sure can. just wanted to finish the FPA updates first


Note: Annual Passholders are invited to use the free mixer included with your pass for any listed mixer. Passholders only - register by emailing [email protected].

Below is a list of upcoming events:

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 4 CFP CE, 4 CPA CPE, 1.0 CA Insurance, and 1.0 MCLE.

Scheduled Speakers Include:

  • Steven B. Kray, Esq, and Shaun McNaughton, Esq., Brown & Streza, LLP, The Private Retirement Trust: A Benefit to Living in California Besides the Weather
  • Richard J. Capalbo, Principal, Richard Capalbo Enterprises LLC, The Ultimate Client Service Model
  • Gabriel Torre, CPA, Partner, Squar Milner, Year-End Tax Update
  • Buy, Sell, or HoldA 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)
  • Valerie Bath, President, Cultural Business Consulting, Bridging the Cultural Divide

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 [email protected] for more information.

New Member Breakfast

Date: Thursday, March 7, 2018
Time: 7:30 AM 9:00 AM
Location: Citrus Caf
1481 Edinger Ave, Tustin, CA 92780

Orange County Members, if you are new to our chapter (or have not attended a breakfast in the past), we invite you to join us for this special time to get to know board members and find out how to make the most of your FPA Membership.

Save The Dates:

2018 Quarterly Education Meetings: February 21, May 16, August 15, and November 14

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