Note: Annual Passholders are invited to use the free mixer included with your pass for any listed mixer. Passholders only - register by emailing email@example.com.
Below is a list of upcoming events:
Date: Wednesday, May 10, 2017
Time: 8:30 AM – 4:30 PM
Location: UC Irvine Student Center
Cost: $30 Members, $160 Non-Members, and FREE for first time visitors
Lunch and parking are included.
We anticipate offering CFP CE and CPA CPE.
Date: Thursday, May 11, 2017
Time: 2:00 PM - 3:30 PM
Location: Compak Asset Managementl
1801 Dove Street, Newport Beach
Meet in a friendly roundtable atmosphere to discuss current events, economics, clients, asset allocation, and other financial planning topics. We also share practice management ideas, marketing, and other topics pertaining to our businesses. You are welcome to add topics to the agenda and/or bring new topics to the meetings.
Date: Friday, May 12, 2017
Speakers and Exhibitors - 8:00 pm – 12:30 pm
Financial Consultations - 12:30 pm – 4:00 pm
Location: Laguna Woods Village, Clubhouse 3
23822 Avenida Sevilla, Laguna Woods
All Volunteer Slots FULL.
Join us for this great event! Help us offer private financial consultations to the public at the 10th Annual South County Senior Summit which attracts over 1000 attendees annually. All CFP® Certificancts welcome. (No selling.) A limited number of non-CFPs are needed as well. (Non-CFP volunteers, please contact CommunityOutreach@FPAOC.org directly to see if spots are available.)
Date: Thursday, May 18, 2017
Time: 5:30 PM - 7:30 PM
Location: Island Hotel Newport Beach
690 Newport Center Drive, Newport Beach
Valet parking, appetizers, and first drink are included.
Join us at the trendy Aqua Lounge at the Island Hotel Newport Beach for this NexGen Mixer. The event is a great place to get to know others who are young planners or those considering the profession.
Date: Wednesday, June 7, 2017
Time: 5:30 PM - 7:30 PM
Location: Brown & Streza Training Room,
40 Pacifica, Ste. 1500, Irvine
Cost: $15 Online, $20 at the Door
What's YOUR Next Step?
Where are you today – and where do you want to go? We discuss what is next and how to get there. Eric Edson, Principal and CEO of Practice Solutions, Inc., will join us to share his experience from going step to step in his firm which has grown to include a network of recruiters with a national footprint that specializes in all facets of the wealth management industry. Our discussion will be followed by a time of Q&A and networking.
Advisors in Transition addresses the needs and interests of those contemplating changes in the ownership, structure and oversight of their practices. More specifically, this community includes advisors in the process of establishing independent practices, considering retirement or ownership transfers, addressing internal and external successions, or looking to grow their businesses for future transitioning to the next generation. This community includes all the parties to these various issues: young and old, experienced advisors and those newer to the profession. We invite you to come join us!
Date: Thursday, June 15, 2017
Time: 1:00 PM - 2:30 PM
FPA is hosting all-member virtual media training. These special quarterly trainings are open to all members and will enable you to effectively approach media relations within your own business. FPA members who are CFP® professionals and attend this media training program will be able to participate in FPA media queries. Each 90-minute media training program, conducted by FPA Director of Communications Ben Lewis, covers the essentials in working with journalists, including:
- How to pitch story ideas to reporters
- What you need to do to prepare for interviews
- How you can improve interview performance
- The tactics for ensuring you maintain a great reputation with reporters
- Representing FPA and the organizational messages
Click here to sign-up for the free FPA virtual all-member virtual media training. You will receive a confirmation email and login details one week before the training.
Future dates include:
- Thursday, September 14 from 1:00 PM - 2:30 PM
- Thursday, December 14 from 1:00 PM - 2:30 PM
Date: Tuesday, September 26th, 2017
Time: 11:00 AM - 5:30 PM
(10:00 AM - 11:00 AM Registration and Networking)
Location: The Pacific Club, Newport Beach
Cost: $70 Early Bird Registration (Prior to 9/1)
$80 Online/$95 at the Door
More information at www.AlliedProfessionalsSummit.org