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:

Advocacy Week in Orange County

Monday
Sep
17
2018

All Day


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.


NexGen Regional Conference

Saturday
Oct
13
2018

9:30 am - 6:00 pm
Location: CSUF Irvine Center
3 Banting
Irvine, CA  92618


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!


2018 Orange County Tax and Financial Forum

Thursday
Oct
18
2018

8:00 am - 5:00 pm
Location: The Pacific Club, Newport Beach
4110 MacArthur Blvd
Newport Beach, CA  92660


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


Advisors in Transition (AiT) and Allied Professionals Joint Mixer

Wednesday
Oct
24
2018

5:30 pm - 7:30 pm
Location: Fashion Island Hotel Newport Beach
690 Newport Center Drive
Newport Beach , CA  92660


Join us for a join mixer of Advisors in Transition (AiT) and Allied Professionals. Cost is $20 online, $25 at the door, and includes valet parking, appetizers, and first beverage. Attendees receive 30% off dinner at Oak Grill at the hotel!

AiT addresses the needs and interests of members contemplating changes in the ownership, structure and oversight of their practices. We include advisors in the process of establishing independent practices, considering retirement or ownership transfers, addressing internal and external successions, and looking to grow their businesses for future transitioning to the next generation.
Allied Professionals welcomes individuals from all areas of financial planning, including CFP Professionals, CFAs, CPAs, estate attorneys, bank and insurance professionals, mortgage and trust professionals and more, as we work together to best serve our growing client base.

FPAOC Membership Committee Meeting

Thursday
Nov
1
2018

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. First-time attendees should confirm with Jared Tanimoto at membership@fpaoc.org.


FPA Virtual Media Training

Thursday
Nov
15
2018

1:00 pm - 2:30 pm


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.


Southwest Regional Conference

Friday
Jan
25
2019

All Day
Location: UCLA Conference Center
850 Willow Creek Road
Lake Arrowhead, CA  92352


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.


 


Save the Dates

Upcoming Quarterly Education Meetings:

2018 – November 14

2019 – February 27, May 8, August 28, and November 20