the emotional, psychological, behavioral, and relational hurdles that are intertwined? How do you build trust? How do you find out what a client truly wants? I guess you’ll have to come and find out.

The day will consist of:

• Two Presenters
• Breakout Session
• Lunch
• Advisor Panel
• Happy Hour

All for $20! We hope to see you there!

You are invited to the first annual Orange County Tax and Financial Forum, joining individuals in all areas of financial planning with top national tax and financial experts to grow business and successfully meet the needs of an expanding client base. Reserve your spot now!

Cost: FPA Members $50, Non-Members $70, Walk-Up $95
Lunch and Parking are included.
We anticipate offering CFP® CE, CPA CPE, and MCLE.
RSVP: By Wednesday, October 10, 2018

Join us for a cup of coffee at the Membership Committee Meeting! New volunteers are welcome. First-time attendees should confirm with Jared Tanimoto at membership@fpaoc.org.

FPA is hosting all-member virtual media training. These special quarterly trainings are open to all members and will enable you to effectively approach media relations within your own business. FPA members who are CFP® professionals and attend this media training program will be able to participate in FPA media queries. Each 90-minute media training program, conducted by FPA Director of Communications Ben Lewis, covers the essentials in working with journalists, including:

• How to pitch story ideas to reporters
• What you need to do to prepare for interviews
• How you can improve interview performance
• The tactics for ensuring you maintain a great reputation with reporters
• Representing FPA and the organizational messages

Sign up for the free FPA virtual all-member virtual media training and you will receive a confirmation email and login details one week before the training.

Kicking off in 2019, this new event promises to be a meeting of the minds in a most beautiful setting – the UCLA Conference Center January 25-27 in Lake Arrowhead, CA. By financial planners for financial planners, with great discussion and no distractions. Space is limited!

The cost will be $550 per person. This includes 2 nights room and all food. The rooming arrangement is Double Occupancy in two-bedroom “condolets” – each person has a separate bedroom/bathroom and the amenities of an upscale hotel.