FPA of Los Angeles upcoming events

South Bay Pop Up Mixer - Lil' Simmzy's on the Deck (Thursday, July 23, 2026)

Fri, 24 Jul 2026 00:30:00 GMT

South Bay Pop Up Mixer

Thank you to Cambria Investment Management for supporting this Mixer!

Your boots on the ground chapter host is Uziel Gomez. Can't find the group, need an assist? Reach out to Uziel at 818-277-0956

Pro Bono LA Fire Survivor's Clinic - Volunteers Needed! (Saturday, August 08, 2026)

Sat, 08 Aug 2026 16:00:00 GMT

Sign up to Volunteer Here

In the wake of the devastating Altadena fires, the FPA of Los Angeles, in partnership with United Policyholders, California Community Foundation, and others, is hosting a dedicated pro bono financial planning clinic to support fire-affected households.

Many Altadena households have lost their homes and are now navigating complex insurance claims, government assistance programs, and the difficult task of long-term financial rebuilding. As CFP® professionals, your expertise can be the bridge between current uncertainty and a structured path forward.

We've been waiting for the right time to provide our expertise and meet fire survivors where they are in their recovery process. Now that immediate needs have been met for many, fire survivors have started requesting access to financial guidance. We'd love to have you join us and provide your compassionate expertise.

Event Details

Date: Saturday, August 8th, 2026

Time: 9:00 AM – 2:30 PM

Location: The Collaboratory (540 West Woodbury Road, Altadena, CA, 91001)

Format: One-on-one, 45-minute pro bono financial consultations (10 am - 2 pm)

How You’ll Help

Volunteers will provide objective, ethical, and no-strings-attached guidance on topics such as:

Emergency Cash Flow: Prioritizing bills and managing debt during displacement. Reviewing their budget to bridge financial gaps.
Managing Insurance Settlements: Navigating payouts vs replacement costs.
Tax Considerations: Understanding the tax implications of casualty losses.
Resource Navigation: Helping families understand FEMA or SBA loan options.

Volunteer Requirements

Volunteers must be a CFP® professional. All consultations and advice must be strictly pro bono. Solicitation of any business or selling of any product or service is strictly prohibited. No business cards may be given out during the event.

Training: A comprehensive "Disaster Recovery Orientation" webinar was held to cover specific Altadena relief resources, what the community is currently facing, and provide additional details to help you feel prepared.

To watch the webinar, click here: UP training

Please contact the FPA of Los Angeles pro bono team if you have any questions.

Lunch and refreshments will be provided to all in-person volunteers. Please plan to stay after 2 pm to enjoy lunch and share your experience with other volunteers.

NexGen Study Group: "Listicle Topic: Books That Every Advisor Should Read" (Wednesday, August 12, 2026)

Thu, 13 Aug 2026 00:00:00 GMT

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

In this study session, we will go over some of our favorite books we've read, whether it's related to our careers, personal development, or just for fun!

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

Joint Mixer with CFALA and FPALA (Thursday, September 03, 2026)

Fri, 04 Sep 2026 00:00:00 GMT

Registration is through CFALA.

NexGen Study Group: "UCLA Extension Panel" (Wednesday, September 09, 2026)

Thu, 10 Sep 2026 00:00:00 GMT

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

Joint Mixer with Santa Monica Bar Association (Tuesday, September 22, 2026)

Wed, 23 Sep 2026 01:00:00 GMT

Joint Mixer with Santa Monica Bar Association

Sep 22, 2026

More Information to Come!

Sponsor: Federated Hermes, Inc

FPA NexGen SoCal Summit (Saturday, October 17, 2026)

Sat, 17 Oct 2026 16:00:00 GMT

7/15/26: Posted as a placekeeper. Updated Flyer and registration link to come.

Click Here for Further Details and to Sign Up Today!

Huge Thank You to This Programs Sponsor!

Lunch & Learn: (Tuesday, October 20, 2026)

Tue, 20 Oct 2026 20:00:00 GMT

Lunch & Learn

Hosted by Calamos

Topic: Client Psychology and Financial Planning

Pro Bono Financial Planning Day (Saturday, October 24, 2026)

Sat, 24 Oct 2026 16:30:00 GMT

FPA of Los Angeles's Pro Bono Financial Planning Day is Saturday, October 24th!

Sign Up Today!

7/15/26 note: Updated Flyer and Registration Links coming soon

Calling CFP® practitioners to volunteer and give back to our community during our 14th Annual Financial Planning Day at the Downtown Central Library. Join us for a day of giving back through one-on-one sessions with pro bono clients and workshops with the public. Register Here!

2026 FPALA & FPASGV Summit (Thursday, November 12, 2026)

Thu, 12 Nov 2026 16:00:00 GMT

2026 FPALA & FPASGV Summit

Theme: Planning Alpha: Delivering Value Beyond Investment Returns

Presenters:

Wendy Leggett: Redefining Retirement: Expanding Readiness Beyond the Numbers

Heidi King: Financial Strategies to Pay for College

Modern Advisor Toolkit: Panel Discussion

Phillip Toews: The Behavioral Portfolio

Sponsors:

My Tech

Calamos

Federated Hermes

NexGen Study Group: TBD (Wednesday, December 09, 2026)

Thu, 10 Dec 2026 01:00:00 GMT

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.

FPA of Los Angeles upcoming events

South Bay Pop Up Mixer - Lil' Simmzy's on the Deck (Thursday, July 23, 2026)

South Bay Pop Up Mixer

Thank you to Cambria Investment Management for supporting this Mixer!

Pro Bono LA Fire Survivor's Clinic - Volunteers Needed! (Saturday, August 08, 2026)

To watch the webinar, click here: UP training

NexGen Study Group: "Listicle Topic: Books That Every Advisor Should Read" (Wednesday, August 12, 2026)

Joint Mixer with CFALA and FPALA (Thursday, September 03, 2026)

NexGen Study Group: "UCLA Extension Panel" (Wednesday, September 09, 2026)

Joint Mixer with Santa Monica Bar Association (Tuesday, September 22, 2026)

FPA NexGen SoCal Summit (Saturday, October 17, 2026)

Lunch & Learn: (Tuesday, October 20, 2026)

Pro Bono Financial Planning Day (Saturday, October 24, 2026)

2026 FPALA & FPASGV Summit (Thursday, November 12, 2026)

2026 FPALA & FPASGV Summit

Theme: Planning Alpha: Delivering Value Beyond Investment Returns

NexGen Study Group: TBD (Wednesday, December 09, 2026)

FPALA Holiday Luncheon Social & Toy Drive (Thursday, December 10, 2026)

FPALA Holiday Luncheon Social & Toy Drive

More Information to Come!