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Quarterly Education Meeting

 

Date: August 25th, 2010
Time: 8:30am to 4:00pm
Location: UCI Student Center

Click here to view the Invitation, Agenda, and Details.

Gen - Register Button (GIF)

Registration closes at Noon on 8/20. $15 Members, $125 Non-Members, and free for first time visitors.


Effective with this Education Meeting on August 25th, a $15 late fee will be assessed for any member or non-member that registers after the online registration deadline (i.e. after Noon on 8/20).  Processing registrants after the Friday deadline impedes the pre-meeting preparation process by our volunteers (preparing handouts, CE sheets, etc.).


This late fee will be waived for anyone that volunteers to work at the meeting registration desk at the subsequent quarterly meeting while wearing a polka-dotted bow tie (okay, we're kidding about the bow tie but the late fee is no joke - register on time!).


Handouts and flyers will be posted as they become available.


FPA Knowledge Café

(Meeting with our FPA National Leaders)

 

Date: August 25th, 2010
Time: 4:15pm to 6:00pm
Location: UCI Student Center

 

Click here to view the Invitation, Agenda, and Details.

 

Gen - Register Button (GIF)

 

Registration closes at Noon on August 20th. This meeting is complimentary, but limited to the first 100 RSVPs.


Handouts and flyers will be posted as they become available.


Congratulations to our survey winner!

 

Juerg "George" Ciceri, CFP®, JC Financial Planning & Investments LLC, was the winner of the $100 American Express gift card drawing from our post-5/19 Quarterly Education Meeting survey. A special thanks to the 52 members that participated! We appreciate and value your feedback.

 

 

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FPA Member Logo FPA Membership Logo

An FPA Membership Logo is available on April 20th, 2010 for all current members in good standing. Promote your FPA membership by using the FPA Member Logo. Displaying the FPA Member Logo communicates member dedication to FPA's Code of Ethics and Standard of Care. Members may use the Logo on their newsletter, e-mail signature, business card, and much more. Click here for details.

 



Research Spotlight



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Learn more about Research Spotlight!In response to your feedback, this members-only publication is now more useful and valuable.

 

 

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Financial Planning Software Report


New Member Benefit

 

Learn more about the 2010 Financial Planning Software Report!Learn what to expect from financial planning software with this report. 

 

 


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October 9-12

 

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