______________________________________________________________________________________
FPAOC Membership Committee Meeting
Wednesday, December 10, 2025
7:30am
Committee meetings are open to all members!
Email Kaity Van Amersfort at admin@fpaoc.org to be added to a committee meeting.
______________________________________________________________________________________
FPAOC Programs Committee Meeting
Wednesday, December 10, 2025
10am
Committee meetings are open to all members!
Email Kaity Van Amersfort at admin@fpaoc.org to be added to a committee meeting.
______________________________________________________________________________________
FPAOC Allied Committee Meeting
Monday, December 22, 2025
3pm
Committee meetings are open to all members!
Email Kaity Van Amersfort at admin@fpaoc.org to be added to a committee meeting.
______________________________________________________________________________________
January 2026 Study Group (Virtual or In Person)
January 15, 2026, 2pm-3:30pm
Meet with other professionals for a friendly roundtable discussion of current events, economics, clients, asset allocation, and other financial planning topics. We also share practice management ideas, marketing, and additional topics pertaining to our businesses. And prior to the meeting, you will receive an agenda and articles.
In person at
Compak Asset Management
1801 Dove St, Newport Beach, CA 92660
______________________________________________________________________________________
February 2026 Study Group (Virtual or In Person)
February 19, 2026, 2pm-3:30pm
Meet with other professionals for a friendly roundtable discussion of current events, economics, clients, asset allocation, and other financial planning topics. We also share practice management ideas, marketing, and additional topics pertaining to our businesses. And prior to the meeting, you will receive an agenda and articles.
In person at
Compak Asset Management
1801 Dove St, Newport Beach, CA 92660
Registration coming soon.
______________________________________________________________________________________
March 2026 Study Group (Virtual or In Person)
March 19, 2026, 2pm-3:30pm
Meet with other professionals for a friendly roundtable discussion of current events, economics, clients, asset allocation, and other financial planning topics. We also share practice management ideas, marketing, and additional topics pertaining to our businesses. And prior to the meeting, you will receive an agenda and articles.
In person at
Compak Asset Management
1801 Dove St, Newport Beach, CA 92660
Registration coming soon.
______________________________________________________________________________________
April 2026 Study Group (Virtual or In Person)
April 16, 2026, 2pm-3:30pm
Meet with other professionals for a friendly roundtable discussion of current events, economics, clients, asset allocation, and other financial planning topics. We also share practice management ideas, marketing, and additional topics pertaining to our businesses. And prior to the meeting, you will receive an agenda and articles.
In person at
Compak Asset Management
1801 Dove St, Newport Beach, CA 92660
Registration coming soon.
______________________________________________________________________________________
May 2026 Study Group (Virtual or In Person)
May 21, 2026, 2pm-3:30pm
Meet with other professionals for a friendly roundtable discussion of current events, economics, clients, asset allocation, and other financial planning topics. We also share practice management ideas, marketing, and additional topics pertaining to our businesses. And prior to the meeting, you will receive an agenda and articles.
In person at
Compak Asset Management
1801 Dove St, Newport Beach, CA 92660
Registration coming soon.
______________________________________________________________________________________
June 2026 Study Group (Virtual or In Person)
June 18, 2026, 2pm-3:30pm
Meet with other professionals for a friendly roundtable discussion of current events, economics, clients, asset allocation, and other financial planning topics. We also share practice management ideas, marketing, and additional topics pertaining to our businesses. And prior to the meeting, you will receive an agenda and articles.
In person at
Compak Asset Management
1801 Dove St, Newport Beach, CA 92660
Registration coming soon.
______________________________________________________________________________________
July 2026 Study Group (Virtual or In Person)
July 16, 2026, 2pm-3:30pm
Meet with other professionals for a friendly roundtable discussion of current events, economics, clients, asset allocation, and other financial planning topics. We also share practice management ideas, marketing, and additional topics pertaining to our businesses. And prior to the meeting, you will receive an agenda and articles.
In person at
Compak Asset Management
1801 Dove St, Newport Beach, CA 92660
Registration coming soon.
______________________________________________________________________________________
NexGen Events
Our “NexGen” group is a sub-community of FPA geared toward aspiring and early-career CFP® professionals. We envision our group to be a place where those who are still learning and growing as professionals can come to network and learn from those who have gone before us. Learn more about these meetings.