Join the Discussions

Chapter Study Group

At FPA of Orange County’s Chapter Study Group, you can meet with like-minded professionals for a roundtable discussion of current events, economics, clients, asset allocation, and many other financial planning topics. We meet to share practice management ideas, marketing, and other topics to help us grow professionally. The is no cost to attend, and parking is complimentary.

We welcome and encourage you to submit interesting topics and case scenarios for discussion. Please forward your submissions to Brian Ephraim.

Upcoming Dates:

December 5 Register
January 16 Register
February 20 Register
March 19 Register
April 16 Register
May 21 Register
June 18 Register
July 16 Register
August 20 Register
September 17 Register
October 15 Register
November 19 Register

Time: 2:00 – 3:30 PM
Location:
Compak Asset Management
1801 Dove Street, Newport Beach, CA 92660
Phone: 949-679-2500
For more information, contact Brian Ephraim

NexGen Study Group

Are you entering the Financial Planning Profession? Join us for the new NexGen Study Group! Whether you’d like to get to know others in the profession, strengthen your knowledge, or find an answer to a specific question, this group is for you. There is no cost to attend, and breakfast and parking are included.

Upcoming Dates:
January 9 Register
March 12 Register
May 7 Register
July 9 Register
November 12 Register

Time: 7:30 – 8:30 AM
Location:
Cantor Fitzgerald Conference Room
660 Newport Center Drive, Ste 650
Newport Beach, CA 92660
For more information, contact Leslie Rea