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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Allied Professional Mixer
Join us for an exclusive event designed to enhance your networking skills and expand your professional connections in the finance industry.
Thursday, October 9, 2025
5pm at Warehouse 72.
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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.
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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.
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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.
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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.