Category Archives: COVID-19

CNL Securities Presents: How to Keep Your “Best” Clients During Extreme Volatility and Turmoil

Tuesday, April 21
11:00 AM Pacific

During this time of uncertainty, CNL’s Dr. John Rhodes will share ideas with you on how to keep your “best” clients, even during extreme volatility and turmoil. He will also share what other top advisors are doing to maintain their “best” clients.

Topics included in this webinar:
How to customize “head and heart” issues to serve your clients’ needs.
The ability to communicate your value.
How other advisors are working to keep their “best” … Read More

CFP® Practitioner FPA Members Needed to Provide One-On-One Virtual Financial Counseling

Get Ready to Help! Many of Our Orange County Friends and Neighbors Need Smart Financial Counseling Right Now!

Your FPAOC Community Outreach Committee is working hard behind the scenes putting together an opportunity to provide remote financial planning assistance to those in need. As soon as the program is ready to launch in the next week or so, we are going to need CFP® volunteers. We need you to be ready! If you have not taken FPA’s Pro Bono Financial … Read More

New Resources – Week of April 13th

Tuesdays@2:00 – Join the conversation with other FPAOC members as we share and strategize in today’s turbulent environment. We are lining up subject experts to kick off each meeting and help answer questions. We hope you will participate too – from client communications to business strategy to possible opportunities that may pop up, we welcome your questions and comments. Register here for Tuesday, April 14th, and see Chapter Events for additional dates.

FPA Volitility Center – – FPA is … Read More

COVID-19 Update – 04/07/2020

FPA of Orange County wants to support you as you cope with the recent turmoil in the markets stemming from the spread of COVID-19 (the Coronavirus). The association stands with its members as they navigate the realities of today’s landscape and will do its part to provide assistance.

Visit the FPA Volatility Resource Center to find frequently-updated member resources from our national office, and check back on the page for resources within our Orange County chapter and from our … Read More