Register today! 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!
Doors Open and Breakfast: 7:30am
Welcome & Pledge: 8:00am
Speakers for the February QEM include:
Paisley Nardini, CFA & CAIA, Simplify: Investment Strategies
Lawrence Pon, CFP®, CPA: Mr. Pon will review the latest income tax, estate tax, and retirement planning considerations under the OBBBA. He will review the efficacy of the Qualified Charitable Distribution (QCD) and how to take advantage of the new tax breaks added by the OBBBA. Also, for those who work for start-ups, investors in small businesses, or business owners, we will go over the new benefits for Qualified Small Business Stock.
Phillip (Felipe) Toews, CEO Portfolio Manager, Toews Asset Management
Wendy Leggett, Professional Certified Retirement Life Coach, PCC, CPRC,: Redefining Retirement: Expanding Readiness Beyond the Numbers - Retirement is more than a financial milestone. It’s a profound identity transition that influences a client’s confidence, behavior, and well-being. This session explores five essential non-financial factors that shape the retirement experience and help reveal what clients need for a more fulfilling next chapter.
Jenna Dillon, Executive Coach, PCC, Executive Performance Institute for Coaching:
Financial professionals often differentiate based on technical expertise, yet the advisors who consistently grow their professional development with a distinct capability: they know how to engage the human behind the balance sheet. This session explores how emotional intelligence fuels professional development by enhancing credibility, easing client anxiety, and enabling advisors to navigate pivotal conversations with integrity and precision. We will examine the intersection of behavioral finance and emotional attunement, showing how deeper interpersonal awareness leads to stronger advocacy, more aligned decision-making, and client relationships that compound in value over time. Attendees will walk away with practical insight into how EQ drives both immediate impact and long-term strategic growth.
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!