FPA of Ventura County
Serving Los Angeles, Santa Barbara, San Luis Obispo and Ventura Counties

Mission Statement

Chapter Happenings

2017 UPCOMING EVENT

 
Friday, Feb 17       Quarterly Educational Meetingalt

8:00 AM to Noon   Santa Barbara Inn, Santa Barbara
Presenter 1:  Mark Prendergast, CFP®, CPA, CDFA
Topic: Tax & Financial Planning in the Midst of Divorce
Presenter 2:  Eveyln Zohlen, MBA, MS, CFP®
Topic: TBA

 Early Bird Prices:   $45 member    $65 nonmember
After Jan 31st   $50 member    $70 nonmember                     View Meeting Flyer

Friday, May 19       Quarterly Educational Meetingalt

8:00 AM to Noon   Los Robles Golf Course, Thous Oaks
Presenter 1:  Chris Hamilton, CPA, CFE, CVA
Topic:  Forensic Accounting
Presenter 2:  David Bergman, CFP®, CLU, ChFC
Topic: 2 Hour Ethics for Financial Planners

 Early Bird Prices:   $45 member    $65 nonmember
After Apr 30th   $50 member    $70 nonmember                     View Meeting Flyer

Friday, Aug 18       Quarterly Educational Meetingalt

 8:00 AM to Noon   Location TBD
Presenter 1:  TBD
Topic:  TBD
Presenter 2:  TBD
Topic: TBD

 

 Early Bird Prices:   $45 member    $65 nonmember
After Jul 31st   $50 member    $70 nonmember                     View Meeting Flyer

 

 Click below for more details on Chapter Quarterly Meetings?

Click Here

 

ANNOUNCEMENTS

Internship Program

The MBA in Financial Planning at California Lutheran University (CLU) is setting up an Internship Program for career changers in our area. While CLU can give them the technical skills to be good planners and pass the CFP, only you can help them learn those practical skills that they will need to be great planners.

The Internship Program will be run through the FPA Ventura County and will be administered by Mark Edwards, MBA. The Internship Agreement (based on the FPA endorsed format) can be download by clicking on the link below. If you have any questions or are interested in exploring this opportunity please contact Mark Edwards.

alt Internship Agreement

 


DOL Fiduciary Rule - Article Resources

We have put together a listing of articles, webinars and other information on the new DOL Fiduciary Rule to provide you with as many resources as possible on this important new rule.

DOL New Fiduciary Rule

 

  Find a Financial Planner or Certified Financial Planner (CFP®) in your area


For any questions please contact

info@fpaventura.org
1-877-281-0675
P.O. Box 188, Camarillo, CA 93011