Join us for one of our upcoming events.

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FPAOC Membership Committee Meeting

Wednesday, May 14, 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.

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FPAOC Programs Committee Meeting

Wednesday, May 14, 2025

10am

Committee meetings are open to all members! 
Email Kaity Van Amersfort at admin@fpaoc.org to be added to a committee meeting.

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May Study Group - In-person and Virtual

Thursday, May 15, 2025

2pm - 3:30pm

Register Here

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FPAOC/CFAOC Annual Golf Tournament

Monday, May 19, 2025

Aliso Viejo Golf Club

Register today!

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May 2025 Quarterly Education Meeting - In-Person Only

Wednesday, May 21, 2025

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 $120 | First-Time Attendees: $25. Current Students, FPAOC Passholders, & Partners - Your discount code will get you complimentary access to the QEM.

Register Here

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FPAOC Allied Committee Meeting

Monday, May 26, 2025

3pm

Committee meetings are open to all members! 
Email Kaity Van Amersfort at admin@fpaoc.org to be added to a committee meeting.

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NexGen Virtual Study Group
Thursday, May 29, 10:30am

Come join us for our NexGen Study Group. We will talk about topics that might interest you if you are new to the financial planning industry or have been in the industry for a couple years now. Come ready for the engaging discussion!

Our study group meets virtually on May 29th at 10:30am. Topics will be sent to you beforehand
 

Register here

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FPAOC Membership Committee Meeting

Wednesday, June 11, 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.

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FPAOC Programs Committee Meeting

Wednesday, June 11, 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, June 23, 2025

3pm

Committee meetings are open to all members! 
Email Kaity Van Amersfort at admin@fpaoc.org to be added to a committee meeting.

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June Study Group - In-person and Virtual

Thursday, June 26, 2025

2pm - 3:30pm

Register Here

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FPAOC Membership Committee Meeting

Wednesday, July 9, 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, July 9, 2025

10am

Committee meetings are open to all members! 
Email Kaity Van Amersfort at admin@fpaoc.org to be added to a committee meeting.

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July Study Group - In-person and Virtual

Thursday, July 17, 2025

2pm - 3:30pm

Register Here

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FPAOC Allied Committee Meeting

Monday, July 28, 2025

3pm

Committee meetings are open to all members! 
Email Kaity Van Amersfort at admin@fpaoc.org to be added to a committee meeting.

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FPAOC Membership Committee Meeting

Wednesday, August 13, 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.

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FPAOC Programs Committee Meeting

Wednesday, August 13, 2025

10am

Committee meetings are open to all members! 
Email Kaity Van Amersfort at admin@fpaoc.org to be added to a committee meeting.

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August Study Group - In-person and Virtual

Thursday, August 14, 2025

2pm - 3:30pm

Register Here

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August 2025 Quarterly Education Meeting - In-Person Only

Wednesday, August 20, 2025

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 $120 | First-Time Attendees: $25. Current Students, FPAOC Passholders, & Partners - Your discount code will get you complimentary access to the QEM.

Register Here

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FPAOC Allied Committee Meeting

Monday, August 25, 2025

3pm

Committee meetings are open to all members! 
Email Kaity Van Amersfort at admin@fpaoc.org to be added to a committee meeting.

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FPAOC Membership Committee Meeting

Wednesday, September 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.

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FPAOC Programs Committee Meeting

Wednesday, September 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.

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New Member Welcome Breakfast

Wednesday, September 10

7:30am-9am

1240 N Lakeview Avenue, Suite 100B
Anaheim, CA 92807

RSVP Here

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September Study Group - In-person and Virtual

Thursday, September 18, 2025

2pm - 3:30pm

Register Here

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FPAOC Allied Committee Meeting

Monday, September 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.

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FPAOC Membership Committee Meeting

Wednesday, October 8, 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, October 8, 2025

10am

Committee meetings are open to all members! 
Email Kaity Van Amersfort at admin@fpaoc.org to be added to a committee meeting.

______________________________________________________________________________________

October Study Group - In-person and Virtual

Thursday, October 16, 2025

2pm - 3:30pm

Register Here

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FPAOC Allied Committee Meeting

Monday, October 27, 2025

3pm

Committee meetings are open to all members! 
Email Kaity Van Amersfort at admin@fpaoc.org to be added to a committee meeting.

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FPAOC Membership Committee Meeting

Wednesday, November 12, 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, November 12, 2025

10am

Committee meetings are open to all members! 
Email Kaity Van Amersfort at admin@fpaoc.org to be added to a committee meeting.

______________________________________________________________________________________

November Study Group - In-person and Virtual

Thursday, November 13, 2025

2pm - 3:30pm

Register Here

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November 2025 Quarterly Education Meeting - In-Person Only

Wednesday, November 19, 2025

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 $120 | First-Time Attendees: $25. Current Students, FPAOC Passholders, & Partners - Your discount code will get you complimentary access to the QEM.

Register Here

______________________________________________________________________________________

FPAOC Allied Committee Meeting

Monday, November 24, 2025

3pm

Committee meetings are open to all members! 
Email Kaity Van Amersfort at admin@fpaoc.org to be added to a committee meeting.

______________________________________________________________________________________

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.

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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.

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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.