Date:

  October 14, 2017

Time:

  8:30 AM - 1:00 PM

Location:

  Vanguard University
55 Fair Drive, Costa Mesa, CA 92626

Event Registration

Orange County Financial Day Schedule


* FREE ONE-ON-ONE FINANCIAL CONSULTATIONS *
with CERTIFIED FINANCIAL PLANNER™ PROFESSIONALS 8:30 AM - 1:00 PM

Vanguard University, 55 Fair Drive, Costa Mesa, CA 92626

TIME COMPLIMENTARY 50 MINUTE WORKSHOPS AVAILABLE
9:00 AM Social Security Navigating the Medicare Maze    
10:00 AM Social Security Navigating the Medicare Maze General Financial Planning Fraud OC District Attorney’s Office
11:00 AM   Basic Estate Planning   Fraud OC District Attorney’s Office
12:00 AM   Basic Estate Planning General Financial Planning  

About the Event

One-on-one consultations are available with experts from the Financial Planning Association® and highly qualified CERTIFIED FINANCIAL PLANNER™ professionals. It’s all free; no selling occurs. Stay as little or as long as you’d like.

How to Prepare

A little preparation can help you get the most out of your experience at Financial Planning Day. Here are a couple of tips to help you prepare:

1.

  Make a list of questions you want answered. Refer to the Financial Planning Topics to learn more about topics and questions you can address with financial planners.
     

2.

  Bring relevant financial documents and a financial snapshot of your current financial situation. For a list of useful resources and tools to help you prepare, including customizable financial planning worksheets, refer to the Resources page.
     

Event Registration

For additional resources and information about FPA Orange County, go to:

www.FPAOC.org/Consumer

Or call 877-622-3729


Want to Volunteer?

Would you like to volunteer at this year’s OC Financial Planning day?
If so, please click the button below to register:



Los Angeles Financial Planning Day

When:

  October 28, 2017

Time:

  10:30 AM

Where:

  Los Angeles Central Library
630 W 5th St
Los Angeles, CA

Rosemead Financial Planning Day

When:

  October 14, 2017

Time:

  10:30 AM

Where:

  Rosemead Community and Recreation Center
3936 Muscatel Ave
Rosemead, CA 91770