May 18 Quarterly Education Meeting

9am Start TimeFirst presentation scheduled to begin at 9:10am. Doors open at 8am.

Being held live at: Mariners Conference Center, Irvine. 5001 Newport Coast Drive, Irvine, CA 92603

Light Breakfast &  Lunch Included

Cost: FPA Members $30 | Non-Members $50

Register here. 

Virtual Registration is available for those who wish to join us remotely. We will be using Eventee for our virtual attendees. This app will stream our sessions, will have our agenda ready for download, and have a link to our survey where you can submit information to ensure you get CE credit. We are updating this page and a link will be sent to virtual attendees shortly.

Current Students, FPAOC Passholders, & Partners - You're discount code will get you complimentary access to the QEM. Contact if you have any questions.

We anticipate offering 5.0 hours CE for CFP® Professionals and 5.0 hours CPA.

Register here. 

Welcome & Pledge: 9am
President’s Message: 9:05am

Session 1: Advanced Beneficiary Planning with Ruth Raftery & Jeff Hoenle

Sessions 2 & 3: Survey of Research in Client Well Being

Session 2:

a) Financial Behaviors, Worry, and the Student Loan Debt Burden of Emerging Adults

b) The Changes and Grief Model for Financial Guidance of Widows

c) Financial Self-Efficacy and Retirement Preparation

Speakers Include: Tim Sturr, MSM, Jodi Krausman, CPA, Mindy Joseph, CFP®

Session 3:

a) The Effect of Financial Education on Financial Health

b) The Relationship Between Luxury Consumption and Savings Behavior of

the Middle Class

c) Identifying Financial Risks for Clients

Speakers Include: Ives Machiz, MBA, CFP®, Christina Lynn, MS, CFP®, AFC® CDFC®, CDAA , Matthew Russell, MBA

Session 4: Variables That Matter in Retirement Portfolio Survival with Craig Israelsen

Session 5: Keynote Speaker- Phil Huber - The Allocators Edge: Alternative Investments and the Future of Diversification

In-person attendees receive a copy of Phil's new book!

3:45pm: Raffles & Closing Remarks
 4:00pm: Happy Hour at Zov’s – 21123 Newport Coast Drive

Register here. 

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