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:

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.


Allied Professionals Committee Meeting

Thursday
Sep
5
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 Community Outreach Committee Meeting

Tuesday
Sep
17
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
Sep
19
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 All-Chapter Mixer

Wednesday
Sep
25
2019

5:30 pm - 8:30 pm
Location: Prego Mediterranean
2409 Park Ave
Tustin, CA  92782


Don’t miss FPA of Orange County’s All-Chapter Mixer! Come meet new connections and catch up with old friends at this special evening.  Invite your friends who need to be a part of this great organization.

Cost is $20 online/$25 at the door and includes complimentary first drink and appetizers. Parking is free.


Partners Committee Meeting

Wednesday
Oct
2
2019

4:00 pm - 5:00 pm
Location: Finance America Mortgage
23101 Lake Center Dr #250
Lake Forest, CA  92630


Join the Partners Committee to help our chapter’s corporate partners get the most out of their experience. All are welcome! First-time attendees confirm date and place with Doug Frazier at Partners@fpaoc.org.


FPAOC Community Outreach Committee Meeting

Tuesday
Oct
15
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
Oct
17
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.


2019 Orange County Tax and Financial Forum

Wednesday
Oct
23
2019

8:00 am - 5:00 pm
Location: The Pacific Club, Newport Beach
4110 MacArthur Blvd
Newport Beach, CA  92660


You are invited to the second annual Orange County Tax and Financial Forum, joining individuals in all areas of financial planning with top national tax and financial experts to grow business and successfully meet the needs of an expanding client base. Reserve your spot now!

Cost: FPA Members $50, Non-Members $70, Walk-Up $95
Lunch and Parking are included.
We anticipate offering CFP® CE, CPA CPE, and MCLE.
RSVP: By Wednesday, October 11, 2019


FPAOC Membership Committee Meeting

Wednesday
Nov
6
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.


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Save the Dates

2019 Quarterly Education Meetings: November 20

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