sure can. just wanted to finish the FPA updates first

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:

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

Date: Tuesday, October 24, 2017
Location: DoubleTree Santa Monica
Cost: $100 (Members) / $120 (Non-Members)”)
4 CFP CE Offered

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

Register at www.FPALA.org


Advisors in Transition

Date: Wednesday, October 25, 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!

Topic: Where Do We Go From Here? Panel Discussion on Life After the DOL

Featuring:
Adam Schwartz
, Charles Schwab,
Scott Monroe
,TD Ameritrade
Jim Regitz
, Cambridge Investment Research

Topics to include - advisory firm choices; fees - commission or hybrid; the complexity surrounding future decisions; the evolution of technology solutions; and gaining support along the way.


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
Includes Valet Parking, First Drink and Appetizers
Plus 30% Off dinner at Oak Grill for all mixer attendees!

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!


Chapter Study Group

Date: Thursday, Novenber 9, 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.


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
  • “Buy, Sell, or Hold—A Succession Planning Panel” moderated by Suzanne Patrick-Lawrence and featuring Buyer (Evelyn Zohlen, CFP®, Huntington Beach); Seller (Jim Johnson, CFP®, Folsom, CA); and “Hold” (J.D. Bruce, Abacus Wealth Partners, Santa Monica)
  • Platinum Partner Brown & Streza - Private Retirement Trusts

FPA Virtual Media Training

Date: Thursday, December 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

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 15, and November 14



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