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 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.


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.


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Save the Dates

2019 Quarterly Education Meetings:

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