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 Meeting

Wednesday
Jun
6
2018

5:30 pm - 7:30 pm
Location: Brown & Streza Training Room
40 Pacifica, Ste. 1500
Irvine, CA  


Join us for Speed Networking! From seasoned veteran to financial planning student, we want you to be there. You never know when an introduction will payoff! Bring your business cards.

Advisors in Transition addresses the needs and interests of those contemplating changes in the ownership, structure and oversight of their practices. More specifically, this community includes advisors in the process of establishing independent practices, considering retirement or ownership transfers, addressing internal and external successions, or looking to grow their businesses for future transitioning to the next generation. We invite you to come join us!

Cost: $15 Online, $20 at the Door


Community Outreach Committee Meeting

Wednesday
Jun
13
2018

8:30 am - 9:30 am
Location: Compak Asset Management
1801 Dove Street
Newport Beach, CA  92660


Are you interested in helping provide financial planning assistance or financial planning education to Orange County residents and groups? Please join us and help with the planning. It is rewarding and fun! You are welcome to attend in person or call in.

Please confirm meeting time or conference phone number with Fred Jin, Community Outreach Chair, if you are new to the committee at communityoutreach@fpaoc.org.


Programs Committee Meeting

Wednesday
Jun
13
2018

2:00 pm - 3:30 pm
Location: GW Financial
151 Kalmus Dr # C150
Costa Mesa, CA  92626


Are you interested in helping plan our Quarterly Education Meetings or work with the great speakers we bring in? We’d love to have you get involved. First-time attendees, please confirm with Julie Bray at programs@fpaoc.org just in case the time/location changes.


WiFi: Women in Finance Mixer

Wednesday
Jun
20
2018

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


Women in all areas of financial planning are invited to join this great time of connecting and building relationships to better your business. Relax after work with a glass of wine and good conversation!

Valet parking, appetizers, and first drink are included
Plus, 30% Off Dinner at Oak Grill After the Mixer!

Cost: $20 Online, $25 at the door


Chapter Study Group

Thursday
Jun
21
2018

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


Join us for our chapter study group! Meet in a friendly round-table atmosphere to discuss current events, economics, clients, asset allocation, and other financial planning topics. We also share practice management ideas, marketing, and other topics pertaining to our businesses. You are welcome to add topics to the agenda and/or bring new topics to the meetings.

 

Bring your colleagues!

 


Community Outreach Committee Meeting

Wednesday
Jul
11
2018

8:30 am - 9:30 am
Location: Compak Asset Management
1801 Dove Street
Newport Beach, CA  92660


Are you interested in helping provide financial planning assistance or financial planning education to Orange County residents and groups? Please join us and help with the planning. It is rewarding and fun! You are welcome to attend in person or call in.

Please confirm meeting time or conference phone number with Fred Jin, Community Outreach Chair, if you are new to the committee at communityoutreach@fpaoc.org.


Partners Committee Meeting

Wednesday
Jul
11
2018

4:00 pm - 5:00 pm
Location: Skyline Home Loans
23101 Lake Center Drive, Suite 250
Lake Forest, CA  92630


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 Balaji Rao at Partners@fpaoc.org.


Chapter Study Group

Thursday
Jul
19
2018

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


Join us for our chapter study group! Meet in a friendly round-table atmosphere to discuss current events, economics, clients, asset allocation, and other financial planning topics. We also share practice management ideas, marketing, and other topics pertaining to our businesses. You are welcome to add topics to the agenda and/or bring new topics to the meetings.

 

Bring your colleagues!

 


NexGen Summer Mixer

Thursday
Jul
26
2018

5:30 pm - 7:30 pm
Location: Irvine Spectrum Marriott
7905 Irvine Spectrum Dr.
Irvine, CA  92618


Join FPAOC NexGen at the county’s newest on-trend lounge, Hive & Honey Rooftop Bar in the Irvine Spectrum Marriott with a 360-panoramic view. Whether you are a young planner or new to the profession, we welcome you to join in the fun. Cost is $20 online and $25 at the door. Includes parking, 1st drink and appetizers.


Membership Committee Meeting

Wednesday
Aug
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. Contact Jared Tanimoto at membership@fpaoc.org to confirm time and place.


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Save the Dates

2018 Quarterly Education Meetings: May 16, August 15, and November 14