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:

Advisors in Transition (AiT) Meeting


12:00 pm - 1:30 pm

5 Key Reasons Why Advisors Need a Succession Plan Today

Planning for clients has always been the #1 goal, but less than 50% of advisors have a succession plan in place, even during a pandemic. How might an unanticipated sudden or gradual change impact your practice, clients and lifestyle?
Preparing for your next 1, 3, or 5+ years requires thoughtful planning, emotional checkpoints and realistic expectations in good and unexpected times.

Hear five key points and action items on how to be proactive with your planning. In this interactive webinar you will learn:

  • What impact Covid had on valuations this year
  • What adjustments are savvy advisors making in their practices
  • What are the biggest assumptions which can hurt your ultimate goals
With special guest Suzanne Patrick-Lawrence

FPA Online Media Training


1:00 pm - 2:30 pm

​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​Become a “go to” source for journalists looking for information and commentary on personal finance, financial planning and the profession! FPA members can attend media training programs through their chapters or they can now participate in organization-wide virtual trainings that are to be held throughout the year.

Each 90-minute media training program, conducted by FPA Managing Director of External Communications and and Public Outreach Ben Lewis, covers the essentials in working with journalists. Not only is media training mandatory for all CFP® members who want to receive FPA media queries, but the information will enable you to effectively approach media relations within your own business!​

Please register below. You will receive a confirmation email with the login details from Zoom immediately following. If you don’t receive the email, please be sure to check your spam/junk/clutter folders then reach out to Ben Lewis.


Save the Dates

2021 Quarterly Education Meetings: February 24, May 19, August 18, and November 3