Welcome to FPAOC’s Allied Professionals
We believe that bringing together individuals involved in all areas financial planning in a team approach greatly benefits the clients of all. We strive to achieve this through educational events, networking and other collaborative efforts. FPA of Orange County actively reaches out to allied professional groups throughout Southern California, and we welcome you to join us. Contact firstname.lastname@example.org for more information.
Upcoming Allied Professionals Events
2018 Orange County Tax and Financial Forum
You are invited to the first 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 10, 2018
Advisors in Transition (AiT) and Allied Professionals Joint Mixer
Join us for a join mixer of Advisors in Transition (AiT) and Allied Professionals. Cost is $20 online, $25 at the door, and includes valet parking, appetizers, and first beverage. Attendees receive 30% off dinner at Oak Grill at the hotel!
WiFi: Women in Finance Mixer
Women in all areas of financial planning are invited to join this great time of connecting and building relationships to better your business. Relax after work with a glass of wine and good conversation!
Valet parking, appetizers, and first drink are included
Plus, 30% Off Dinner at Oak Grill After the Mixer!
Cost: $20 Online, $25 at the door