In-person event

August 21, 2024 Quarterly Education Meeting

Santa Ana Elks Lodge - Off of 55 & Edinger


Online registration is now open. Seating is limited. Secure your spot today!


The Financial Planning Association of Orange County prides itself on hosting some of the world's top speakers in the industry. Our quarterly programming will elevate your financial planning know-how and help you be the best planner you can be. Expand your professional network and enjoy the camaraderie of friends and peers. Don’t miss our latest video. Check it out here!

Speakers for the August QEM include....

Savina Rizova

Co-Chief Investment Officer and Global Head of Research at Dimensional Fund Advisors LP

Indexing in a Series of Active Decisions

Approx. Start Time: 8:40am


Mercedes Schaffer

Investing in the OC

Strategic Portfolio Optimization: Learn to identify underperforming properties and reposition assets for maximum returns, using the latest market trends and legislative updates.

Check out Mercedes VIDEO

Approx. Start Time: 10am


Academic Research in the Psychology of Financial Planning

We will have three PhD candidates from Kansas State University provide synopses of their doctoral dissertations. The medley of CE sessions will be 25 minutes, each covering topics such as “Don’t Sweat the Big Stuff” (Tanya Staples MA CFP®), “Uniting Advisor Interest with Academic Research” (Donavan Sanchez MS CFP®), and “Political Affiliation, Elections, and Financial Consequences.” In March 2022, the CFP Board integrated the Psychology Planning into their testing on the CFP Exam. This session will explore various psychological aspects that affect planners and our clients. Our presenters are not merely students, rather they are CFP® practitioners and/or teaching academics. Expect an excellent learning experience.

Approx. Start Time: 11:05am


Christine Simone,Caribou

Everything You Need to Know About One of the Fastest Growing Areas of Comprehensive Planning 

Approx. Start Time: 1:15pm


Kevin Snyder

Preparing for the future and support for individuals with dementia and war time veterans

Approx. Start Time: 2:20pm


Join us for this great day of education and networking! 

- Learn and share best practices to achieve greater business success.

- Build your professional competency in practice of financial planning.

- Hear from some of the profession's most preeminent thought leaders.

- Learn about the latest tools and services from top companies that can help your business and clients.

- Connect with professionals of all demographics and professional backgrounds.

Be with your friends and colleagues! 

Education Planning
General Financial Planning Principles
Investment Planning
Psychology of Financial Planning