At FPA of Orange County’s Chapter Study Group, you can meet with like-minded professionals for a roundtable discussion of current events, economics, clients, asset allocation, and many other financial planning topics. We meet to share practice management ideas, marketing, and other topics to help us grow professionally. You are welcome to add topics to the agenda and /or bring new topics to the meetings.

Currently, FPA of Orange County’s chapter study group meets the second Thursday of each month (except the months of Quarterly Education Meetings and the month of December). The next study group will take place:

Date: Thursday, September 14, 2017
Time: 2:00 – 3:30 PM
Location: Compak Asset Management,
1801 Dove Street, Newport Beach,  CA  92660 
Phone: 949-679-2500


November 9, 2017 »

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