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:

Advisors in Transition Meeting

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!

FPA Virtual Media Training

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

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. Dont miss out!

August Quarterly Education Meeting

Date: Wednesday, August 16, 2017
Time: 8:30 AM 4:30 PM
Location: UC Irvine Student Center

Don't Miss Wade D. Pfau, Ph.D., CFA
Two topics! Reverse Mortgages: How to use Reverse Mortgages to Secure Your Retirement AND Sustainable Spending for Retirement

Sponsored by

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.

10th Annual Allied Professionals Summit

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

Allied Professionals Mixer MIXOLOGY!

Date: Thursday, October 19, 2017
Time: 5:30 PM 7:30 PM
Location: Island Hotel Newport Beach

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!

WiFi: Women in Finance Mixer

Date: Thursday, November 2, 2017
Time: 5:30 PM 7:30 PM
Location: Island Hotel Newport Beach

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