Chapter Events

Join us for our next Quarterly Education meeting on Wednesday, November 20, 2019, at the UCI Student Center.

Cost: FPA Members $30 | First-Time Visitors $30 | Non-Members $160
Lunch and Parking are included.

We anticipate offering 5.0 hours of CE for CFP® Professionals (pending) and 5.0 hours of CPA CPE.

Plus, mark your calendars now for our 2020 meetings: February 12, May 13, August 26, and November 4. 

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

You will receive a confirmation email and login details one week before the training.

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.

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. We are meeting at Compak Asset Management, 1801 Dove Street in Newport Beach. Or call into the meeting at Call In Number: 712-775-7035 Participant Code: 720175.

For more information, contact Mark at communityoutreach@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.

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.

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.

Join us for the 2nd annual Southwest Financial Planners Conference! It’s a meeting of the minds in a most beautiful setting – the UCLA Conference Center January 24-26 in Lake Arrowhead, CA. It’s by financial planners for financial planners and allies, with great discussion and no distractions. Space is limited!

The cost will be $570 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.

Scheduled Speakers/Topics Include:

New to the Financial Planning profession? Join us for the first NexGen Mixer of the year at the the Left Coast Brewing Distillery Smokehouse at 6652 Irvine Center Dr (Sand Canyon Plaza) in Irvine. Cost: $10 (Includes 1st drink and appetizers).

Note: If you would like to use the free mixer included in your 2020 Quarterly Meeting Pass, email admin@fpaoc.org instead of registering online.

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.

Are you an FPA member interested in meeting with legislators in Sacramento to discuss issues affecting the financial planning profession? We will be traveling to Sacramento on Monday, March 9th to gather with other FPA members from throughout the state. On Tuesday, March 10th, we converge on the State Capitol to meet with our State Senators and Assemblymembers. We return at end-of-day on Tuesday. The trip is fun and informative. FPA of CA may be able to reimburse some of your expenses. Contact Jim Allen for more information.