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:

Allied Professionals Fall Fling Mixer


5:30 pm - 7:30 pm
Location: Il Fornaio
18051 Von Karman Avenue
Irvine, CA  92612

Join us for FPA of Orange County’s Allied Professionals Fall Fling Mixer at Il Fornaio, in Irvine. Invite your colleagues, friends, and significant others to be a part of this fun evening too!

Cost is $20 and includes complimentary first drink and appetizers, plus complimentary valet parking. Cost at the door is $25/person.

Thank you to Dorsey & Whitney for their sponsorship of the 2019 FPA of Orange County Allied Professionals Mixers!

Quarterly Education Meeting


8:30 am - 4:00 pm
Location: UCI Student Center
A, 311 W Peltason Dr
Irvine, CA  92697

Join us for our next Quarterly Education meeting on Wednesday, November 20, 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 2020 meetings: February 12, May 13, August 26, and November 4. 

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.

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.

Southwest Financial Planners Conference 2020


All Day
Location: UCLA Conference Center
850 Willow Creek Road
Lake Arrowhead, CA  92352

Join us for the 2nd annual Southwest Financial Planners Conference! It’s a meeting of the minds in a most beautiful setting – the UCLA Conference Center January 24-26 in Lake Arrowhead, CA. It’s by financial planners for financial planners and allies, with great discussion and no distractions. Space is limited!

The cost will be $570 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.

Scheduled Speakers/Topics Include:

Video-conference with Harry Markowitz, Pioneer of Modern Portfolio Theory and Winner of the Nobel Prize in Economics
Dr. Martin Seay – Behavioral Finance Part 2
Divorce: Collaborative-Mediation-Litigation
Rick Kagawa – Running a Highly Successful Business
Curtis Kaiser – Purposeful Estate Planning
Improving Client presentations and conversations
A Hard Numbers Skills Session
Plus more:
Comparing Technology
Back By Popular Demand – Book Review in the Tavern
Optional Mountain Hike or Lakeside Stroll

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Save the Dates

2019 Quarterly Education Meetings: November 20

2020 Quarterly Education Meeting: February 12, May 13, August 26, November 4