FPA of Orange County is Offering Free VIRTUAL Financial Planning

April 17 Virtual Planning Day Event

April is Financial Literacy Month, and we believe it is important that all members of the community have access to financial literacy education so they can make strong, informed financial decisions. This free event will feature a variety of presentations designed to help individuals improve financial outcomes in their lives.

Keynote Speaker: Feroz Ansari, Senior Principal and Portfolio Manager at Compak Asset Management in Newport Beach, CA. Feroz’ presentation will cover the latest ideas from positive psychology and behavioral finance with the goal to enhance one’s life experience. Happiness can be realized! Financial health and happiness are related, and attendees will learn how to achieve both!

Other sessions will include $mart Money Decisions, Financial Priorities for Every Life Stage, Retirement Income Planning and Paying for College. All sessions are free to the public.

Agenda

10:00am – 11:15am Financial Health & Happiness

Feroz Ansari, CFP® is Senior Principal and Portfolio Manager at Compak Asset Management. He serves on the Board of Advisors of University of California, Irvine’s Center for Investment and Wealth Management.

11:30am – 12:45pm Smart Money Decisions for Today’s Economy

Delia Fernandez, CFP® is a Personal Financial Planner and Registered Investment Advisor. She is a member of the Advisory Board for University of California, Irvine’s Personal Financial Planning Certificate Program, and teaches the Survey of Financial Planning course for the Certificate Program.

1:00pm – 2:15pm Am I on Track? Financial Priorities for Every Stage of Life

Mark Wilson, CFP® is a Personal Financial Planner, Registered Investment Advisor and former Lecturer in the University of California, Irvine’s Personal Financial Planning Certificate Program.

2:30pm – 3:30pm Retirement Income Planning (Breakout Session)

Mark Phillps, CFP® is a Personal Financial Planner and Registered Investment Advisor. He is an Adjunct Professor in the Personal Financial Planning Program at California State University, Fullerton & Chair of the Community Outreach committee of the Financial Planning Association Orange County.

2:30pm – 3:30pm College Education Funding (Breakout Session)

Laurie Dubchansky, CFP® is a Personal Financial Planner and Registered Investment Advisor. She serves as Chair of the Pro Bono sub-committee of the Financial Planning Association Orange County.

Register

Virtual One-on-Ones

In this time of economic turmoil, FPA of Orange County’s Certified Financial Planner™ professionals are offering no cost virtual one-on-one financial planning sessions. We can help you with:

• Covid-19 Relief • Budgeting • Debt Management
• Insurance/Work Benefits • Investment Management • Tax Management
• Beneficiaries/Estate Planning • College Expense Planning

 

There will be NO SELLING of any investment products or services. Meetings will be done online.

Schedule

Meetings must be scheduled a minimum of two days in advance and will be limited to 45 minutes. Your volunteer financial planner will email you with any additional information you will need for your meeting, including video conference details and any reference material. You may cancel or reschedule your meeting at any time.

Webinars

FPA of Orange County has developed a free webinar series: Essentials of Financial Literacy. This educational series is comprised of four 1-hour webinars:

Designing a Budget to Achieve Financial Success

Building Credit and Managing Debt

The Importance of Saving and Investing

The Basics of Home Ownership and Protecting Your Assets

 

Upcoming Webinar Schedule

Designing a Budget to Achieve Financial Success – Saturday, May 1st: 10:00 – 11:00 am

Building Credit and Managing Debt – Saturday, May 8th: 10:00 – 11:00 am

The Importance of Saving and Investing – Saturday, May 15th: 10:00 – 11:00 am

The Basics of Home Ownership and Protecting Your Assets – Saturday, May 22nd: 10:00 – 11:00 am

Register

Only one registration is required for all events. Feel free to attend any or all sessions. After registering, you will receive an email containing information about joining the webinar. If you do not have the Zoom App on your computer or mobile device, you will be asked to download it upon entering the webinar.

Downloads/Resources

Nerd Wallet Budget Worksheet PDF CFPB Credit Report Review Checklist PDF
Nerd Wallet Budget Worksheet xls Building Wealth – Federal Reserve Bank of Dallas (Spanish) PDF
Goals Worksheet PDF Building Wealth – Federal Reserve Bank of Dallas (English) PDF
Goals Worksheet xls
Debt Management Worksheet PDF
Debt Management Worksheet xls
Balance Sheet PDF
Balance Sheet xls