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
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February 2026 Quarterly Education Meeting
Wednesday, February 18, 8am - 4pm
Location: Santa Ana Elks Lodge
1751 S Lyons
Santa Ana, CA 92705
Students: $50
FPA Member: $75
Non-Member: $150
Light Breakfast, Lunch, Beverages and Dessert Provided!
Doors open at 7:30 AM. First presentation scheduled for 8:00 AM
For More Info and Registration
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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
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New Member Breakfast
March 11, 2026, 7:30am-9am
Prosperity Wealth Planning: 3349 Michelson Dr. Suite 200-8E, Irvine, CA 92612
Connect with other professionals and learn more about your membership benefits with our chapter.
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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
______________________________________________________________________________________
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.
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May 2026 Quarterly Education Meeting
Wednesday, May 20, 8am - 4pm
Location: Santa Ana Elks Lodge
1751 S Lyons
Santa Ana, CA 92705
Students: $50
FPA Member: $75
Non-Member: $150
Light Breakfast, Lunch, Beverages and Dessert Provided!
Doors open at 7:30 AM. First presentation scheduled for 8:00 AM
For More Info and Registration
______________________________________________________________________________________
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.
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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.
______________________________________________________________________________________
August 2026 Quarterly Education Meeting
Wednesday, August 19, 8am - 4pm
Location: Santa Ana Elks Lodge
1751 S Lyons
Santa Ana, CA 92705
Students: $50
FPA Member: $75
Non-Member: $150
Light Breakfast, Lunch, Beverages and Dessert Provided!
Doors open at 7:30 AM. First presentation scheduled for 8:00 AM
For More Info and Registration
______________________________________________________________________________________
November 2026 Quarterly Education Meeting
Wednesday, November 18, 8am - 4pm
Location: Santa Ana Elks Lodge
1751 S Lyons
Santa Ana, CA 92705
Students: $50
FPA Member: $75
Non-Member: $150
Light Breakfast, Lunch, Beverages and Dessert Provided!
Doors open at 7:30 AM. First presentation scheduled for 8:00 AM
For More Info and Registration
______________________________________________________________________________________
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.