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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
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September Study Group - In-person and Virtual
Thursday, September 18, 2025
2pm - 3:30pm
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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.
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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.
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October Study Group - In-person and Virtual
Thursday, October 16, 2025
2pm - 3:30pm
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2025 NexGen Summit
Join FPAOC, San Diego, LA & San Gabriel Valley for our Annual NexGen Summit!
Oct 25, 9am-3pm
Network with financial planning pros, hear from industry leaders, and build your future. Includes keynote, panels, breakouts, lunch & happy hour at Eureka. Don't miss this premier professional development event!
$30 members/students, $40 non-members.
Schedule:
9:00 AM – 9:45 AM – Breakfast
10:00 AM – 11:00 – Keynote: Dan Skiles of Altrusit
11:00 AM – 11:15 AM – Break
11:20 AM – 12:20 PM – Panel session
12:20 PM – 1:30 PM – Lunch/Networking
1:30 PM – 2:45 PM – Breakout session
2:45 PM – 2:50 PM – Closing Remarks
3:00 PM – Happy Hour at Eureka
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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.
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November Study Group - In-person and Virtual
Thursday, November 13, 2025
2pm - 3:30pm
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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.
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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.
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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.
______________________________________________________________________________________
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.