FPAOC Chapter Study Group


2:00 pm - 3:30 pm

At FPA of Orange County’s Chapter Study Group, you can meet with other professionals via Zoom for a friendly roundtable discussion of current events, economics, clients, asset allocation, and other financial planning topics. We also share practice management ideas, marketing, and additional topics pertaining to our businesses.

Once you register, you will receive Zoom information. And prior to the meeting, you will receive an agenda and articles for you to review that will be discussed.

You are welcome to add topics to the agenda and /or bring new topics to the meetings. Please forward your submissions to Brian Ephraim. There is no cost to attend.

2.18 Materials