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

Mission Statement

Chapter Happenings

2016 UPCOMING EVENT

 

Thurs., Sept 29    NEXGEN alt Happy Houralt
6:00 PM                and Round Table
                              Figueroa Mountain Brewing
                              137 Anacapa St, Santa Barbara

RSVP toGalen

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

 


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