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EMoney Advisor Summit

Washington, DC

The eMoney Summit is the industry’s premier event developed specifically for planning-led advisors. The Annual Summit attracts more than 1,250 of the industry’s top financial professionals who are exposed to

NAPFA Fall 2020 National Conference All Virtual Experience

Atlanta, GA

NAPFA National Conferences offer indispensable professional development opportunities to Fee-Only financial advisors and industry partners. Advisors can discover new business ideas and solutions from leading providers and thought-provoking content as

TBD

Succession Planning Strategies For Your Retirement

Planning for clients has always been the #1 goal, but less than 50% of advisors have a succession plan in place, even during a pandemic. How might an unanticipated sudden

FPAOC Chapter Study Group

At FPA of Orange County’s Chapter Study Group, you can meet with other professionals via Zoom for a friendly roundtable discussion of current events, economics, clients, asset allocation, and other

FPAOC Community Outreach Committee Meeting

Are you interested in sharing financial planning and financial education with the residents of Orange County? Or are you already active with a community organization? Come find out how you

FPAOC Community Outreach Committee Meeting

Are you interested in sharing financial planning and financial education with the residents of Orange County? Or are you already active with a community organization? Come find out how you

FPAOC Chapter Study Group

At FPA of Orange County’s Chapter Study Group, you can meet with other professionals via Zoom for a friendly roundtable discussion of current events, economics, clients, asset allocation, and other

Quarterly Education Meeting

Join Us on February 24th for FPA of Orange County’s Quarterly Education Meeting! Presentations are scheduled throughout the day at approximately 8:00 AM • 9:40 AM • 12:45 PM •

5th Annual International Women’s Day Symposium

An Interactive Web-Based Symposium Presented by Women’s Symposium of Southern California Friday, March 5 9:00 AM – 1:00 PM PT Registration: $25 per person/$10 student/senior (over age 60) Theme: Focused. Flexible.