Upcoming 2022 Chapter Events
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Pickleball with FPAOC!
Thursday, October 13
4:00 - 6:30pm PST | Life Time Fitness, 111 Avenida Vista Montana, San Clemente, CA 92672
Join us at the FPA Orange County for a fun afternoon of pickleball. Pickleball is one of the fastest-growing sports in the world, and it has become very popular in California. It’s fun, fast, and fashionable – for all skill levels. Capacity is limited and we expect the event to fill up quickly, please RSVP at your convenience.
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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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Orange County Tax & Financial Forum
Thursday, November 3
8:00 - 5:00pm PST
You are invited to the Orange County Tax and Financial Forum, joining individuals in all areas of financial planning with top national tax and financial experts to grow business and successfully meet the needs of an expanding client base.
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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.
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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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Allied Professionals & Membership Mixer
Thursday, January 19, 2023
5pm-7:30pm, Angelo & Vinci's
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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.