Note: Annual Passholders are invited to use the free mixer included with your pass for any listed mixer. Passholders only - register by emailing

Below is a list of upcoming events:

Chapter Study Group

Date: Thursday, July 13, 2017
Time: 2:00 PM - 3:30 PM
Location: Compak Asset Managementl
1801 Dove Street, Newport Beach
No Cost

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.

Volunteer Appreciation Harbor Cruise
Date: Wednesday, August 2, 2017
Time: 5:30 PM – 8:00 PM
Location: Newport Harbor

FPAOC has the best volunteers, and we want to say THANK YOU! Watch your inbox or contact your committee chair for more details. Don’t miss out!

August Quarterly Education Meeting

Date: Wednesday, August 16, 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.

Scheduled Speakers Include:
(Final speaker line-up and order still to be determined.)

  • Wade D Pfau, PhD, CFA., Professor of Retirement Income,
    The American College - Speaking Twice!
    Reverse Mortgages: How to use Reverse Mortgages to Secure Your Retirement AND Sustainable Spending for Retirement
  • Made possible by our Platinum Partner:

  • David Grau Sr, JD, President and Founder Creating Your Legacy by Partnering with the Next Generation
  • Rodney C. Zeeb, JD, HDP™, CEO, The Heritage Institute, Starting “THE” Conversation with Your Client
  • Jason Wenk, CEO/Chief Investment Strategist, FormulaFolios & Retirement Wealth Advisors, How to Use the Internet and Smart Financial Planning to Substantially Grow Your Practice

Advisors in Transition

Date: Wednesday, August 30th, 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

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. We invite you to come join us!

Also, mark your calendars for our October 25th AiT Meeting.
Registration is open and you can register here.

FPA Virtual Media Training

Date: Thursday, September 14, 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, December 14 from 1:00 PM - 2:30 PM

10th Annual Allied Professionals Summit

Date: Tuesday, September 26th, 2017
Time: 10:00 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

Allied Professionals Mixer – MIXOLOGY!

Date: Thursday, October 19, 2017
Time: 5:30 PM – 7:30 PM
Location: Island Hotel Newport Beach
Cost: $20 online, $25 at the door

Join us at the Island Hotel Newport Beach to meet, mingle, and learn the magic of mixology. One of the hotel’s talented bartenders will share with us the secrets of concocting the perfect beverage. Don’t miss this fun evening!

WiFi: Women in Finance Mixer

Date: Thursday, November 2, 2017
Time: 5:30 PM – 7:30 PM
Location: Island Hotel Newport Beach
Cost: $20 online, $25 at the door

Thank you to our partner

Women in all areas of financial planning are invited to join this great time of connecting and building relationships to better your business. Relax after work with a glass of wine and good conversation!

Save The Dates: 2017 Quarterly Educations Meetings

November 15

2549-B Eastbluff Drive #220, Newport Beach, CA 92660-3500 | 877-622-3729