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

FPAOC Allied Professionals Pre-Valentine’s Mixer

Wednesday
Feb
13
2019

5:30 pm - 7:30 pm
Location: Il Fornaio
18051 Von Karman Avenue
Irvine, CA  92612


Join us for this special FPAOC Pre-Valentine’s Day Allied Professional Mixer at our new location, Il Fornaio, in Irvine. Bring your spouse or significant other at a reduced rate! Registration includes complimentary first drink and appetizers, plus free parking.

Mixer Registrant: $20
Spouse or Significant Other: $15
Cost at the door: $25/person


Allied Professionals Committee Meeting

Thursday
Mar
14
2019

4:00 pm - 5:00 pm
Location: Dorsey & Whitney LLC
600 Anton Blvd Ste 2000
Costa Mesa, CA  32626


Join the FPAOC Allied Professionals Committee to plan the Orange County Tax & Financial Forum, Allied Professionals Mixers, and other events. Contact Mark at AlliedProfessionals@FPAOC.org for more information.


Allied Professionals Committee Meeting

Thursday
May
2
2019

4:00 pm - 5:00 pm
Location: Dorsey & Whitney LLC
600 Anton Blvd Ste 2000
Costa Mesa, CA  32626


Join the FPAOC Allied Professionals Committee to plan the Orange County Tax & Financial Forum, Allied Professionals Mixers, and other events. Contact Mark at AlliedProfessionals@FPAOC.org for more information.


Allied Professionals Committee Meeting

Thursday
Aug
1
2019

4:00 pm - 5:00 pm
Location: Dorsey & Whitney LLC
600 Anton Blvd Ste 2000
Costa Mesa, CA  32626


Join the FPAOC Allied Professionals Committee to plan the Orange County Tax & Financial Forum, Allied Professionals Mixers, and other events. Contact Mark at AlliedProfessionals@FPAOC.org for more information.


Allied Professionals Committee Meeting

Thursday
Sep
5
2019

4:00 pm - 5:00 pm
Location: Dorsey & Whitney LLC
600 Anton Blvd Ste 2000
Costa Mesa, CA  32626


Join the FPAOC Allied Professionals Committee to plan the Orange County Tax & Financial Forum, Allied Professionals Mixers, and other events. Contact Mark at AlliedProfessionals@FPAOC.org for more information.


2019 Orange County Tax and Financial Forum

Wednesday
Oct
23
2019

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


You are invited to the second 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