Thank you to all who helped make the 2016 Orange County Financial Planning Day a huge success!
Watch this page for information on our 2017 event.

Orange County Board of Supervisors Chairwoman Lisa Bartlett, Orange County Treasurer Shari Freidenrich, CPA,
and Mayor of Huntington Beach Jim Katapodis Invite You to Attend.

When:

  October 15, 2016
Add to Calendar 10/15/2016 09:00AM 10/15/2016 02:00PM Orange County Financial Planning Day One-On-One Consultations are 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. Huntington Beach Central Library (Lower Level) FPA Orange County false MM/DD/YYYY

Time:

  9:00 AM - 2:30 PM

Where:

  Huntington Beach Central Library
7111 Talbert Avenue
Huntington Beach, CA
   

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.

Orange County Financial Day Schedule


Private One-On-One Consultations Available From 9:00-2:00 PM
Time Workshop #1 Workshop #2
9:30 AM - 10:30 AM Smart Money Decisions How to Navigate the Medicare Maze
10:30 AM - 11:30 AM How to Plan for Social Security Recent Financial Developments That Will Bring A Smile To Your Face
11:30 AM - 12:30 PM Avoiding The Most Common Estate Planning Mistakes College Planning: The 411 on 529 Plans
12:30 PM - 1:30 PM How to Plan for Social Security Buying a House: The True Grit of Real Estate Ownership
1:30 PM - 2:30 PM Get More from Your Retirement Portfolios How to Navigate the Medicare Maze
     

Event Registration

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

www.FPAOC.org/Consumer.htm

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:



Registration also now open for:

Los Angeles Financial Planning Day

When:

  October 29, 2016

Time:

  10:30 AM - 2:00 PM

Where:

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