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
Jul
11
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. 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.

  • FPAOC Community Outreach Committee Meeting

    Tuesday
    Jul
    16
    2019

    4:00 pm - 5:00 pm


    Are you interested in sharing financial education with Orange County? Would you like to give back? Join in the activities of the FPAOC Community Outreach Committee. For more information on location, contact Robert at communityoutreach@fpaoc.org or call into the meeting at Call In Number: 712-775-7035 Participant Code: 720175.


    FPAOC Chapter Study Group

    Thursday
    Jul
    18
    2019

    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.


    Allied Professionals Committee Meeting

    Thursday
    Aug
    1
    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.


    FPAOC Membership Committee Meeting

    Wednesday
    Aug
    14
    2019

    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. Contact Jared Tanimoto at membership@fpaoc.org or at (562) 457-8253. Parking is validated.


    FPAOC Chapter Study Group

    Thursday
    Aug
    15
    2019

    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.


    FPAOC Community Outreach Committee Meeting

    Tuesday
    Aug
    20
    2019

    4:00 pm - 5:00 pm


    Are you interested in sharing financial education with Orange County? Would you like to give back? Join in the activities of the FPAOC Community Outreach Committee. For more information on location, contact Robert at communityoutreach@fpaoc.org or call into the meeting at Call In Number: 712-775-7035 Participant Code: 720175.


    FPAOC Volunteer Development Committee Meeting

    Wednesday
    Aug
    21
    2019

    3:00 pm - 4:00 pm
    Location: Eclectic Associates
    1021 W Bastanchury, Ste 120
    Fullerton, CA  92833


    Would you like help gather volunteers and recognize their hard work? Then join us on the Volunteer Development Committee. Contact Travis at volunteerdevelopment@fpaoc.org to confirm or for more information.


    FPA Online Media Training

    Thursday
    Aug
    22
    2019

    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, November 21, 2019


    FPAOC Advocacy Committee Meeting

    Wednesday
    Sep
    4
    2019

    3:00 pm - 4:00 pm
    Location: Sterling Wealth Partners
    17332 Irvine Blvd Ste 130
    Tustin, CA  92780


    Would you like to get involved in working with legislative issues that affect financial planners and talk with our elected officials about them? First-time attendees please confirm date and time with Jim at Advocacy@FPAOC.org.


    1 2 3 4

     


    Save the Dates

    2019 Quarterly Education Meetings:

    February 27, May 15, August 28, and November 20