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:

Wifi: Women in Finance Special Event
Sponsored by:

Date: Thursday, April 20, 2017
Time: 5:30 PM - 7:30 PM
Location: Island Hotel Newport Beach
690 Newport Center Drive, Newport Beach
Cost: $25
Valet parking, appetizers, and first drink are included

Join us for a special Women in Finance event with Shari Freidenrich, CPA, Orange County Treasurer, at the Island Hotel Newport Beach.

As Orange Countys Treasurer-Tax Collector, Shari is responsible for overseeing the County of Oranges $8 billion investment pool and serves as a trustee for the $12 billion Orange County Employee Retirement System. She has also been a long-time friend of FPAOC! Invite your friends and colleagues to meet Shari!

May Quarterly Education Meeting

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.

Chapter Study Group

Date: Thursday, May 11, 2017
Time: 2:00 PM - 3:30 PM
Location: Compak Asset Managementl
1801 Dove Street, Newport Beach
No Cost

Meet in a friendly round-table 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.

10th Annual South County Senior Summit

Date: Friday, May 12, 2017
Time: 12:30 PM - 3:00 PM
Location: Laguna Woods Village, Clubhouse 3
23822 Avenida Sevilla, Laguna Woods

CFP Certificants Needed to Volunteer at the 10th Annual South County Senior Summit.

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 directly to see if spots are available.)

NexGen Mixer

Date: Thursday, May 18, 2017
Time: 5:30 PM - 7:30 PM
Location: Island Hotel Newport Beach
690 Newport Center Drive, Newport Beach
Cost: $15

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.

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

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

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

Save The Dates: 2017 Quarterly Educations Meetings

August 16
November 15

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