Save the Date!

Tuesday, September 29, 2015
The Pacific Club
4110 MacArthur Blvd.
Newport Beach, CA 92660

The Allied Professionals Summit brings together individuals in all areas of wealth management to collaborate on guiding clients with sound, objective advice and innovative solutions. Attendees are encouraged to invite members of the “team” they work with in their own practice, including: CFP® Professionals, Enrolled Agents, CFA® charterholders, CPAs, attorneys, investment professionals, bank executives, Professional Fiduciaries, and other business leaders. This event will qualify for continuing education credits for CFP® Certificant CE and CPA CPE.

Check back soon for the announcement of our 2015 Keynote Speaker.

FPA Orange County