Upcoming events

    • Wed, September 22, 2021
    • (EDT)
    • Fri, September 24, 2021
    • (EDT)
    • Columbus, OH

    We're sad to report that FPA National has cancelled FPA's Annual Conference this year. 

    Given the surge of the Delta variant and concerns over the increasing number of COVID-19 cases across the country, the FPA Board of Directors has decided to cancel the annual conference in Columbus. FPA’s first priority is the health, safety, and well-being of our attendees, staff, partners, and all those who make a conference like this possible.

    The Board of Directors recognizes this news will be disappointing, but we believe it is the right decision. Anyone registered will receive a full refund, and FPA will work to make some of the planned sessions, including keynote presentations, available virtually on-demand – and free – for any member to access.

    • Thu, September 23, 2021
    • 2:00 PM - 3:00 PM
    • Virtual: https://us06web.zoom.us/j/88010384448?pwd=eTFWZVI3WnU0T1NPTnhlUlIvVGpIZz09
    Register


    "Delivering Better Client Experiences with Technology"



      

      Doug Fritz

      Co-Founder and CEO

      F2 Strategy


    This fast-paced and colorful session will cover the top “must do” and “try to avoid” things that F2 Strategy has seen from their experience in working with myriad nationally-recognized wealth management firms.  The session wraps-up with specific ideas to supercharge your firm now, and a look at what’s on the horizon when it comes to digital experiences.

    Key Takeaways:

    1. Know Your Moat – what’s your unfair advantage?
    2. Start with the end in mind – the desired experience
    3. Technology enables Better AND Faster AND Lower Cost = That’s Innovation!
    High-Level Agenda:
    • 5 min - chapter housekeeping from chapter president
    • 10 min - review of results from pre-session survey
    • 30 min - main presentation
    •  20 min - Q&A


    • Wed, October 13, 2021
    • 5:00 PM - 6:00 PM
    • Virtual
    Register

    Click Here for Event Announcement!


    NexGen Team Leader:

    David Tassone, CFP®

    Mobile: (310)733-8386

    dtassone@kayecapital.com

    • Sat, October 16, 2021
    • 9:30 AM - 2:00 PM
    • Virtual Calls and Meetings

    Mark your Calendar for SaturdayOctober 16th

    Virtual Pro Bono Financial Planning Day is back!

    Join us as we partner with LA Public Library for our 9th annual Financial Planning Day!

    Saturday, October 16th

    9:30 am - 1:30 pm

    Our Pro Bono appointments with members of our LA community will be held over the phone with a quick zoom orientation before the event gets underway. Pro bono calls will be fielded from the LA Public Library staff and transferred to you directly during the event. 

    FPA LA will be hosting 3 live-streamed workshops during the week leading up to Financial Planning Day. Workshops will take place at 6pm Wednesday the 13th through Friday the 15th. If you are interested in leading a workshop, or supporting behind the scenes, please use the same registration link!

    • Investing Basics - Wednesday, 10/13
    • Retirement Planning, Thursday, 10/14
    • Intro to Estate Planning - Friday, 10/15

    *Volunteers must be current CFP® practitioners in good standing. If you are currently pursuing your CFP® certification, you can still register and we will do our best to pair you with a CFP® professional to sit in on a few of the calls. 

    Please consider signing up to volunteer today at fpd-oct21.paperform.co!

    More details and resources to come. 

    • Tue, October 19, 2021
    • 9:00 AM - 5:00 PM
    • Pacific Club - Newport Beach CA
    • Wed, November 10, 2021
    • 5:00 PM - 6:00 PM
    • Virtual
    Register

    Click Here For Meeting Announcement!


    NexGen Team Leader:

    David Tassone, CFP®

    Mobile: (310)733-8386

    dtassone@kayecapital.com

    • Wed, December 08, 2021
    • 5:00 PM - 6:00 PM
    • Virtual
    Register

    Click Here for Event Announcement!


    NexGen Team Leader:

    David Tassone, CFP®

    Mobile: (310)733-8386

    dtassone@kayecapital.com

Past events

Wed, September 08, 2021 September FPALA NexGen Study Groups
Thu, August 26, 2021 Monthly Program: "IQ+EQ = Real Financial Planning"
Tue, August 24, 2021 2021 Advocacy Day in Sacramento
Thu, August 12, 2021 FPA NexGen Gathering 2021
Wed, August 11, 2021 August FPALA NexGen Study Groups
Thu, July 22, 2021 July Program: "Cryptocurrency: How Advisors Can Get Up to Speed"
Wed, July 14, 2021 JulyFPALA NexGen Study Groups
Wed, June 30, 2021 June Presentation: "Property Taxes: A Primer on Prop 19"
Wed, June 09, 2021 June FPALA NexGen Study Groups
Wed, May 12, 2021 May FPALA NexGen Study Groups
Wed, April 14, 2021 April FPALA NexGen Study Groups
Sat, April 10, 2021 Pro Bono Financial Literacy Day
Thu, March 25, 2021 New Member Breakfast: Networking and Information Session
Wed, March 10, 2021 FPALA NexGen Study Groups
Thu, February 25, 2021 FPALA Monthly Program: "Conversation Circle: Diversity, Equity, and Inclusion
Wed, February 24, 2021 FPA-LA Lunchtime with Team Tony Robbins: February 24, 2021
Wed, February 10, 2021 FPALA NexGen Study Groups
Mon, February 01, 2021 FPALA Board Meeting
Thu, January 28, 2021 "Optimize U: The Tools and Neuroscience of Peak-Performance"
Wed, January 13, 2021 FPALA NexGen Study Groups
Thu, December 10, 2020 FPA of Los Angeles Holiday Happy Hour
Sat, October 24, 2020 Financial Planning Day
Wed, October 21, 2020 NexGen SoCal Summit
Wed, October 14, 2020 NexGen So Cal Summit
Wed, October 07, 2020 FPA SoCal Summit - Applied Behavioral Finance with coaching Applications
Thu, September 17, 2020 Financial Planning after the SECURE Act
Thu, September 10, 2020 FPALA New Members Coffee via Zoom
Thu, August 13, 2020 FPALA NexGen presents Digital Client Communication

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Financial Planning Association of Los Angeles is a 501(c)(6) non-profit organization.

Phone:  (323) 510-4870    Mail:  in care of Premium Organization, PO Box 4130  Scottsdale AZ 85261