FPAOC’s Upcoming Events

Note: Annual Passholders are invited to register for your free mixer or AiT meeting included with your pass by emailing admin@fpaoc.org.

Pass includes all four Quarterly Meetings plus a mixer or Advisors in Transition meeting of your choice for just $100. That is a $40 savings!

Orange County Chapter Members
Get Your 2018 Quarterly Meeting Pass now!

Passes will only be on sale until February 21st. Orange County members only. Passholders must still register for meetings (at no cost) to ensure that we reserve catering and print name badges and CE needs.

Get Your 2018 Quarterly Meeting Pass HERE!


Below is a list of upcoming events:

Chapter Study Group

Thursday
Jan
18
2018

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


Join us for our next chapter Study Group!


Quarterly Education Meeting

Wednesday
Feb
21
2018

8:30 am - 4:30 pm
Location: UCI Student Center
A, 311 W Peltason Dr
Irvine, California  92697


Join us for our next upcoming Quarterly Education meeting! This quarter’s meeting will take place at the UCI Student Center on February 21, 2018.


Allied Professionals Mixer

Wednesday
Feb
28
2018

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


Mix and mingle with professionals from all aspects of financial planning at the Fashion Island Hotel Newport Beach. All are welcome – bring your colleagues and your business cards!

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


Advocacy Day in Sacramento

Tuesday
Mar
6
2018

All Day
Location: Sacramento, CA
Capitol Building
Sacramento, CA  


Come to Sacramento for the 5th annual FPA of California Advocacy Day. Head to the Capitol to visit with our State Senators and/or Assembly Members.

RELATIONSHIPS matter and these meetings build stronger relationships with elected officials and their staff. When issues do arise (as they have and will continue to do), we are more effective in influencing the outcome when we already have those relationships in place. We will provide you with a recorded webinar training whichS includes talking points and materials. Contact Steve Carder, Advocacy Chair, at Advocacy@FPAOC.org for more information.


New Member Breakfast

Wednesday
Mar
7
2018

7:30 am - 9:00 am
Location: Citrus Café (Tustin)
1481 Edinger Ave
Tustin, CA  92780


Orange County Members, if you are new to our chapter (or have not attended a breakfast in the past), we invite you to join us for this special time to get to know board members and find out how to make the most of your FPA Membership.


WiFi: Women in Finance Mixer

Wednesday
Mar
7
2018

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


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


Advisors in Transition Meeting

Wednesday
Mar
14
2018

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


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


Chapter Study Group

Thursday
Mar
15
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!


Chapter Study Group

Thursday
Apr
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!


 


Save the Dates

2018 Quarterly Education Meetings: February 21, May 16, August 15, and November 14