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 alliedprofessionals@fpaoc.org for more information.

 

Upcoming Allied Professionals Events

2020 Orange County Tax and Financial Forum – Virtual!

Tuesday
Oct
20
2020

8:30 am - 4:30 pm


You are invited to the third 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