Upcoming Chapter Events
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September Study Group - Hybrid!
Thursday, September 19
2pm - 3:30pm
Location: Compak Asset Management: 1801 Dove St, Newport Beach, CA 92660
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CANCELLED Fall Membership Meetup!
(Registrants will be contacted via email)
Thursday, September 19
5pm-7:30pm
Location: Il Fornaio- 18051 Von Karman Ave, Irvine, CA 92612
$55 for members | $65 for non-members
2 drink tickets and heavy appetizers included!
Event is generously sponsored by HINES
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529 Planning - Hosted by ScholarShare
Thursday, September 26 at 1pm
Location: Virtual
Use this link to login at 1pm on the 26th
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NexGen September Hike
Saturday, September 28, 9am
Location: Santiago Oaks Regional Park
Event: A 3-mile hike with moderate elevation gain
Entrance Fee: $5 per vehicle
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October Study Group - Hybrid!
Thursday, October 17
2pm - 3:30pm
Location: Compak Asset Management: 1801 Dove St, Newport Beach, CA 92660
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NexGen SoCal Summit
Saturday, October 26
Altruist Location: 2955 Randolph Ave., Unit B, Costa Mesa, CA 92626
Cost: $25
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Cocktails & Collaboration
Join The Allied Professionals of FPAOC for an outstanding evening of professional networking, a spotlight on the invaluable insights on how financial professionals (CFP, CPA, T&E, Insurance) can best collaborate ,with our 30 minute best practices panel….and then, more networking! It’s going to be a can’t-miss evening filled with fun and productive business opportunities.
Wednesday, October 30, 5-7pm
The Park Club - 650 Town Center Dr, Costa Mesa, CA 92626
Members: $55
Non-Members: $65
At the Door for Everyone: $65
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November 2024 CFP Exam
November 6 - 13, 2024
Registrations opens: June 14, 2024 (Education verification deadline: October 17, 2024).
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November 2024 Quarterly Education Meeting - In-Person Only
Wednesday, November 20, 2024
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 $160 | First-Time Attendees: $25. Current Students, FPAOC Passholders, & Partners - Your discount code will get you complimentary access to the QEM.
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December Study Group - Virtual Only
Thursday, December 5, 2024
2pm - 3:30pm
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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.