Upcoming 2022 Chapter Events

 

__________________________________________________________________________________

FPAOC Q2 Quarterly Education Meeting 

Wednesday, May 18

8:00am - 5:00pm PST  |  IN-PERSON & VIRTUAL OPTION

Event will be held at the Mariner's Conference Center in Irvine, CA.  Speakers & Details here.

Register Now

______________________________________________________________________________________

FPAOC May 2022 Study Group

Thursday, May 26

2:00pm - 3:30pm PST | VIRTUAL

Meet with other professionals via Zoom for a friendly roundtable discussion of current events, economics, clients, asset allocation, and other financial planning topics. We welcome and encourage you to submit interest topics and case scenarios for future discussions to Brian Ephraim. Details of topic to come soon.

Register Now

______________________________________________________________________________________

FPAOC & CFA Orange County Golf Tournament

Thursday, June 9 

Player registration open!

Join CFA Orange County (CFAOC) and Financial Planning Association Orange County (FPAOC) for a day of golf, networking, cocktails and dinner at Arroyo Trabuco Golf Club on June 14th for the Inaugural CFA/FPA OC Golf Tournament. Set amidst Trabuco Creek and The Reserve at Rancho Mission Viejo, the 240-acre Arroyo Trabuco Golf Club provides an unforgettable golf experience on par with South Orange County's finest high-end clubs. Conveniently located off Avery Parkway, Arroyo Trabuco offers unparalleled value in a pristine, park-like setting. The 18-hole championship-length golf course was designed by PGA Tour professional, Tom Lehman, and well-respected local golf course architect, Casey O’Callaghan.

Participation in the CFAOC Golf Tournament includes networking, a BBQ lunch, balls for the driving range, complimentary tee prizes, 18 holes of golf (cart included), cocktail reception, a raffle and rewards ceremony. For those newer to golf or unable to commit to the full event, there will be a golf clinic from 3-5pm with club pros.

Purchase a spot to play at our tournament!

______________________________________________________________________________________

FPAOC June 2022 Study Group

Thursday, June 16

2:00 - 3:30pm PST | VIRTUAL

Meet with other professionals via Zoom for a friendly roundtable discussion of current events, economics, clients, asset allocation, and other financial planning topics. We welcome and encourage you to submit interest topics and case scenarios for future discussions to Brian Ephraim. Details of topic to come soon.

Register Now

______________________________________________________________________________________

FPAOC July 2022 Study Group

Thursday, July 21

2:00 - 3:30pm PST | VIRTUAL

Meet with other professionals via Zoom for a friendly roundtable discussion of current events, economics, clients, asset allocation, and other financial planning topics. We welcome and encourage you to submit interest topics and case scenarios for future discussions to Brian Ephraim. Details of topic to come soon.

Register Now 

____________________________________________________________________________________

FPAOC Q3 Quarterly Education Meeting

Wednesday, August 17 

8:00am - 5:00pm PST |  IN-PERSON & VIRTUAL OPTION

Event to be held at the Mariner's Conference Center in Irvine, CA.  More details coming soon.

Register Now

___________________________________________________________________________________

California Advocacy Day

Tuesday, August 23

The Financial Planning Association of California asks you to step up and join our advocacy efforts to let legislators and regulators know FPA opinions on proposed legislation and our profession.

We are going to Sacramento on August 23, 2022. This is our 10th annual visit to "the Hill". I urge you to join your fellow FPA members from around the state to meet with your elected representatives.

Learn More 

___________________________________________________________________________________

FPAOC August 2022 Study Group

Thursday, August 25 

2:00 - 3:30pm PST | VIRTUAL

Meet with other professionals via Zoom for a friendly roundtable discussion of current events, economics, clients, asset allocation, and other financial planning topics. We welcome and encourage you to submit interest topics and case scenarios for future discussions to Brian Ephraim. Details of topic to come soon.

Register Now 

______________________________________________________________________________________

FPAOC September 2022 Study Group

Thursday, September 15

2:00 - 3:30pm PST | VIRTUAL

Meet with other professionals via Zoom for a friendly roundtable discussion of current events, economics, clients, asset allocation, and other financial planning topics. We welcome and encourage you to submit interest topics and case scenarios for future discussions to Brian Ephraim. Details of topic to come soon.

Register Now

______________________________________________________________________________________

FPAOC October 2022 Study Group

Thursday, October 20

2:00 - 3:30pm PST | VIRTUAL

Meet with other professionals via Zoom for a friendly roundtable discussion of current events, economics, clients, asset allocation, and other financial planning topics. We welcome and encourage you to submit interest topics and case scenarios for future discussions to Brian Ephraim. Details of topic to come soon.

Register Now

______________________________________________________________________________________

FPAOC November 2022 Study Group

Thursday, November 10

2:00 - 3:30pm PST | VIRTUAL

Meet with other professionals via Zoom for a friendly roundtable discussion of current events, economics, clients, asset allocation, and other financial planning topics. We welcome and encourage you to submit interest topics and case scenarios for future discussions to Brian Ephraim. Details of topic to come soon.

Register Now ______________________________________________________________________________________

FPAOC Q4 Quarterly Education Meeting 

Wednesday, November 16

8:00am - 5:00pm PST |  IN-PERSON & VIRTUAL OPTION

Event to be held at the Mariner's Conference Center in Irvine, CA.  More details coming soon.

Register Now

______________________________________________________________________________________

NO STUDY GROUP December 2022 

______________________________________________________________________________________

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.