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.

Register Now

_____________________________________________________________________________________

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.

Register Now

____________________________________________________________________________________

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.

Register Now

______________________________________________________________________________________

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.

Register Now

______________________________________________________________________________________

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.

Register Now  

__________________________________________________________________________________

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.

Register Now

______________________________________________________________________________________

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.

Register Now

______________________________________________________________________________________

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.

Register Now

______________________________________________________________________________________

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.

Register Now 

____________________________________________________________________________________

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.

Register Now

___________________________________________________________________________________

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.

Register Now 

______________________________________________________________________________________

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.

Register Now

______________________________________________________________________________________

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.

Register Now

______________________________________________________________________________________

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.

Register Now

______________________________________________________________________________________

NO STUDY GROUP December 2022 

______________________________________________________________________________________

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.