In-person event

May 2023 Quarterly Education Meeting

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Santa Ana Elks Lodge- Off of the 55 & Edinger

**First time attendees- receive complimentary registration.** Email admin@fpaoc.org for your discount code.

First presentation scheduled to begin at 8:30am.

Being held live at: Santa Ana Elks Lodge: 1751 S Lyons, Santa Ana, CA 92705

Light Breakfast, Lunch, Beverages, and Desserts!

Presentations are scheduled throughout the day. Doors will open at 7:30am and we will start promptly at 8:30am.

Cost: FPA Members $40 | Non-Members $100

Current Students, FPAOC Passholders, & Partners - You're discount code will get you complimentary access to the QEM. Contact Admin@FPAOC.org if you have any questions. We anticipate offering 5.0 hours CE for CFP® Professionals and 5.0 hours CPA. Two hours of the five are for ethics. 

7:30 am - Doors Open

8:30 am- Welcome and Pledge

 

Topic
Education Planning
Ethics
General Financial Planning Principles
Investment Planning
Psychology of Financial Planning
Research