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

Mission Statement

Chapter Happenings

2016 UPCOMING EVENT

 
Friday, Aug 19       Quarterly Educational MeetingSpanish Hills Mtg
8:00 AM to Noon     Spanish Hills Country Club, Camarillo
Presenter 1:  John Anderson, SEI
Topic:  Fees at a Crossroads
Presenter 2:  Sheryl Rowling
Topic: Tax Efficient Investing for RIAs

Early Bird Prices:   $45 member    $65 nonmember
After July 31st:    $50 member    $70 nonmember             Download meeting flyer
Register

 Friday, Nov 18       Quarterly Educational Meetingalt
8:00 AM to Noon     Spanish Hills Country Club, Camarillo
Presenter 1:  Paul Norr, CFP®
Topic:  Mindfulness for Financial Planners
Presenter 2:  TBD
Topic: TBD

 Early Bird Prices:   $45 member    $65 nonmember
After Oct 31st:    $50 member    $70 nonmember

 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

 


 2016 Diversity Scholarship

'The FPA Diversity Committee, supporting FPA's Diversity and Inclusion Initiative, provides a merit-based scholarship program to sponsor Diversity Scholarship recipients to attend an FPA National conference, collaborate with the FPA community, and promote inclusivity and creativity within the financial planning profession.

Awarded to financial services students and professionals who demonstrate and act upon an intense desire to promote diversity in the financial planning profession. View Flyer alt

Applications are due by: August 5, 2016          Application Form

 


 FPA-LA | Building a 21st Century Practice Expo

FPA-LA is offering a one-day conference with Keynote Speaker, Joel Bruckenstein. Seminars and breakout sessions will be presented by the best minds in the biz on the technology trends, best practice management techniques and more!  View Flyer alt

August 25, 2016  8am - 6pm
Westside Conference Center
6100 Center Drive, Los Angeles, CA 90045 (near LAX)

Register before August 4th to get the best rate.


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