CNL Securities Presents: How to Keep Your “Best” Clients During Extreme Volatility and Turmoil

Tuesday, April 21
11:00 AM Pacific

During this time of uncertainty, CNL’s Dr. John Rhodes will share ideas with you on how to keep your “best” clients, even during extreme volatility and turmoil. He will also share what other top advisors are doing to maintain their “best” clients.

Topics included in this webinar:
How to customize “head and heart” issues to serve your clients’ needs.
The ability to communicate your value.
How other advisors are working to keep their “best” … Read More

Producers Choice Network Offers FPA Members $400 CLTC Designation Cost

For more details: CLTC Offer PDF

FPAOC Gold Partner, Producers Choice Network, is helping members get a CLTC designation for just $400. For a limited time, members can learn how to engage clients in a discussion about long-term care that completely eliminates debilitating objections by delivering a plan to protect the client’s family from the emotional, physical and financial consequences of providing long-term care.

Discount Tuition Price for FPA Members with promo code PCNFPA20

Receive a $400 reimbursement credit upon … Read More

CFP® Practitioner FPA Members Needed to Provide One-On-One Virtual Financial Counseling

Get Ready to Help! Many of Our Orange County Friends and Neighbors Need Smart Financial Counseling Right Now!

Your FPAOC Community Outreach Committee is working hard behind the scenes putting together an opportunity to provide remote financial planning assistance to those in need. As soon as the program is ready to launch in the next week or so, we are going to need CFP® volunteers. We need you to be ready! If you have not taken FPA’s Pro Bono Financial … Read More

New Resources – Week of April 13th

Tuesdays@2:00 – Join the conversation with other FPAOC members as we share and strategize in today’s turbulent environment. We are lining up subject experts to kick off each meeting and help answer questions. We hope you will participate too – from client communications to business strategy to possible opportunities that may pop up, we welcome your questions and comments. Register here for Tuesday, April 14th, and see Chapter Events for additional dates.

FPA Volitility Center – – FPA is … Read More

COVID-19 Update – 04/07/2020

FPA of Orange County wants to support you as you cope with the recent turmoil in the markets stemming from the spread of COVID-19 (the Coronavirus). The association stands with its members as they navigate the realities of today’s landscape and will do its part to provide assistance.

Visit the FPA Volatility Resource Center to find frequently-updated member resources from our national office, and check back on the page for resources within our Orange County chapter and from our … Read More

Out of abundance of caution…

Dear FPA Orange County members,

I felt now was a good opportunity to speak to you about how COVID-19 has impacted the chapter and the actions the Board is taking to address potential concerns.

We received word late last week that UC Irvine has suspended all non-essential gatherings on campus until further notice. The May QEM (Quarterly Education Meeting) has been cancelled due to this policy. Those of you that had already registered should have received a notice of this … Read More