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


7:30 am - 8:30 am
Location: Cantor Fitzgerald Conference Room
660 Newport Center Drive, Ste 650
Newport Beach, CA  92660

November’s Topic: Tax Update with Mark Prendergast

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 Community Outreach Committee Meeting


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


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.

Allied Professionals Fall Fling Mixer


5:30 pm - 7:30 pm
Location: Il Fornaio
18051 Von Karman Avenue
Irvine, CA  92612

Join us for FPA of Orange County’s Allied Professionals Fall Fling Mixer at Il Fornaio, in Irvine. Invite your colleagues, friends, and significant others to be a part of this fun evening too!

Cost is $20 and includes complimentary first drink and appetizers, plus complimentary valet parking. Cost at the door is $25/person.

Thank you to Dorsey & Whitney for their sponsorship of the 2019 FPA of Orange County Allied Professionals Mixers!

FPA Online Media Training


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.

FPAOC Chapter Study Group


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.

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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