Upcoming Chapter Events

Join us for one of our upcoming events.

May Study Group - In-Person Only

Thursday, May 23, 2024, 2pm - 3:30pm

Location: Compak Asset Management
1801 Dove St. Newport Beach, CA 92660

Register Here

______________________________________________________________________________________

FPA-OC & CFA Society Orange County 4th Annual Golf Tournament

Thursday, June 6, 2024, 7:30am (Registration) to 6pm

Tijeras Creek Golf Club, 29082 Tijeras Creek, Rancho Santa Margarita, CA 92688

Join us for a great day of golf, prize drawings, putting contests, food and drinks. Sponsorships are available!

Register Here

______________________________________________________________________________________

June: NexGen Social Event & Game at Angels Stadium

June 7, 2024, time TBA

Cost: $15pp

Register here!

______________________________________________________________________________________

June 2024 New Member Breakfast (Capacity: 8 people)

Wednesday, June 12, 2024, 7:30am - 8:30am

Location: 940 South Coast Drive, Suite 125, Costa Mesa, CA 92626

Join us and network with FPAOC! New Members: Get acquainted with FPAOC at our New Member Breakfast! Join us to learn about utilizing your benefits, and how to get the most out of your membership! Free for all, light breakfast included! Limited to 8 people max!

Register Here

______________________________________________________________________________________

June Study Group - Virtual Only

Thursday, June 20, 2024

2pm - 3:30pm

Register Here

______________________________________________________________________________________

Trivia Night with Orange County Estate Planning Council

June 24, 2024, 5pm

Bottle Logic, 1072 N. Armando St. Anaheim, CA 92806

The FPAOC & OCEPC are joining forces to help you connect and create the professional relationships that help you and your clients succeed! 

Register Here

______________________________________________________________________________________

July 2024 CFP Exam

July 9 - 16, 2024

Registrations opens: February 14, 2024 (Education verification deadline: June 18, 2024).

Register Here

______________________________________________________________________________________

July Study Group - Virtual Only

Thursday, July 18

2pm - 3:30pm

Register Here

______________________________________________________________________________________

FPA Summer Fun! Allied & Membership Community Event
Thursday, July 18, 5 to 7pm

$50 per member
$75 per non-member

Location: Madero 1899
111 N Harbor Blvd, Fullerton, CA 92832

Learn More and Register Here

RSVP by July 13
No Refunds for no shows or cancellations

______________________________________________________________________________________

August Study Group - In Person Only

Thursday, August 15, 2024

2pm - 3:30pm

Location: TBA

Register Here

______________________________________________________________________________________

August 2024 Quarterly Education Meeting - In-Person Only

Wednesday, August 21, 2024

Meeting: 8am - 4pm | Happy Hour: 4pm - 5pm

Location: Santa Ana Elks, 1751 S Lyon St, Santa Ana, CA

First presentation scheduled to begin at 8:30am, doors will open at 7:30am. Light Breakfast, Lunch, Beverages, and Desserts!

Cost: FPA Members $60 | Non-Members $160 | First-Time Attendees: $25. Current Students, FPAOC Passholders, & Partners - Your discount code will get you complimentary access to the QEM.

Register Here

______________________________________________________________________________________

September 2024 New Member Breakfast

Wednesday, September 11, 2024, 7:30am - 8:30am

Park Bistro, 1 Park Plaza, Suite 165, Irvine, CA 92614

Join us and network with FPAOC! New Members: Get acquainted with FPAOC at our New Member Breakfast! Join us to learn about utilizing your benefits, and how to get the most out of your membership! Free for all, light breakfast included!

Register Here

______________________________________________________________________________________

September Study Group - Virtual Only

Thursday, September 19, 2024

2pm - 3:30pm

Register Here

______________________________________________________________________________________

October Study Group - Virtual Only

Thursday, October 17, 2024

2pm - 3:30pm

Register Here

______________________________________________________________________________________

November 2024 CFP Exam

November 6 - 13, 2024

Registrations opens: June 14, 2024 (Education verification deadline: October 17, 2024).

Register Here

______________________________________________________________________________________

November 2024 Quarterly Education Meeting - In-Person Only

Wednesday, November 20, 2024

Meeting: 8am - 4pm | Happy Hour: 4pm - 5pm

Location: Santa Ana Elks, 1751 S Lyon St, Santa Ana, CA

First presentation scheduled to begin at 8:30am, doors will open at 7:30am. Light Breakfast, Lunch, Beverages, and Desserts!

Cost: FPA Members $60 | Non-Members $160 | First-Time Attendees: $25. Current Students, FPAOC Passholders, & Partners - Your discount code will get you complimentary access to the QEM.

Register Here

______________________________________________________________________________________

December Study Group - Virtual Only

Thursday, December 5, 2024

2pm - 3:30pm

Register Here

______________________________________________________________________________________

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.