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• Pro Bono Financial Literacy Days (DTLA, Tarzana, Palms)

  • Start
    Saturday, April 13, 2024
  •  
  • End
    Saturday, April 27, 2024
  •  
  • Schedule
    3 sessions
  • Location
    Varied Locations

  
  

  Click Here to Sign Up Today!
  

  
  

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• Member Appreciation Breakfast (Culver City)

  • When
    Thursday, April 25, 2024
  •  
    8:00 AM - 9:30 AM
  • Location
    Altruist Culver City: 3030 S La Cienega Blvd Culver City CA 90232
  • Registered
    3 registrants

  Register

  
  

  Parking Information

  There are 24 parking spaces directly adjacent to the building off of Perry Dr. Six of these spaces are tandem. If you park in a tandem space, please pull all the way up if you park here so another team member can park behind you.

  If the current 24 parking spaces are occupied, please park in the overflow lot at 5880 Adams Blvd. This parking lot is just across Perry Dr and a very short walk to the office. The parking gate off Adams Blvd will be opened at 8 am PT.

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• NexGen Study Group: COI Relationships and The Power of Storytelling

  • When
    Wednesday, May 08, 2024
  •  
    5:00 PM - 6:00 PM
  • Location
    Virtual: https://us06web.zoom.us/j/98304856088
  • Registered
    Be the first

  Register

  Please join us for our upcoming NexGen study session on how to build relationships with centers of influence. We will talk about how powerful storytelling is in the art of networking and share tips, tricks, ideas, and stories about what works and what doesn't. 

  
  

  
  

  Study Groups

  Second Wednesday of Each Month

  No Cost for Members to Attend
  

  Join Zoom Meeting

  https://us06web.zoom.us/j/98304856088

  Meeting ID: 983 0485 6088

  Find your local number: https://us06web.zoom.us/u/kdGv112JbW

  Study Groups are monthly meetings hosted by FPALA NexGen to discuss topics relevant to young professionals new to the financial planning profession.

  
  

  Your NexGen Team Leader

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• Mixer with Santa Monica Bar Association (Santa Monica)

  • When
    Tuesday, May 14, 2024
  •  
    6:00 PM - 8:00 PM
  • Location
    Osteria del Fornaio: 401 Wilshire Blvd Ste 140 Santa Monica CA 90401

  
  

  Click Here to Register Your Attendance

  
  

  

  
  

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• NexGen Study Group: AI and How We Use It For Financial Planning

  • When
    Wednesday, June 12, 2024
  •  
    5:00 PM - 6:00 PM
  • Location
    Virtual: https://us06web.zoom.us/j/98304856088
  • Registered
    1 registrant

  Register

  AI is the new hot topic and is changing industries around the world. Join us for a session to talk about how we can use it for financial planning.

  
  

  Study Groups

  Second Wednesday of Each Month

  No Cost for Members to Attend
  

  Join Zoom Meeting

  https://us06web.zoom.us/j/98304856088

  Meeting ID: 983 0485 6088

  Find your local number: https://us06web.zoom.us/u/kdGv112JbW

  Study Groups are monthly meetings hosted by FPALA NexGen to discuss topics relevant to young professionals new to the financial planning profession.

  
  

  Your NexGen Team Leader

  Show details
• Ethics CE & Happy Hour (DTLA)

  • When
    Thursday, June 20, 2024
  • Location
    TBD

  More Information to Come

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• NexGen Social

  • When
    Wednesday, July 10, 2024
  •  
    4:30 PM
  • Location
    TBD
  • Registered
    Be the first

  Register

  Join us for our in person NexGen Social!

  We can't wait to spend time together IRL and enjoying

  each other's company!

  
  

  
  

  Your NexGen Team Leader

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• Social Event (South Bay)

  • When
    Thursday, July 18, 2024
  • Location
    South Bay

  FPALA South Bay Social

  More information coming soon! 

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• NexGen Case Study: Cash Flow

  • When
    Wednesday, August 14, 2024
  •  
    5:00 PM - 6:00 PM
  • Location
    Virtual: https://us06web.zoom.us/j/98304856088
  • Registered
    Be the first

  Register

  Cash Flow is the core of financial planning. We are thrilled to present a case study all about cash flow analysis!

  
  

  Study Groups

  Second Wednesday of Each Month

  No Cost for Members to Attend
  

  Join Zoom Meeting

  https://us06web.zoom.us/j/98304856088

  Meeting ID: 983 0485 6088

  Find your local number: https://us06web.zoom.us/u/kdGv112JbW

  Study Groups are monthly meetings hosted by FPALA NexGen to discuss topics relevant to young professionals new to the financial planning profession.

  
  

  Your NexGen Team Leader

  Show details
• Pickleball Tournament with Avantis

  • When
    Thursday, August 15, 2024

  Join us for the FPALA Pickleball tournament with Avantis

  More Information Coming Soon!

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• Pro Bono Financial Planning Day (DTLA)

  • When
    Saturday, October 19, 2024
  •  
    9:00 AM - 2:00 PM
  • Location
    Downtown LA Central Library

  SAVE THE DATE!

  Pro Bono Financial Planning Day

  October 19, 2024

  In-person, Downtown Central Library

  9 am - 2 pm (Appointments are likely to commence at 10 am  and end at 2 pm)

  
  

  Save the Date! Our biggest Pro Bono event of the year, FPA LA's Financial Planning Day, is Saturday, October 19th! We'll be in person again at the Downtown Central LA Public Library. With the assistance of our co-hosts, the LA Public Library staff, we'll conduct our one-on-one sessions with well over 100 pro bono participants.  

  Lunch and refreshments will be provided to all volunteers. CFP® certification is required to conduct pro bono sessions and to be covered by FPA's E&O Policy. Volunteers pursuing their CFP® marks can earn experience towards their CFP® and sit in to observe the sessions with a volunteer CFP® planner. Live workshops for the public will be ongoing during the event. As we get closer to October, we'll be updating our Volunteer Financial Planning Day Resource page here with more information, but please feel welcome to contact us if you have any questions!

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• NexGen Study Group: Psychology and Financial Relationships

  • When
    Wednesday, November 13, 2024
  •  
    5:00 PM - 6:00 PM
  • Location
    Virtual: https://us06web.zoom.us/j/98304856088
  • Registered
    Be the first

  Register

  As financial planners, psychology is fundamental to our client relationships. It is also integral in how clients relate to their own finances and to each other. Join us to explore this critical topic.

  
  

  Study Groups

  Second Wednesday of Each Month

  No Cost for Members to Attend
  

  Join Zoom Meeting

  https://us06web.zoom.us/j/98304856088

  Meeting ID: 983 0485 6088

  Find your local number: https://us06web.zoom.us/u/kdGv112JbW

  Study Groups are monthly meetings hosted by FPALA NexGen to discuss topics relevant to young professionals new to the financial planning profession.

  
  

  Your NexGen Team Leader

  Show details
• Holiday Party

  • When
    Thursday, December 12, 2024
  • Location
    TBD

  Join us for the FPALA Holiday Party
  More Information Coming Soon!

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