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 Volunteer Development Committee Meeting

Tuesday
Nov
10
2020

3:00 pm - 4:00 pm


FPAOC members, join us as we work to grow our chapter! We recognize member involvement, expand our volunteer base, and plan our holiday party. Contact Travis McShane for more information and to confirm time and location.


NexGen Study Group

Thursday
Nov
12
2020

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.

This month’s topic: Year-End Tax Planning with Mark Prendergast

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.

FPA Online Media Training

Wednesday
Nov
18
2020

1:00 pm - 2:30 pm


​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​Become a “go to” source for journalists looking for information and commentary on personal finance, financial planning and the profession! FPA members can attend media training programs through their chapters or they can now participate in organization-wide virtual trainings that are to be held throughout the year.

Each 90-minute media training program, conducted by FPA Managing Director of External Communications and and Public Outreach Ben Lewis, covers the essentials in working with journalists. Not only is media training mandatory for all CFP® members who want to receive FPA media queries, but the information will enable you to effectively approach media relations within your own business!​

Please register below. You will receive a confirmation email with the login details from Zoom immediately following. If you don’t receive the email, please be sure to check your spam/junk/clutter folders then reach out to Ben Lewis.


FPAOC Chapter Study Group

Thursday
Nov
19
2020

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. Please forward your submissions to Brian Ephraim. There is no cost to attend, and parking is complimentary.


1 2 3

 


Save the Dates

2020 Quarterly Education Meetings: August 26 and November 4