Upcoming events

Switch to Calendar View

• FPA SoCal Summit - Applied Behavioral Finance with coaching Applications

  • When
    Wed, October 07, 2020
  •  
    1:00 PM (PDT)
  • Location
    Zoom

  
  

  NexGen SoCal Summit – You’re Invited!

  
  

  We’re going digital!

  Please join the FPA NexGen chapters from Los Angeles, Orange County, and San Diego for our annual SoCal Summit!

  3 weeks

  3 digital sessions

  The Future of the Profession - Together
  

  Wednesdays at 1 PM PST

  10/7, 10/14, 10/21

  Cost for attendance for FPA Members: Free!

  Cost for attendance for non-members: $20 per session

  Week 1 – October 7 at 1 PM 

  Applied Behavioral Finance with Coaching Applications

  Up to now, most discussion on the topic of behavioral finance has been theoretical.  This presentation will move from theory to practical application in a planner’s business.  Attendees will learn how emotions and cognitive shortcuts encourage investors to act contrary to their long-term goals, and what specific actions they can take.  A few “coaching” principles will be taught with examples from the COVID crisis of 2020. 
  Speaker:   

  

  
  

    Jay Mooreland

  
  

  Presented by FPA Los Angeles NexGen

  
  Week 2 – October 14 at 1 PM  

  Estate Planning Panel Discussion

  Estate planning is essential to comprehensive financial planning.  Join us for a wide ranging conversation around estate planning with Anne Wenger, Cody Parks, and Patrick Hicks. Our local experts will review the basics and share what you and your clients need to be thoughtful of when it comes to estate planning. Their professional insight will give you tools & ideas to help better serve your clients. 

  Panelists:

  

  
  

     Cody Parks, J.D., LL.M. Taxation with Law Offices of Cody J. Parks

  
  

  
  

  

   Anne Wenger, Attorney at McLaughlin Legal & Adjunct Professor at SDSU
  

  
  

  

  
  

    Patrick Hicks, Head of Legal at Trust & Will

  
  

  Presented by FPA San Diego NexGen

  Week 3 – October 21 at 1 PM 

  Communicating Through Conflict

  Goal: Provide communication and conflict resolution skills that can be used during conflicts with anyone in your life whether it is with a client, partner, or child. A tour of various communication models and best practices, such as Non-violent Communications, that can be used to de-escalate conflict and move the interaction forward toward the objective goal. 

  Speakers:

  

  
  

    Megan McCoy

  
  

  
  

  

  
  

    Meghan Lurtz

  
  

  
  

  Presented by FPA Orange County NexGen

  
  

  Show details
• Financial Planning Day

  • When
    Sat, October 24, 2020
  •  
    10:00 AM - 2:00 PM (PDT)
  • Location
    Hosted by LA Public Library: Virtual Appointments

  
  

  (Virtual) Pro Bono Financial Planning Day! - Saturday, October 24th, 9:30 - 2 pm

  October is National Financial Planning Month, and this year our annual Financial Planning Day (FDP) event is going virtual! One-on-one sessions with our CFP® volunteers will be conducted over the phone from the comfort of your home, with the help of our partners, the LA Public Library staff.

  Date: Saturday, October 24th, 9:30 am - 2 pm

  Here’s the link to register: https://fpala.paperform.co/

  We’ll have additional resources, information, and communication tools to support you this year. FPD will kick off at 9:30 am on Saturday, October 24th with an all-hands volunteer zoom meeting, and our 30-minute appointments with participants from our community will start at 10 am and go until 2 pm with breaks built-in. We’re also conducting Financial Planning Workshops throughout the week leading up to Saturday’s main event. Keep an eye out for future emails.

  FPD is a great way FPA LA members get involved and give back. Supporting our community is more meaningful than ever this year. Please consider signing up here today. We’d love to have you take part!

  ___________

  

   Ready to Register to Volunteer? 

  Click below or type the link into your browser

  
  

  Show details