Upcoming Chapter Events

Join us for one of our upcoming events.

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February Quarterly Education Meeting - In-Person Only

Wednesday, February 15, 2023

Meeting: 8am - 4pm | Happy Hour: 4pm - 5pm

First presentation scheduled to begin at 8:15am, doors will open at 7:30am. Light Breakfast, Lunch, Beverages, and Desserts!

Cost: FPA Members $40 | Non-Members $100. Current Students, FPAOC Passholders, & Partners - Your discount code will get you complimentary access to the QEM.

Register here

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February Study Group - Virtual Only

Thursday, February 23, 2023

2pm - 3:30pm

Register here

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March Study Group - Virtual Only

Thursday, March 16, 2023

2pm - 3:30pm

Register here

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April Study Group - Virtual Only

Thursday, April 20, 2023

2pm - 3:30pm

Register here

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FPAOC & CFAOC 3rd Annual Golf Tournament

Monday, May 8, 2023

10:30am - 7:30pm

Join the Financial Planning Association of Orange County and the CFA Society of Orange County for our 3rd Annual Golf Tournament! Join us for a wonderful day of golf, prize drawings, contests, food & drinks. Plenty of sponsorship options available for all who wish to participate. 

Register today

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May Study Group - Virtual Only

Thursday, May 25, 2023

2pm - 3:30pm

Register here

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May Quarterly Education Meeting - In-Person Only

Wednesday, May 17, 2023

Meeting: 8am - 4pm | Happy Hour: 4pm - 5pm

First presentation scheduled to begin at 8:15am, doors will open at 7:30am. Light Breakfast, Lunch, Beverages, and Desserts!

Cost: FPA Members $40 | Non-Members $100. Current Students, FPAOC Passholders, & Partners - Your discount code will get you complimentary access to the QEM.

Register here

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June Study Group - Virtual Only

Thursday, June 15, 2023

2pm - 3:30pm

Register here

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July Study Group - Virtual Only

Thursday, July 20, 2023

2pm - 3:30pm

Register here

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August Study Group - Virtual Only

Thursday, August 24, 2023

2pm - 3:30pm

Register here

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August Quarterly Education Meeting - In-Person Only

Wednesday, August 16, 2023

Meeting: 8am - 4pm | Happy Hour: 4pm - 5pm

First presentation scheduled to begin at 8:15am, doors will open at 7:30am. Light Breakfast, Lunch, Beverages, and Desserts!

Cost: FPA Members $40 | Non-Members $100. Current Students, FPAOC Passholders, & Partners - Your discount code will get you complimentary access to the QEM.

Register here

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September Study Group - Virtual Only

Thursday, September 21, 2023

2pm - 3:30pm

Register here

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October Study Group - Virtual Only

Thursday, October 19, 2023

2pm - 3:30pm

REGISTRATION COMING SOON.

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November Study Group - Virtual Only

Thursday, November 16, 2023

2pm - 3:30pm

REGISTRATION COMING SOON.

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November Quarterly Education Meeting - In-Person Only

Wednesday, November 15, 2023

Meeting: 8am - 4pm | Happy Hour: 4pm - 5pm

First presentation scheduled to begin at 8:15am, doors will open at 7:30am. Light Breakfast, Lunch, Beverages, and Desserts!

Cost: FPA Members $40 | Non-Members $100. Current Students, FPAOC Passholders, & Partners - Your discount code will get you complimentary access to the QEM.

REGISTRATION COMING SOON.

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December Study Group - Virtual Only

Thursday, December 1, 2023

2pm - 3:30pm

REGISTRATION COMING SOON.

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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.