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FPAOC Allied Committee Meeting
Monday, April 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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Allied Professionals Event: Your Network is Your Net Worth Happy Hour
Thursday, May 1, 5-7pm
Paul Martins at the Irvine Spectrum
534 Spectrum Center Dr, Irvine, CA 92618
$45 for members, $60 for non-members, $60 at the door.
Join us for an exclusive event designed to enhance your networking skills and expand your professional connections in the finance industry.
- Expert-led sessions on effective networking strategies from BNI President, Jenni Neering
- Interactive workshops to practice your skills
- Networking opportunities with fellow professionals in finance
Who Should Attend:
Financial advisors, analysts, investment managers, accountants, CPA's, CFA's, and anyone working in the Orange County financial industry! Also, any professionals looking to elevate their networking game.
Refreshments and heavy apps will be provided.
Don’t miss this opportunity to connect, learn, and grow your professional network! We look forward to seeing you there!
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Game Night for Emerging Leaders
Thursday, May 8
5-7pm
The Park at Lakeshore, 18619 Von Karman Ave, Irvine, CA 92612
Calling all next-gen professionals and changemakers looking to expand their network, have a great time, and learn about innovative nonprofits making a difference in Orange County.
Join us for a fun, laid-back evening of networking, lawn games, good vibes, and social impact. This is your chance to meet like-minded peers and build meaningful connections.
Learn from six local nonprofit organizations focused on issues including the environment, animal welfare, mental health, family services, and homelessness.
Ticket includes food, drinks and validated parking.
Register now and don’t miss out on this unique mix of fun and purpose!
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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
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FPAOC/CFAOC Annual Golf Tournament
Monday, May 19, 2025
Aliso Viejo Golf Club
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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.
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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
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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.
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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.
______________________________________________________________________________________
June Study Group - In-person and Virtual
Thursday, June 26, 2025
2pm - 3:30pm
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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.
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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.
______________________________________________________________________________________
July Study Group - In-person and Virtual
Thursday, July 17, 2025
2pm - 3:30pm
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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.
______________________________________________________________________________________
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.
______________________________________________________________________________________
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.
______________________________________________________________________________________
August Study Group - In-person and Virtual
Thursday, August 14, 2025
2pm - 3:30pm
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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.
______________________________________________________________________________________
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.
______________________________________________________________________________________
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.
______________________________________________________________________________________
October Study Group - In-person and Virtual
Thursday, October 16, 2025
2pm - 3:30pm
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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.
______________________________________________________________________________________
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
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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.
______________________________________________________________________________________
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.
______________________________________________________________________________________
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.