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

2018 Orange County Tax and Financial Forum

Thursday
Oct
18
2018

8:00 am - 5:00 pm
Location: The Pacific Club, Newport Beach
4110 MacArthur Blvd
Newport Beach, CA  92660


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

Wednesday
Oct
24
2018

5:30 pm - 7:30 pm
Location: Fashion Island Hotel Newport Beach
690 Newport Center Drive
Newport Beach , CA  92660


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!

AiT addresses the needs and interests of members contemplating changes in the ownership, structure and oversight of their practices. We include advisors in the process of establishing independent practices, considering retirement or ownership transfers, addressing internal and external successions, and looking to grow their businesses for future transitioning to the next generation.
Allied Professionals welcomes individuals from all areas of financial planning, including CFP Professionals, CFAs, CPAs, estate attorneys, bank and insurance professionals, mortgage and trust professionals and more, as we work together to best serve our growing client base.