Chapter Events

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!

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 Doug Frazier at Partners@fpaoc.org.

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.

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.

Join us for this special FPAOC Pre-Valentine’s Day Allied Professional Mixer at our new location, Il Fornaio, in Irvine. Bring your spouse or significant other at a reduced rate! Registration includes complimentary first drink and appetizers, plus free parking.

Mixer Registrant: $20
Spouse or Significant Other: $15
Cost at the door: $25/person

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 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, May 23, 2019
Thursday, August 22, 2019
Thursday, November 21, 2019

Join us for our next Quarterly Education meeting on November 14, 2018, at the UCI Student Center. Plus, mark your calendars now for our 2019 meetings: February 27, May 15, August 28, and November 20.

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

We anticipate offering 4.0 hours of CE for CFP® Professionals (pending), 5.0 hours of CPA CPE, and 1.0 hours CA Insurance (pending).

Would you like to get involved in working with legislative issues that affect financial planners and talk with our elected officials about them? Advocacy Committee Meeting to be held during lunch at the Quarterly Meeting. Check with Jim at Advocacy@FPAOC.org for more information.

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 4th to gather with other FPA members from throughout the state. On Tuesday, March 5th, 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 at advocacy@fpaoc.org for more information.