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 Community Outreach Committee Meeting

Wednesday
May
27
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? Come find out how you can get involved with the many activities in progress at the next Community Outreach meeting!

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


FPAOC NexGen Happy Hour BINGO

Thursday
Jun
4
2020

5:30 pm - 6:30 pm


New to the financial planning profession? Join us on Zoom for some fun after work! Bring your favorite beverage and play some BINGO! Register for Zoom information. Students welcome!


FPAOC Allied Professionals Committee Meeting

Monday
Jun
15
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 on Zoom. Contact Mark at AlliedProfessionals@FPAOC.org for more information.


FPAOC Chapter Study Group

Thursday
Jun
18
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.


FPAOC Community Outreach Committee Meeting

Wednesday
Jun
24
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.


NexGen Study Group

Thursday
Jul
9
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.

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.

FPAOC Chapter Study Group

Thursday
Jul
16
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.


FPAOC Community Outreach Committee Meeting

Wednesday
Jul
22
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.


FPAOC Membership Committee Meeting

Wednesday
Aug
12
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.


FPAOC Chapter Study Group

Thursday
Aug
20
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.


1 2 3

 


Save the Dates

2020 Quarterly Education Meetings: August 26 and November 4