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FPAOC Membership Committee Meeting
Wednesday, March 12, 2025
7:30am
Committee meetings are open to all members!
Email Kaity Van Amersfort at admin@fpaoc.org to be added to a committee meeting.
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FPAOC Programs Committee Meeting
Wednesday, March 12, 2025
10am
Committee meetings are open to all members!
Email Kaity Van Amersfort at admin@fpaoc.org to be added to a committee meeting.
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New Member Welcome Breakfast
Wednesday, March 19
7:30am-9am
National Franchise Sales:
1601 Dove St., Suite 150
Newport Beach, CA 92660
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March Study Group - In-person and Virtual
Thursday, March 20, 2025
2pm - 3:30pm
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NexGen Pickleball Picnic!
Join LA, San Diego, and OC FPA NexGen Chapters for a special Pickleball Picnic! Whether you're a seasoned pro or just starting, this is your chance to play, have fun, and make new friends in the FPA community.
Saturday, March 22
10am - 2pm
Fountain Valley Tennis and Pickleball Center
16400 Brookhurst St., Fountain Valley, CA 92708
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FPAOC Allied Committee Meeting
Monday, March 24, 2025
3pm
Committee meetings are open to all members!
Email Kaity Van Amersfort at admin@fpaoc.org to be added to a committee meeting.
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Let's Talk Succession:
Buying and Selling Your Firm and Planning for Business Continuity
Wednesday, March 26
5:30pm-7pm
Compak Asset Management
1801 Dove St. Newport Beach, CA 92660
Join us as we explore the many sides of succession planning. Our evening will include a panel presentation, time for Q&A, networking and light refreshments.
The Advisor in Transition group has long been a part of FPA of Orange County, and we are excited to renew our activities. If you'd like to be a part of future events, we welcome you to volunteer! Please reach out to admin@fpaoc.org if you are interested.
Members Only: $20
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FPAOC Membership Mixer (Members Only)
Come and connect with your Orange County Financial Planning Community! Meet other professionals in our organization, network with other members, and have some fun at Left Coast Brewery. Regardless of if you are a veteran of our community or brand new, this is the perfect time to expand your connections and have a bite and drink with us.
Thursday, March 27
5pm - 7pm
Left Coast Brewery
6652 Irvine Center Dr, Irvine, CA 92618
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FPAOC Membership Committee Meeting
Wednesday, April 9, 2025
7:30am
Committee meetings are open to all members!
Email Kaity Van Amersfort at admin@fpaoc.org to be added to a committee meeting.
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FPAOC Programs Committee Meeting
Wednesday, April 9, 2025
10am
Committee meetings are open to all members!
Email Kaity Van Amersfort at admin@fpaoc.org to be added to a committee meeting.
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April Study Group - In-person and Virtual
Thursday, April 17, 2025
2pm - 3:30pm
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Sips and Swings - Sunset Golf with FPAOC! (Members only)
April 24, after 3pm., (specific tee times will be assigned)
$100 per member
Due to this very limited opportunity, please reserve your space now!
The Ranch, Laguna Beach, 31106 Coast Hwy, Laguna Beach, CA 92651
Join us for a fun afternoon and evening of a round of golf at The Ranch in Laguna Beach. This intimate outing is available for single golf purchase and it is meant to expand your network of financial professionals. Golf is limited to members and only single golfers are permitted. We will team each person up with their foursome and let you know who will be in your group prior to golf.
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FPAOC Allied Committee Meeting
Monday, April 28, 2025
3pm
Committee meetings are open to all members!
Email Kaity Van Amersfort at admin@fpaoc.org to be added to a committee meeting.
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FPAOC Membership Committee Meeting
Wednesday, May 14, 2025
7:30am
Committee meetings are open to all members!
Email Kaity Van Amersfort at admin@fpaoc.org to be added to a committee meeting.
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FPAOC Programs Committee Meeting
Wednesday, May 14, 2025
10am
Committee meetings are open to all members!
Email Kaity Van Amersfort at admin@fpaoc.org to be added to a committee meeting.
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May Study Group - In-person and Virtual
Thursday, May 15, 2025
2pm - 3:30pm
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FPAOC/CFAOC Annual Golf Tournament
Monday, May 19, 2025
Aliso Viejo Golf Club
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May 2025 Quarterly Education Meeting - In-Person Only
Wednesday, May 21, 2025
Meeting: 8am - 4pm | Happy Hour: 4pm - 5pm
Location: Santa Ana Elks, 1751 S Lyon St, Santa Ana, CA
First presentation scheduled to begin at 8:30am, doors will open at 7:30am. Light Breakfast, Lunch, Beverages, and Desserts!
Cost: FPA Members $60 | Non-Members $120 | First-Time Attendees: $25. Current Students, FPAOC Passholders, & Partners - Your discount code will get you complimentary access to the QEM.
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FPAOC Allied Committee Meeting
Monday, May 26, 2025
3pm
Committee meetings are open to all members!
Email Kaity Van Amersfort at admin@fpaoc.org to be added to a committee meeting.
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FPAOC Membership Committee Meeting
Wednesday, June 11, 2025
7:30am
Committee meetings are open to all members!
Email Kaity Van Amersfort at admin@fpaoc.org to be added to a committee meeting.
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FPAOC Programs Committee Meeting
Wednesday, June 11, 2025
10am
Committee meetings are open to all members!
Email Kaity Van Amersfort at admin@fpaoc.org to be added to a committee meeting.
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FPAOC Allied Committee Meeting
Monday, June 23, 2025
3pm
Committee meetings are open to all members!
Email Kaity Van Amersfort at admin@fpaoc.org to be added to a committee meeting.
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June Study Group - In-person and Virtual
Thursday, June 26, 2025
2pm - 3:30pm
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FPAOC Membership Committee Meeting
Wednesday, July 9, 2025
7:30am
Committee meetings are open to all members!
Email Kaity Van Amersfort at admin@fpaoc.org to be added to a committee meeting.
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FPAOC Programs Committee Meeting
Wednesday, July 9, 2025
10am
Committee meetings are open to all members!
Email Kaity Van Amersfort at admin@fpaoc.org to be added to a committee meeting.
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July Study Group - In-person and Virtual
Thursday, July 17, 2025
2pm - 3:30pm
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FPAOC Allied Committee Meeting
Monday, July 28, 2025
3pm
Committee meetings are open to all members!
Email Kaity Van Amersfort at admin@fpaoc.org to be added to a committee meeting.
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FPAOC Membership Committee Meeting
Wednesday, August 13, 2025
7:30am
Committee meetings are open to all members!
Email Kaity Van Amersfort at admin@fpaoc.org to be added to a committee meeting.
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FPAOC Programs Committee Meeting
Wednesday, August 13, 2025
10am
Committee meetings are open to all members!
Email Kaity Van Amersfort at admin@fpaoc.org to be added to a committee meeting.
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August Study Group - In-person and Virtual
Thursday, August 14, 2025
2pm - 3:30pm
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August 2025 Quarterly Education Meeting - In-Person Only
Wednesday, August 20, 2025
Meeting: 8am - 4pm | Happy Hour: 4pm - 5pm
Location: Santa Ana Elks, 1751 S Lyon St, Santa Ana, CA
First presentation scheduled to begin at 8:30am, doors will open at 7:30am. Light Breakfast, Lunch, Beverages, and Desserts!
Cost: FPA Members $60 | Non-Members $120 | First-Time Attendees: $25. Current Students, FPAOC Passholders, & Partners - Your discount code will get you complimentary access to the QEM.
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FPAOC Allied Committee Meeting
Monday, August 25, 2025
3pm
Committee meetings are open to all members!
Email Kaity Van Amersfort at admin@fpaoc.org to be added to a committee meeting.
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FPAOC Membership Committee Meeting
Wednesday, September 10, 2025
7:30am
Committee meetings are open to all members!
Email Kaity Van Amersfort at admin@fpaoc.org to be added to a committee meeting.
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FPAOC Programs Committee Meeting
Wednesday, September 10, 2025
10am
Committee meetings are open to all members!
Email Kaity Van Amersfort at admin@fpaoc.org to be added to a committee meeting.
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New Member Welcome Breakfast
Wednesday, September 10
7:30am-9am
1240 N Lakeview Avenue, Suite 100B
Anaheim, CA 92807
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September Study Group - In-person and Virtual
Thursday, September 18, 2025
2pm - 3:30pm
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FPAOC Allied Committee Meeting
Monday, September 22, 2025
3pm
Committee meetings are open to all members!
Email Kaity Van Amersfort at admin@fpaoc.org to be added to a committee meeting.
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FPAOC Membership Committee Meeting
Wednesday, October 8, 2025
7:30am
Committee meetings are open to all members!
Email Kaity Van Amersfort at admin@fpaoc.org to be added to a committee meeting.
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FPAOC Programs Committee Meeting
Wednesday, October 8, 2025
10am
Committee meetings are open to all members!
Email Kaity Van Amersfort at admin@fpaoc.org to be added to a committee meeting.
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October Study Group - In-person and Virtual
Thursday, October 16, 2025
2pm - 3:30pm
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FPAOC Allied Committee Meeting
Monday, October 27, 2025
3pm
Committee meetings are open to all members!
Email Kaity Van Amersfort at admin@fpaoc.org to be added to a committee meeting.
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FPAOC Membership Committee Meeting
Wednesday, November 12, 2025
7:30am
Committee meetings are open to all members!
Email Kaity Van Amersfort at admin@fpaoc.org to be added to a committee meeting.
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FPAOC Programs Committee Meeting
Wednesday, November 12, 2025
10am
Committee meetings are open to all members!
Email Kaity Van Amersfort at admin@fpaoc.org to be added to a committee meeting.
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November Study Group - In-person and Virtual
Thursday, November 13, 2025
2pm - 3:30pm
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November 2025 Quarterly Education Meeting - In-Person Only
Wednesday, November 19, 2025
Meeting: 8am - 4pm | Happy Hour: 4pm - 5pm
Location: Santa Ana Elks, 1751 S Lyon St, Santa Ana, CA
First presentation scheduled to begin at 8:30am, doors will open at 7:30am. Light Breakfast, Lunch, Beverages, and Desserts!
Cost: FPA Members $60 | Non-Members $120 | First-Time Attendees: $25. Current Students, FPAOC Passholders, & Partners - Your discount code will get you complimentary access to the QEM.
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FPAOC Allied Committee Meeting
Monday, November 24, 2025
3pm
Committee meetings are open to all members!
Email Kaity Van Amersfort at admin@fpaoc.org to be added to a committee meeting.
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FPAOC Membership Committee Meeting
Wednesday, December 10, 2025
7:30am
Committee meetings are open to all members!
Email Kaity Van Amersfort at admin@fpaoc.org to be added to a committee meeting.
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FPAOC Programs Committee Meeting
Wednesday, December 10, 2025
10am
Committee meetings are open to all members!
Email Kaity Van Amersfort at admin@fpaoc.org to be added to a committee meeting.
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FPAOC Allied Committee Meeting
Monday, December 22, 2025
3pm
Committee meetings are open to all members!
Email Kaity Van Amersfort at admin@fpaoc.org to be added to a committee meeting.
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NexGen Events
Our “NexGen” group is a sub-community of FPA geared toward aspiring and early-career CFP® professionals. We envision our group to be a place where those who are still learning and growing as professionals can come to network and learn from those who have gone before us. Learn more about these meetings.