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 Mixer

Thursday
Apr
23
2020

5:30 pm - 7:30 pm
Location: Yard House Fashion Island
849 Newport Center Drive
Newport Beach, CA  92660


Join old friends and new at the FPAOC NexGen after-work mixer.

Meet on the patio at the popular Yard House in Fashion Island – appetizers and first drink are included!

Cost is $15 and includes appetizers and first drink. Parking is free.

Note: If you would like to use the free mixer included in your 2020 Quarterly Meeting Pass, email admin@fpaoc.org instead of registering online.


FPAOC Membership Committee Meeting

Wednesday
Apr
29
2020

7:30 am - 8:30 am
Location: Bistro 24
1 Park Plaza
Irvine, CA  92614


Join us for a cup of coffee at the Membership Committee Meeting! New volunteers are welcome. Meet at the conference table at the back of the restaurant. Restaurant will validate parking. Contact Lilly McBee for more information.


WiFi: Women in Finance Nordstrom Night

Thursday
Apr
30
2020

5:30 pm - 7:30 pm
Location: Ruscello at Nordstrom South Coast Plaza
3333 Bristol Street
Costa Mesa, CA  92626


Mmm…we are going back to Ruscello, the restaurant at Nordstrom South Coast Plaza, for their delicious appetizers and great wine! Their patio will be a perfect place to meet up – you won’t want to miss this evening. Our event will include networking with other women in Financial Planning, Insurance, CPA/Tax, Law, Mortgage, and more.

Cost: $25.00 (Only 50 spots available) Food and Drinks Included, Parking is Free.

Meet other professionals who can help you build your business – reserve your spot today!

NexGen Study Group

Thursday
May
7
2020

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.

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.

FPAOC Volunteer Development Committee Meeting

Tuesday
May
19
2020

3:00 pm - 4:00 pm
Location: Bootlegger’s Brewery
130 S Highland Avenue
Fullerton, CA  92832


FPAOC members, join us as we work to grow our chapter! We recognize member involvement, expand our volunteer base, and plan our holiday party. Contact Travis McShane for more information.


FPA Online Media Training

Wednesday
May
20
2020

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!​

To sign-up for one of the scheduled FPA virtual trainings, simply select the date below and complete the registration form. 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.


FPAOC Chapter Study Group

Thursday
May
21
2020

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. Please forward your submissions to Brian Ephraim. There is no cost to attend, and parking is complimentary.


FPAOC Community Outreach Committee Meeting

Wednesday
May
27
2020

4:00 pm - 5:00 pm
Location: Compak Asset Management
1801 Dove Street
Newport Beach, CA  92660


Are you interested in sharing financial planning and financial education with the residents of Orange County? Or are you already active with a community organization? Come find out how you can get involved with the many activities in progress at the next Community Outreach meeting!

While in-person attendance is appreciated, you are welcome to use our call-in number: 712-775-7035 PIN: 720175

For more information, contact Mark at CommunityOutreach@FPAOC.org.


FPAOC Chapter Study Group

Thursday
Jun
18
2020

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. Please forward your submissions to Brian Ephraim. There is no cost to attend, and parking is complimentary.


FPAOC Community Outreach Committee Meeting

Wednesday
Jun
24
2020

4:00 pm - 5:00 pm
Location: Compak Asset Management
1801 Dove Street
Newport Beach, CA  92660


Are you interested in sharing financial planning and financial education with the residents of Orange County? Or are you already active with a community organization? Come find out how you can get involved with the many activities in progress at the next Community Outreach meeting!

While in-person attendance is appreciated, you are welcome to use our call-in number: 712-775-7035 PIN: 720175

For more information, contact Mark at CommunityOutreach@FPAOC.org.


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Save the Dates

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