CHAPTER EVENTS

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

Below is a list of upcoming events:

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:

  • 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:

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

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

Topic: Firm Acquisition and Integration with
Karisa Diephouse, Director of Partnership Integration & Strategy for Beacon Pointe Wealth Advisors

  • What type of firm is most appealing for acquisition?
  • How can you position your firm to maximize its value?
  • How do you integrate firms together efficiently?
  • What kind of challenges frequently occur when acquiring and integrating a firm?

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.


FPAOC NexGen and CFAOC Young Professionals End of Summer Alliance Mixer

Date: Thursday, September 7, 2017
Time: 5:30 PM - 7:30 PM
Location: Aqua Lounge, Island Hotel Newport Beach
690 Newport Center Drive, Newport Beach
Cost: $15 Online, $20 at the door
Valet parking, appetizers, and first drink are included

Join us for some end of summer fun! FPAOC NexGen is teaming up with CFAOC Young Professionals for a much-anticipated networking opportunity. Register today and bring your friends and colleagues!


New Member Breakfast

Date: Wednesday, September 13, 2017
Time: 7:30 AM - 9:00 AM
Location: Citrus Cafe
1481 Edinger Ave, Tustin
No Cost

Orange County Members, if you are new to our chapter (or have not attended a breakfast in the past), we invite you to join us for this special time to get to know board members and find out how to make the most of your FPA Membership.


Chapter Study Group

Date: Thursday, September 14, 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.


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

3rd Annual NexGen SoCal Summit
Date: Saturday, September 16, 2017
Time: 10:00 AM 5:00 PM
Location: University of California Irvine
Cost: $25 until 8/31 and $30 after

Enhancing the Client Experience for Today and Tomorrow: What are the best practices?

Gathering the four NexGen Chapters of Southern California:
Featuring Speaker Bob Veres, 2 Presentations +2 Break Out Collabortive Sessions + Lunch + Hosted Happy Hour


Bob Veres


California Advocacy Week
September 18-22, 2017

FPAOC members, we are coming together to visit the local offices of California elected officials as part of the 3rd Aannual FPA of California Advocacy Week. FPAOC members are successfully building relationships with the local officials and becoming a go-to resource when issues arise having to do with financial planning. We want to continue that success! It is a fun experience, and we will help prepare you if you have not taken part before. Contact Steve Carder, Advocacy Chair, at Advocacy@FPAOC.org for more information.


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 www.AlliedProfessionalsSummit.org


VOLUNTEERS NEEDED!

7th Annual Orange County Financial Planning Day

Date: Saturday, October 14, 2017
Time: 8:30 AM 1:00 PM
Location: Vanguard University
55 Fair Drive,
Costa Mesa, CA 92626

We are looking for CFP Professionals to be a part of the one-on-one consultations (no selling) and others who can assist with logistics, greeting, check-in, and event administration. CFP Professionals are asked to volunteer from 8:00 AM - 2:00 PM. Administrative Volunteers are asked to volunteer from 7:30 AM - 2:00 PM. Lunch will be provided.


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

Thank you to our partner:

Join us at the Island Hotel Newport Beach to meet, mingle, and learn the magic of mixology. One of the hotels talented bartenders will share with us the secrets of concocting the perfect beverage. Dont miss this fun evening!


FPA-LA Symposium
Bridging the Gap: Navigating Multi-Generational Financial Planning

Date: Tuesday, October 24, 2017
Location: DoubleTree Santa Monica
Cost: Early Bird Pricing Until 9/1 - $75 (Members) / $95 (Non-Members)
4 CFP CE Offered

See flyer for more information:
2017 FPA-LA Symposium »

Register at www.FPALA.org


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!


November Quarterly Education Meeting

Date: Wednesday, November 15, 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:

  • Richard J. Capalbo, Principal, Richard Capalbo Enterprises LLC, How to Excel in the Securities Business
  • Valerie Bath, President, Cultural Business Consulting, Bridging the Cultural Divide
  • Gabriel Torre, CPA, Partner, Squar Milner, Tax Update
  • Succession Planning Panel
  • Platinum Partner Brown & Streza

Advocacy Day in Sacramento

Date: Tuesday, March 6, 2018

Come to Sacramento for the 5th annual FPA of California Advocacy Day. Head to the Capitol to visit with our State Senators and/or Assembly Members.

RELATIONSHIPS matter and these meetings build stronger relationships with elected officials and their staff. When issues do arise (as they have and will continue to do), we are more effective in influencing the outcome when we already have those relationships in place. We will provide you with a recorded webinar training whichS includes talking points and materials. Contact Steve Carder, Advocacy Chair, at Advocacy@FPAOC.org for more information.


Save The Dates:

2018 Quarterly Education Meetings: February 21, May 16, August TBD, and November 14



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