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:

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 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.


NexGen Study Group

Thursday
Nov
7
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.

  • FPAOC Volunteer Development Committee Meeting

    Wednesday
    Nov
    13
    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
    Nov
    21
    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.


    FPAOC Chapter Study Group

    Thursday
    Dec
    5
    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.


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    Save the Dates

    Upcoming Quarterly Education Meetings:

    2019 – February 27, May 15 (Note new date!), August 28, and November 20