Upcoming 2022 Chapter Events
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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. Speakers & Details here.
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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 & CFA Orange County Golf Tournament
Thursday, June 9
Player registration open!
Join CFA Orange County (CFAOC) and Financial Planning Association Orange County (FPAOC) for a day of golf, networking, cocktails and dinner at Arroyo Trabuco Golf Club on June 14th for the Inaugural CFA/FPA OC Golf Tournament. Set amidst Trabuco Creek and The Reserve at Rancho Mission Viejo, the 240-acre Arroyo Trabuco Golf Club provides an unforgettable golf experience on par with South Orange County's finest high-end clubs. Conveniently located off Avery Parkway, Arroyo Trabuco offers unparalleled value in a pristine, park-like setting. The 18-hole championship-length golf course was designed by PGA Tour professional, Tom Lehman, and well-respected local golf course architect, Casey O’Callaghan.
Participation in the CFAOC Golf Tournament includes networking, a BBQ lunch, balls for the driving range, complimentary tee prizes, 18 holes of golf (cart included), cocktail reception, a raffle and rewards ceremony. For those newer to golf or unable to commit to the full event, there will be a golf clinic from 3-5pm with club pros.
Purchase a spot to play at our tournament!
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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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California Advocacy Day
Tuesday, August 23
The Financial Planning Association of California asks you to step up and join our advocacy efforts to let legislators and regulators know FPA opinions on proposed legislation and our profession.
We are going to Sacramento on August 23, 2022. This is our 10th annual visit to "the Hill". I urge you to join your fellow FPA members from around the state to meet with your elected representatives.
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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.
