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:

NexGen Study Group

Thursday
May
2
2019

7:30 am - 8:30 am
Location: Cantor Fitzgerald Conference Room
660 Newport Center Drive, Ste 650
Newport Beach, CA  92660


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.

Topic for May 2nd: Divorce Planning. Special Guest Mark Prendergast will lead a discussion about QDRO and what to do and not do when a client is divorcing.

The NexGen Study Group is also scheduled to meet: July 11 and November 7.

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.

Allied Professionals Committee Meeting

Thursday
May
2
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.


 


Save the Dates

2019 Quarterly Education Meetings: November 20

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