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

Mission Statement

Chapter Happenings

2016 UPCOMING EVENTS


Friday, May 20       Quarterly Educational MeetingTower Club
8:00 AM to Noon      The Tower Club, Oxnard
Presenter 1: Bill Dallas, CEO w/Skyline Financial
Topic:  Home Sweet Home or Toxic Waste
Presenter 2:  John Buerger, CFP
Topic: Changing Client Perceptions About Spending, Cash Flow & Budgets

Early Bird Prices:   $45 member    $65 nonmember
After April 30th:    $50 member    $70 nonmember
alt Meeting Flyer                                     Register

 Monday, June 6       NexGen Meet & Greetalt
Time: Happy Hour    Location: TBD

For more details contact:  Galen

 
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

 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?
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MEMBERSHIP 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

 

  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