NexGen 401k Run Event
March 27th at 5:30pm
Location: Newport Back bay (exact location to come)
$5 registration cost
Come and run or walk with us! Join the NexGen FPAOC crew for a fun afternoon in the sun! All are welcome!
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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 Cellar
16 Technology Drive, Suite 111
Irvine, CA 92618
Will sell out! 40 spots available!
$55 per member | $70 per non-member
Join us 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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Cal CPA & FPA OC Pop-Up Mixer
July 22, 5-7pm
Location: Hangar 24 Orange County
17877 Von Karman Ave, Unit 110,
Irvine, CA 92614
Mingle, connect, and unwind with financial professionals at Hangar 24's side patio for a fun evening of collaboration and inspiration!
$5 Registration
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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.