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

Mission Statement

Chapter Happenings

2018 UPCOMING EVENT


REGISTER FOR MEETING

Friday, May 11       Quarterly Educational Meetingalt

8:00 AM to Noon   Santa Barbara Inn, Santa Barbara
Presenter 1:  Boyd Hudson, Esq & Charles Stanislawski, MBT
Topic:  2018 & Future Tax Planning: How to Avoid Painful Blunders
Presenter 2:  Terri Hilliard Olson, Esq.
Topic:  Special Needs Planning 101

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

Register Now 


Click below for more details on Chapter Quarterly Meetings?

Click Here

 

ANNOUNCEMENTS

Educational Opportunity


altThe California Lutheran University School of Management
offers a variety of options for financial  planning professionals seeking a graduate degree. The MBA in Financial Planning provides the technical and business administration skills needed to pursue a leadership position or start and sustain your own practice. The new MS in Financial Planning refines your specialized financial planning acumen and client-relationship skills for advancement in the financial planning profession. 

Next online information session is March 7!               Click for more Info or to Register 


alt2018 Season Pass

Members Only - The 2018 Season Pass is now available for purchase. Pay a one time fee of $100 and attend all 4 educational meetings this year - a savings of $80!     BUY NOW


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