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:

FPA Online Media Training


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

FPAOC Chapter Study Group


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.

NexGen Social


5:30 pm - 7:30 pm
Location: Left Coast Distillery and Smokehouse
6652 Irvine Center Dr
Irvine, CA  92618

New to the Financial Planning profession? Join us for the first NexGen Social of the year at the new Left Coast Distillery and Smokehouse. Cost $20 and includes 1st drink and appetizers. Bring your friends!


Save the Dates

2019 Quarterly Education Meetings: November 20

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