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

Tuesday
Jul
16
2019

4:00 pm - 5:00 pm


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. For more information on location, contact Robert at communityoutreach@fpaoc.org or call into the meeting at Call In Number: 712-775-7035 Participant Code: 720175.


FPAOC Chapter Study Group

Thursday
Jul
18
2019

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. There is no cost to attend, and parking is complimentary.


Allied Professionals Committee Meeting

Thursday
Jul
25
2019

4:00 pm - 5:00 pm
Location: Dorsey & Whitney LLC
600 Anton Blvd Ste 2000
Costa Mesa, CA  32626


Join the FPAOC Allied Professionals Committee to plan the Orange County Tax & Financial Forum, Allied Professionals Mixers, and other events. Contact Mark at AlliedProfessionals@FPAOC.org for more information.


FPAOC Membership Committee Meeting

Wednesday
Aug
14
2019

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 or at (562) 457-8253. Parking is validated.


Advisors in Transition Meeting

Wednesday
Aug
14
2019

5:30 pm - 7:30 pm
Location: Brown & Streza Training Room
40 Pacifica, Suite 1500
Irvine, CA  92618


Mergers and Acquisition Overview with Special Guest, Charles Sarvari, Senior Associate at Dimensional Fund Advisors

  • M+A Overview – What is going on in the industry, who is doing the majority of the deals, and what do these firms have in place.
  • Valuation & Financing: How to value businesses and what to look for from a buyers perspective, how deals are being done from a mechanics perspective.
  • Successful transitions and tips from observing successful transitions and the data we aggregate from the Benchmarking program.
  • Where firms are being found and timing of the transitions.

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.

Cost: $15 Online or $20 at the door. Parking and a light dinner are included.


FPAOC Chapter Study Group

Thursday
Aug
15
2019

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. There is no cost to attend, and parking is complimentary.


FPAOC Community Outreach Committee Meeting

Tuesday
Aug
20
2019

4:00 pm - 5:00 pm


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. For more information on location, contact Robert at communityoutreach@fpaoc.org or call into the meeting at Call In Number: 712-775-7035 Participant Code: 720175.


FPAOC Volunteer Development Committee Meeting

Wednesday
Aug
21
2019

3:00 pm - 4:00 pm
Location: Eclectic Associates
1021 W Bastanchury, Ste 120
Fullerton, CA  92833


Would you like help gather volunteers and recognize their hard work? Then join us on the Volunteer Development Committee. Contact Travis at volunteerdevelopment@fpaoc.org to confirm or for more information.


FPA Online Media Training

Thursday
Aug
22
2019

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

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

Additional dates include:
Thursday, November 21, 2019


Quarterly Education Meeting

Wednesday
Aug
28
2019

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


Join us for our next Quarterly Education meeting on Wednesday, August 28, 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 4.0 hours of CE for CFP® Professionals (pending) and 5.0 hours of CPA CPE.

Plus, mark your calendars now for our upcoming meetings:
(2019) November 20
(2020) February 12, May 13, August TBD, and November 4. 


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Save the Dates

2019 Quarterly Education Meetings: November 20

2020 Quarterly Education Meeting: February 12, May 13, August TBD, November 4