Register Now!

When:
Tuesday, September 29, 2015
Time:
11:30 AM - 5:00 PM
Where:
The Pacific Club
4110 MacArthur Blvd.
Newport Beach, CA 92660
RSVP:
By Noon on Friday, September 25, 2015




Join us for the 8th Annual Allied Professionals Summit. This collaborative event is designed to bring together high-performing allied financial professionals in a non-competitive and cooperative atmosphere. You will gain strategies to grow your practice from top speakers, valuable networking, interactive panel discussions and more.




Early Bird Registration:
(ends September 1st)
$60.00
Online Registration:
$75.00
At the door:
$100.00


Who should attend?

• Registered Investment Advisor • Attorney • Trust Professional
• Certified Financial Planner™ • Professional Fiduciary • Government Leader
• Financial Advisor • Real Estate Professional • Enrolled Agent
• Certified Public Accountant • Non-Profit Administrator • Insurance Professional
• Chartered Financial Analyst® • Investment Adviser Representative • Bank Executive


Program Schedule:

11:30 AM - 12:00 PM
Check-In/Networking
12:00 PM – 1:30 PM
Keynote Speaker and Lunch
1:30 PM – 4:00 PM
Breakout Sessions
4:00 PM - 5:00 PM
Reception


Also, register now for future Allied Professionals Mixers!

Don’t want to wait until October’s Summit to connect? FPA of Orange County’s Allied Professionals Mixers are the perfect networking event to meet others who are working to advance the field of financial planning.

To register, please click on the upcoming mixers below:

Wednesday, May 20, 2015 »

Wednesday, July 15, 2015 »

Wednesday, September 16, 2015 »

Wednesday, November 4, 2015 »

All mixers are 5:30 - 7:30 PM
Located at JT Schmid’s Restaurant and Brewery in Tustin

Cost: $15.00. Includes appetizers and a beverage.
Parking is free.

FPA Orange County