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:

Quarterly Education Meeting

Wednesday
May
15
2019

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


Join us for our next Quarterly Education meeting on May 15, 2019, at the UCI Student Center. Plus, mark your calendars now for our upcoming 2019 meetings: August 28 and November 20.

Cost: FPA Members $30 | First-Time Visitors $30 | Non-Members $160
Lunch and Parking are included.

We anticipate offering 5.0 hours of CE for CFP® Professionals (pending) and 5.0 hours of CPA CPE.


FPAOC Community Outreach Committee Meeting

Tuesday
May
21
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.


New Member Breakfast

Wednesday
May
22
2019

7:30 am - 9:00 am
Location: Citrus Cafe
1481 Edinger Ave
Tustin, CA  


Breakfast is on us! Orange County Members, if you are new to our chapter (or have not attended a breakfast in the past), we invite you to join us for this special time. Get to know your board members, meet other new members, and find out how to make the most of your FPA Membership.


FPA Online Media Training

Thursday
May
23
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, August 22, 2019
Thursday, November 21, 2019


FPAOC Chapter Study Group

Thursday
May
23
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.


FPA Washington D.C. Advocacy Days

Wednesday
Jun
5
2019

All Day


​Register Now for June 5-6 FPA D.C. Advocacy Day!​

FPA Advocacy Day is an important opportunity for FPA members and leaders to gather on The Hill to continue the dialogue with federal policymakers about the financial planning profession while displaying FPA’s strength as the largest membership association for CERTIFIED FINANCIAL PLANNER™ professionals. Plan for a high energy, invigorating day that empower you to positively interact with policymakers to help advocate for issues that are crucial to practitioners of the financial planning community. Join us for our FPA Afternoon Symposium on Wednesday, June 5th and our Advocacy Day on June 6th.

As an Advocacy Day participant, the following will be provided:

  • Appointments with the offices of your representatives
  • Training webinar (on-line) one week prior to event
  • Advance talking points about FPA policies and priorities
  • Background and preparation materials for meetings
  • Networking opportunities
  • Included half-day educational symposium
  • Advocacy training breakfast
  • FPA PAC Reception with special invited guests
  • Sponsored dinner on Wednesday evening
  • Special room rate of $259 at the Hotel Liaison (limited room block for Tues/Weds/Thurs)
  • Registration fee of $115 will cover the symposium, scheduled meals, materials and training.
  • Please note that all members are responsible for their own travel expenses. Attendees will have meetings up to 5 p.m. on June 6th and we ask that you plan to make air travel for after 7 p.m. that day.

More information and registration here.


FPAOC Community Outreach Committee Meeting

Tuesday
Jun
18
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
Jun
20
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.


Partners Committee Meeting

Wednesday
Jul
10
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.


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.

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    Save the Dates

    2019 Quarterly Education Meetings:

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