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

Mission Statement

Chapter Happenings

OUR NEXT EVENT

Out of an abundance of caution, and for the safety and health of our members the Board has decided to cancel the May 15 meeting due to concerns over the coronavirus.
We are currently working to reschedule our speaker, Jeffrey Levine for a meeting sometime this year. We will notify members once we have secured a date.
REGISTER FOR MEETING

Friday, May 15      Quarterly Educational Meeting  - CANCELED
8:00 AM to Noon   Spanish Hills Country Club, Camarillo

Presenter:  Jeffrey Levine, 
CPA/PFS, CFP®, CWS®, MSA, CEO, Director of Financial Planning


Jeffrey is the Lead Financial Planning Nerd for Kitces.com, and is also the President of Fully Vested Advice, Inc., which provides financial educaon and consulng services to industry professionals. He also serves as the CEO and Director of Financial Planning for BluePrint Wealth Alliance LLC, a Registered Investment Adviser, where he drives the firm’s vision of delivering a unique, modern approach to financial, tax and estate planning.

At this meeng, Jeffrey will make two presentaons on two different topics:

Topic 1: Settle Every Community Up for Retirement Enhancement (SECURE) Act
On December 20, 2019, President Trump signed the SECURE Act, ushering in the most significant direct changes to the laws for rerement accounts since the Pension Protecon Act of 2006. In this session, a;endees will learn about each of the major changes made by the SECURE Act, exploring both the new challenges, and planning opportunies, it creates.

Topic 2:  TBD

 Early Bird Prices:   $50 member    $70 nonmember
After April 30th:      $55 member    $75 nonmember                    alt View Meeting Flyer
Student Members     $25 member

Register Now

 


 2020 SEASON PASS

CHAPTER MEMBERS - The 2020 Season Pass is now available for purchase. You pay only $110 for the remaining 3 Quarterly Meetings - a $90 savings!

Purchase Now

 


ANNOUNCEMENTS

 


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NexGen - Virtual Meeting



The chapter's NexGen study group is planning to meet up virtually on April 2, 2020 at 8:00 a.m.

The initial topic will be: How your firm has changed its operation to deal with isolation orders. However, you are also welcome to bring your own questions and topics.

Contact Galen for a Zoom invitation.


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.


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

[email protected]
1-877-281-0675
P.O. Box 188, Camarillo, CA 93011