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
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Women in Finance
Date: Thursday, March 19, 4:00 PM – 6:00 PM
Members: $25 | Non-Members: $35
Location: Bazille at Nordstrom Fashion Island
901 Newport Center Drive
Newport Beach, CA
Featured Guest Speaker: Jennie Boone, Professional Stylist, Nordstrom
Jennie will share insights on:
- 2026 fashion trends for professional women
- Styling strategies for confidence and executive presence
- Smart wardrobe investments
- Personal branding through fashion
Sponsored By Club Level Consulting
Guests will enjoy networking, complimentary cocktails and appetizers, and an elevated, engaging experience designed to connect and empower women in our industry.
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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
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"Vintages & Ventures" An intimate Networking Event for our CFP x Allied Professional Community
FPAOC Allied Professionals Networking Event
Wednesday, May 6, 4:30pm-7pm
Location: McClain Wine Celler
16 Technology Drive, Suite 111
Irvine, CA 92618
Will sell out! 40 spots available!
$55 per member | $70 per non-member
Join us at for a special evening of networking and fun as we mix and mingle at McClain Wine Cellar in Irvine. This unique venue is the perfect backdrop to meet new people that compliment your business- CPAs, Attorneys, Estate Planning Professionals and More!
The evening includes:
- 2 glasses of your choice of wine
- Ample opportunity to meet new people that help your business
- Plenty of heavy appetizers
- Fun!
RSVP By April 30. No refunds.
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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
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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
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CFA & FPA OC's Annual Golf Tournament 2026
Thursday, June 11
Arroyo Trabuco Golf Club
26772 Avery Pkwy,
Mission Viejo, CA 92692
Join us for our 6th Annual CFAOC and FPAOC Golf Tournament! We will meet at Arroyo Trabuco Golf Club in Mission Viejo for a fabulous day of golf, fun, camaraderie, and more!
Register Here!
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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
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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
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August 2026 Study Group (Virtual or In Person)
August 13, 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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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
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September 2026 Study Group (Virtual or In Person)
September 17, 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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October 2026 Study Group (Virtual or In Person)
October 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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November 2026 Study Group (Virtual or In Person)
November 12, 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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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
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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.