Upcoming events

Event Details

    • Wednesday, April 10, 2024
    • 5:00 PM - 6:00 PM
    • Virtual: https://us06web.zoom.us/j/98304856088
    Register



    Study Groups

    Second Wednesday of Each Month

    Next Session: April 10, 2024

    5:00pm- 6:00pm PST


    No Cost for Members to Attend

    Join Zoom Meeting

    https://us06web.zoom.us/j/98304856088

    Meeting ID: 983 0485 6088

    Find your local number: https://us06web.zoom.us/u/kdGv112JbW

    Join us for an insightful case study exploring the intricacies of tax planning tailored to the needs of early career financial planners. Dive into a real-world scenario, analyze successful strategies, and gain practical insights to enhance your planning skills.  

    Study Groups are monthly meetings hosted by FPALA NexGen to discuss topics relevant to young professionals new to the financial planning profession.


    Your NexGen Team Leader

    • Saturday, April 13, 2024
    • Saturday, April 27, 2024
    • 3 sessions
    • Varied Locations
    • Thursday, April 18, 2024
    • TBD: Valley

    FPALA Social

    More information coming soon!

    • Tuesday, May 14, 2024
    • 6:00 PM - 8:00 PM
    • Osteria del Fornaio: 401 Wilshire Blvd Ste 140 Santa Monica CA 90401
    • Thursday, June 20, 2024
    • TBD

    More Information to Come

    • Thursday, July 18, 2024
    • South Bay

    FPALA South Bay Social

    More information coming soon! 

    • Thursday, August 15, 2024

    Join us for the FPALA Pickleball tournament with Avantis

    More Information Coming Soon!

    • Saturday, October 19, 2024
    • 9:00 AM - 2:00 PM
    • Downtown LA Central Library

    SAVE THE DATE!

    Pro Bono Financial Planning Day

    October 19, 2024

    In-person, Downtown Central Library
    9 am - 2 pm (Appointments are likely to commence at 10 am  and end at 2 pm)


    Save the Date! Our biggest Pro Bono event of the year, FPA LA's Financial Planning Day, is Saturday, October 19th! We'll be in person again at the Downtown Central LA Public Library. With the assistance of our co-hosts, the LA Public Library staff, we'll conduct our one-on-one sessions with well over 100 pro bono participants.  

    Lunch and refreshments will be provided to all volunteers. CFP® certification is required to conduct pro bono sessions and to be covered by FPA's E&O Policy. Volunteers pursuing their CFP® marks can earn experience towards their CFP® and sit in to observe the sessions with a volunteer CFP® planner. Live workshops for the public will be ongoing during the event. As we get closer to October, we'll be updating our Volunteer Financial Planning Day Resource page here with more information, but please feel welcome to contact us if you have any questions!

    • Thursday, December 12, 2024
    • TBD

    Join us for the FPALA Holiday Party
    More Information Coming Soon!

Past events

Thursday, March 21, 2024 CE with Dinner & Drinks (Beverly Hills)
Wednesday, March 13, 2024 March NexGen Study Group (Zoom)
Wednesday, March 13, 2024 5th Annual Joint Pro Bono & Advocacy Week (Virtual)
Saturday, February 24, 2024 Hike and Brunch (Runyon Canyon)
Wednesday, February 21, 2024 Trivia Night at the Bungalow (Santa Monica)
Wednesday, January 10, 2024 January NexGen Study Group (Zoom)
Thursday, December 14, 2023 FPALA December Holiday Luncheon
Wednesday, December 06, 2023 Virtual FPALA Poker Night
Tuesday, December 05, 2023 December Board Meeting
Thursday, November 16, 2023 FPALA November Networking Event and Social Gathering
Saturday, November 11, 2023 In Person Social : FPALA Hike – Los Leones Canyon
Wednesday, November 08, 2023 FPALA NexGen Study Groups
Tuesday, November 07, 2023 November Board Meeting
Saturday, October 21, 2023 NexGen SoCal Summit 2023
Thursday, October 12, 2023 New Member Breakfast
Saturday, October 07, 2023 Pro Bono Financial Planning Day
Tuesday, October 03, 2023 October Board Meeting
Thursday, September 21, 2023 FPA Los Angeles Summit 2023
Tuesday, September 12, 2023 September Board Meeting
Thursday, August 10, 2023 Joint Mixer with CFA Society Los Angeles, Beverly Hills Bar Association, CalCPA, and FPA Los Angeles!
Wednesday, August 09, 2023 FPALA NexGen Study Groups
Tuesday, August 01, 2023 August Board Meeting
Wednesday, July 12, 2023 FPALA NexGen Study Groups
Tuesday, July 04, 2023 July Board Meeting
Thursday, June 22, 2023 FPALA Q2 CE and Dinner
Wednesday, June 14, 2023 NexGen Happy Hour!
Tuesday, June 06, 2023 June Board Meeting
Thursday, May 25, 2023 FPALA May Networking Event and Social Gathering
Wednesday, May 10, 2023 FPALA NexGen Study Groups
Tuesday, May 02, 2023 May Board Meeting
Saturday, April 22, 2023 Pro Bono Financial Literacy Day
Wednesday, April 12, 2023 FPALA NexGen Study Groups
Tuesday, April 04, 2023 April Board Meeting
Wednesday, March 29, 2023 FPALA New Member Breakfast
Thursday, March 23, 2023 FPALA March Educational Event and No Host Happy Hour
Wednesday, March 08, 2023 FPALA NexGen Study Groups
Tuesday, March 07, 2023 March Board Meeting
Thursday, February 23, 2023 FPALA February Networking Event and Social Gathering
Thursday, February 16, 2023 FPALA NexGen Event
Tuesday, February 07, 2023 February Board Meeting
Wednesday, January 11, 2023 FPALA NexGen Study Groups
Thursday, December 15, 2022 FPALA December Event and Social Gathering
Wednesday, December 14, 2022 FPALA NexGen Study Groups
Monday, December 12, 2022 FPA Annual Conference
Thursday, November 10, 2022 Collaborative WIM Global Summit
Wednesday, November 09, 2022 FPALA NexGen Study Groups
Thursday, November 03, 2022 FPA of Orange County Tax & Financial Forum
Wednesday, October 26, 2022 Top Golf October Social
Saturday, October 22, 2022 NexGen SoCal Summit
Wednesday, October 12, 2022 FPALA NexGen Study Groups
Saturday, October 01, 2022 Pro Bono Financial Planning Days
Thursday, September 22, 2022 Annual Summit
Thursday, September 15, 2022 Marketing Collaboration: John Hancock - Advisor Business Mastery Workshop: Taking Your Practice to the Next Level
Wednesday, September 14, 2022 FPALA NexGen Study Groups
Thursday, August 25, 2022 FPALA & San Gabriel Valley Networking Event
Wednesday, August 10, 2022 FPALA NexGen Study Groups
Wednesday, July 13, 2022 FPALA NexGen Study Groups
Thursday, June 23, 2022 FPA LA Mixer | Sherman Oaks
Wednesday, June 08, 2022 FPALA NexGen Study Groups
Tuesday, June 07, 2022 FPALA Board Meeting
Thursday, May 26, 2022 Educational Program: Dual Presentation by Black Rock & Wisdom Tree
Wednesday, May 11, 2022 FPALA NexGen Study Groups
Monday, May 09, 2022 FPA California: Pro Bono + Advocacy Week May 9th-14th
Thursday, April 28, 2022 FPA LA Networking Happy Hour: The Dudes' Brew
Wednesday, April 13, 2022 FPALA NexGen Study Groups
Wednesday, April 13, 2022 Collaborative WIM Event: "Master Mentors: 30 Transformative Insights from our Greatest Minds"
Saturday, April 02, 2022 Pro Bono Financial Literacy Day (Postponed)
Thursday, March 17, 2022 FPA LA Chapter Educational Meeting: The Family Phone Call Process - 10 Minutes to Engaging Clients - The Family Trees for Retention and Growth
Thursday, March 10, 2022 New Member Breakfast | FPA Los Angeles 3/10
Wednesday, March 09, 2022 FPALA NexGen Study Groups
Thursday, February 24, 2022 FPA LA Networking Happy Hour (the Bungalow)
Tuesday, February 15, 2022 Collaborative WIM Event: "The Power and Payoff of Non-Consensus Investing"
Wednesday, February 09, 2022 FPALA NexGen Study Groups
Wednesday, January 19, 2022 Collaborative WIM Presents: "The Psychology of Money"
Wednesday, January 12, 2022 FPALA NexGen Study Groups
Wednesday, December 08, 2021 FPALA NexGen Study Groups
Thursday, November 18, 2021 FPALA Monthly Program: "An Introduction to Blockchain Technology: Empowering Financial Advisors to Understanding Investing in the New Age"
Tuesday, November 16, 2021 New Member Breakfast: Networking and Information Session
Wednesday, November 10, 2021 FPALA NexGen Study Groups
Thursday, November 04, 2021 FPA OC/LA/SD SoCal Summit: "Finding Your Role In Estate Planning – How To Add Value Through Wealth Strategy Guidance"
Thursday, October 28, 2021 FPALA Monthly Program: "Cybersecurity: How You Can Establish Readiness"
Tuesday, October 19, 2021 Orange County Tax and Financial Forum
Saturday, October 16, 2021 Pro Bono Financial Planning Day
Wednesday, October 13, 2021 FPALA NexGen Study Groups
Thursday, September 23, 2021 Monthly Program: "Delivering Better Client Experiences with Technology"
Wednesday, September 22, 2021 FPA Annual Conference
Wednesday, September 08, 2021 September FPALA NexGen Study Groups
Thursday, August 26, 2021 Monthly Program: "IQ+EQ = Real Financial Planning"
Tuesday, August 24, 2021 2021 Advocacy Day in Sacramento
Thursday, August 12, 2021 FPA NexGen Gathering 2021
Wednesday, August 11, 2021 August FPALA NexGen Study Groups
Thursday, July 22, 2021 July Program: "Cryptocurrency: How Advisors Can Get Up to Speed"
Wednesday, July 14, 2021 JulyFPALA NexGen Study Groups
Wednesday, June 30, 2021 June Presentation: "Property Taxes: A Primer on Prop 19"
Wednesday, June 09, 2021 June FPALA NexGen Study Groups
Wednesday, May 12, 2021 May FPALA NexGen Study Groups
Wednesday, April 14, 2021 April FPALA NexGen Study Groups
Saturday, April 10, 2021 Pro Bono Financial Literacy Day
Thursday, March 25, 2021 New Member Breakfast: Networking and Information Session
Wednesday, March 10, 2021 FPALA NexGen Study Groups
Thursday, February 25, 2021 FPALA Monthly Program: "Conversation Circle: Diversity, Equity, and Inclusion
Wednesday, February 24, 2021 FPA-LA Lunchtime with Team Tony Robbins: February 24, 2021
Wednesday, February 10, 2021 FPALA NexGen Study Groups
Monday, February 01, 2021 FPALA Board Meeting
Thursday, January 28, 2021 "Optimize U: The Tools and Neuroscience of Peak-Performance"
Wednesday, January 13, 2021 FPALA NexGen Study Groups
Thursday, December 10, 2020 FPA of Los Angeles Holiday Happy Hour
Saturday, October 24, 2020 Financial Planning Day
Wednesday, October 21, 2020 NexGen SoCal Summit
Wednesday, October 14, 2020 NexGen So Cal Summit
Wednesday, October 07, 2020 FPA SoCal Summit - Applied Behavioral Finance with coaching Applications
Thursday, September 17, 2020 Financial Planning after the SECURE Act
Thursday, September 10, 2020 FPALA New Members Coffee via Zoom
Thursday, 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, P.O. Box 4130  Scottsdale, AZ 85261