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.

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

Upcoming Dates:

November 19 Register

Time: 2:00 – 3:30 PM
Location: Via Zoom

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.

Upcoming Dates:
November 12 Register – Via Zoom!

Time: 7:30 – 8:30 AM
Location: Via Zoom

For more information, contact Leslie Rea