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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.
______________________________________________________________________________________
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.
______________________________________________________________________________________
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.
______________________________________________________________________________________
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
Come join us for our NexGen Study Group. We will talk about topics that might interest you if you are new to the financial planning industry or have been in the industry for a couple years now. Come ready for the engaging discussion!
Our study group meets virtually on May 29th at 10:30am. Topics will be sent to you beforehand
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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.
______________________________________________________________________________________
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.
______________________________________________________________________________________
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.
______________________________________________________________________________________
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
______________________________________________________________________________________
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.
______________________________________________________________________________________
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.
______________________________________________________________________________________
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.
______________________________________________________________________________________
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.
______________________________________________________________________________________
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
______________________________________________________________________________________
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
______________________________________________________________________________________
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.
______________________________________________________________________________________
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.