In-person event

November 20, 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!

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