Upcoming 2022 Chapter Events
FPAOC January 2022 Study Group
Thursday, January 20
2:00-3:30pm PST | VIRTUAL
Meet with other professionals via Zoom for a friendly roundtable discussion of current events, economics, clients, asset allocation, and other financial planning topics. We welcome and encourage you to submit interest topics and case scenarios for future discussions to Brian Ephraim.
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FPAOC Q1 Quarterly Education Meeting
Wednesday, February 16
8:00am - 5:00pm PST | IN-PERSON & VIRTUAL OPTION
This will be held in person at the Mariners Conference Center, Irvine, CA. More details coming soon.
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FPAOC February 2022 Study Group
Thursday, February 24
2:00 - 3:30pm PST | VIRTUAL
Meet with other professionals via Zoom for a friendly roundtable discussion of current events, economics, clients, asset allocation, and other financial planning topics. We welcome and encourage you to submit interest topics and case scenarios for future discussions to Brian Ephraim. Details of topic to come soon.
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FPAOC March 2022 Study Group
Thursday, March 17
2:00 - 3:30pm PST | VIRTUAL
Meet with other professionals via Zoom for a friendly roundtable discussion of current events, economics, clients, asset allocation, and other financial planning topics. We welcome and encourage you to submit interest topics and case scenarios for future discussions to Brian Ephraim. Details of topic to come soon.
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FPAOC April 2022 Study Group
Thursday, April 21
2:00 - 3:30pm PST | VIRTUAL
Meet with other professionals via Zoom for a friendly roundtable discussion of current events, economics, clients, asset allocation, and other financial planning topics. We welcome and encourage you to submit interest topics and case scenarios for future discussions to Brian Ephraim. Details of topic to come soon.
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FPAOC Q2 Quarterly Education Meeting
Wednesday, May 18
8:00am - 5:00pm PST | IN-PERSON & VIRTUAL OPTION
Event will be held at the Mariner's Conference Center in Irvine, CA. More details coming soon.
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FPAOC May 2022 Study Group
Thursday, May 26
2:00pm - 3:30pm PST | VIRTUAL
Meet with other professionals via Zoom for a friendly roundtable discussion of current events, economics, clients, asset allocation, and other financial planning topics. We welcome and encourage you to submit interest topics and case scenarios for future discussions to Brian Ephraim. Details of topic to come soon.
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FPAOC June 2022 Study Group
Thursday, June 16
2:00 - 3:30pm PST | VIRTUAL
Meet with other professionals via Zoom for a friendly roundtable discussion of current events, economics, clients, asset allocation, and other financial planning topics. We welcome and encourage you to submit interest topics and case scenarios for future discussions to Brian Ephraim. Details of topic to come soon.
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FPAOC July 2022 Study Group
Thursday, July 21
2:00 - 3:30pm PST | VIRTUAL
Meet with other professionals via Zoom for a friendly roundtable discussion of current events, economics, clients, asset allocation, and other financial planning topics. We welcome and encourage you to submit interest topics and case scenarios for future discussions to Brian Ephraim. Details of topic to come soon.
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FPAOC Q3 Quarterly Education Meeting
Wednesday, August 17
8:00am - 5:00pm PST | IN-PERSON & VIRTUAL OPTION
Event to be held at the Mariner's Conference Center in Irvine, CA. More details coming soon.
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FPAOC August 2022 Study Group
Thursday, August 25
2:00 - 3:30pm PST | VIRTUAL
Meet with other professionals via Zoom for a friendly roundtable discussion of current events, economics, clients, asset allocation, and other financial planning topics. We welcome and encourage you to submit interest topics and case scenarios for future discussions to Brian Ephraim. Details of topic to come soon.
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FPAOC September 2022 Study Group
Thursday, September 15
2:00 - 3:30pm PST | VIRTUAL
Meet with other professionals via Zoom for a friendly roundtable discussion of current events, economics, clients, asset allocation, and other financial planning topics. We welcome and encourage you to submit interest topics and case scenarios for future discussions to Brian Ephraim. Details of topic to come soon.
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FPAOC October 2022 Study Group
Thursday, October 20
2:00 - 3:30pm PST | VIRTUAL
Meet with other professionals via Zoom for a friendly roundtable discussion of current events, economics, clients, asset allocation, and other financial planning topics. We welcome and encourage you to submit interest topics and case scenarios for future discussions to Brian Ephraim. Details of topic to come soon.
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FPAOC November 2022 Study Group
Thursday, November 10
2:00 - 3:30pm PST | VIRTUAL
Meet with other professionals via Zoom for a friendly roundtable discussion of current events, economics, clients, asset allocation, and other financial planning topics. We welcome and encourage you to submit interest topics and case scenarios for future discussions to Brian Ephraim. Details of topic to come soon.
Register Now ______________________________________________________________________________________
FPAOC Q4 Quarterly Education Meeting
Wednesday, November 16
8:00am - 5:00pm PST | IN-PERSON & VIRTUAL OPTION
Event to be held at the Mariner's Conference Center in Irvine, CA. More details coming soon.
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NO STUDY GROUP December 2022
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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.
