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FPA Orange County Study Group - Live or In Person

When
16 Jul 2026
2:00 PM - 3:30 PM
Location
Compak Asset Management 1801 Dove St, Newport Beach Ca

While FPAAZ takes a programming pause in July and August, we'll highlight events from our neighboring California chapters.

Wherever summer takes you, you're always welcome in the FPA community.

Meet with other professionals for a friendly roundtable discussion of current events, economics, clients, asset allocation, and other financial planning topics. We also share practice management ideas, marketing, and additional topics pertaining to our businesses. And prior to the meeting, you will receive an agenda and articles.

In person at
Compak Asset Management
1801 Dove St, Newport Beach, CA 92660

Register Here

Financial Planning Association (FPA) is a national 501(c)(6) non-profit organization. FPA is Your Partner in Planning TM.

FPA Arizona (FPAAZ) is a state based 501(c)(6) organization, affiliated with FPA via a Chapter Charter and License agreement.

PO Box 4130, Scottsdale AZ 85261 Ph: 480-483-9035 Hours: M-Th: 9 - 5 Fr: 9 - 1

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Financial Planning Association Arizona (FPAAZ) creates and curates professional resources that reflect our chapter’s unique role as a builder of community, leadership, and learning.

These materials will be identified as part of the FPAAZ Originals series — a growing library of chapter-created content built to advance:
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