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 our November QEM include...
Gabriella Santos, Managing Director, Chief Market Strategist, JP Morgan Asset Management
Guide to the Markets: Investing in a normalizing economy
Jeffrey Levine, KITCES
Principles of Tax Planning for Financial Advisors
Samuel Deane
Equity Compensation
Hines 721 and 1031 exchanges, Speaker TBD
Matthew Andersen, Vice President of LTCi & Medicare, CPS Insurance Services
What's Your Plan: The Fundamentals of LTC Planning
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!