FPA of Los Angeles upcoming events

Pro Bono Financial Literacy Day - DTLA (Saturday, April 18, 2026)

Sat, 18 Apr 2026 16:30:00 GMT

Pro Bono Financial Planning Days

Give back with pro bono financial advice!

FPA of Los Angeles will hosting two events at Los Angeles libraries.

CFP® certification is required to lead sessions and qualify for our E&O policy.

Saturday 4/18

9:30 am - 1:00 pm
DTLA Central Library

Saturday 4/25

9:30 am - 1:00 pm
Palms - Palms - Rancho Park Branch

Sign Ups Opening Soon

FPALA Happy Hour + Learn (Wednesday, April 22, 2026)

Thu, 23 Apr 2026 00:00:00 GMT

Happy Hour + Learning | Sponsored by J.P. Morgan

Tuesday, April 22, 2026
5:00 PM – 7:00 PM
1212 Santa Monica, Santa Monica, CA

Join FPA LA for an evening of connection, conversation, and practical insights. This happy hour brings together advisors for meaningful discussions on global markets and retirement planning opportunities.

We’ll kick things off with networking, followed by small-group conversation circles led by industry professionals from J.P. Morgan. Each session is designed to be interactive, practical, and relevant to the work you’re doing with clients today.

Conversation Circles:

1. International Equities: Navigating Global Market Opportunities

A discussion on global equity volatility, recent international market performance, and how advisors can position portfolios in a shifting landscape.

Led by:

Tom Buckingham, CFA – Portfolio Manager, J.P. Morgan Asset Management
Nelson Edwards, CFA – Investment Specialist, J.P. Morgan Asset Management

2. 401(k) Opportunities: Supporting Business Owners in a Changing Landscape

Explore how retirement plan mandates (e.g., CalSavers) and SECURE 2.0 tax credits are creating new opportunities for advisors working with business owners.

Led by:

Yen Nguyen - External Retirement Plan Client Advisor, J.P. Morgan

Speaker Highlights

Tom Buckingham, CFA
Portfolio Manager in J.P. Morgan’s International Equity Group, based in London, with a focus on income and value strategies. With the firm since 2007.

Nelson Edwards, CFA
Investment Specialist in the International Equity Group, based in New York. Brings experience across global markets and fixed income strategies.

Yen Nguyen
External Retirement Plan Client Advisor at J.P. Morgan, supporting advisors and clients across multiple states. Experienced in retirement plan strategy and advisor engagement.

Pro Bono Financial Literacy Day - Palms-Rancho (Saturday, April 25, 2026)

Sat, 25 Apr 2026 16:30:00 GMT

FPA of Los Angeles'

Pro Bono Financial Planning Days

Give back with pro bono financial advice!

FPA of Los Angeles will hosting two events at Los Angeles libraries.

CFP® certification is required to lead sessions and qualify for our E&O policy.

Saturday 4/18

9:30 am - 1:00 pm
DTLA Central Library
*time subject to change

Saturday 4/25

9:30 am - 1:00 pm
Palms - Rancho Branch
*time and location subject to change

Sign Ups Opening Soon

NexGen Study Group: "Understanding your Contract - Finding your Fit" (Wednesday, May 13, 2026)

Thu, 14 May 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 review employment contracts. What to look out for, how to negotiate your compensation, etc.

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

2026 Practice Management Summit (Friday, May 15, 2026)

Fri, 15 May 2026 19:00:00 GMT

2026 Practice Management Summit

More Information to Come!

Good People. Bad Things. "A LearningHub+ Course" (Wednesday, May 20, 2026)

Wed, 20 May 2026 16:00:00 GMT

NexGen Study Group: Mentorship (Wednesday, June 10, 2026)

Thu, 11 Jun 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, attendees will gain insights into effective mentorship strategies, the benefits of being both a mentor and a mentee, and the significant impact mentorship has on career advancement and personal development.

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, June 16, 2026)

Wed, 17 Jun 2026 01:00:00 GMT

Joint Mixer with Santa Monica Bar Association

June 16, 2026

More Information to Come!

NexGen Study Group: Networking Event/Happy Hour (Wednesday, July 08, 2026)

Thu, 09 Jul 2026 00:00:00 GMT

Study Groups

Second Wednesday of Each Month

No Cost for Members to Attend

Details for this networking event/happy hour to follow

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

Mid City Pop Up Mixer - All Season's Brewing (Thursday, July 16, 2026)

Thu, 16 Jul 2026 07:00:00 GMT

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

Thu, 23 Jul 2026 07:00:00 GMT

South Bay Pop Up Mixer

Lil' Simmzy's on the Deck 850 S Sepulveda Blvd, El Segundo, CA 90245

More Information to Come!

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

Pickleball - SoCal Chapter Combo (SGV/OC) (Thursday, August 20, 2026)

Thu, 20 Aug 2026 07:00:00 GMT

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

Thu, 03 Sep 2026 07:00:00 GMT

Joint Mixer with CFALA and FPALA

More Information to Come!

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

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

Thu, 12 Nov 2026 16:00:00 GMT

2026 FPALA & FPASGV Summit

More Information to Come!

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

Pro Bono Financial Literacy Day - DTLA (Saturday, April 18, 2026)

FPALA Happy Hour + Learn (Wednesday, April 22, 2026)

Pro Bono Financial Literacy Day - Palms-Rancho (Saturday, April 25, 2026)

NexGen Study Group: "Understanding your Contract - Finding your Fit" (Wednesday, May 13, 2026)

2026 Practice Management Summit (Friday, May 15, 2026)

2026 Practice Management Summit

More Information to Come!

Good People. Bad Things. "A LearningHub+ Course" (Wednesday, May 20, 2026)

NexGen Study Group: Mentorship (Wednesday, June 10, 2026)

Joint Mixer with Santa Monica Bar Association (Tuesday, June 16, 2026)

NexGen Study Group: Networking Event/Happy Hour (Wednesday, July 08, 2026)

Mid City Pop Up Mixer - All Season's Brewing (Thursday, July 16, 2026)

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

South Bay Pop Up Mixer

Lil' Simmzy's on the Deck 850 S Sepulveda Blvd, El Segundo, CA 90245

More Information to Come!

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

Pickleball - SoCal Chapter Combo (SGV/OC) (Thursday, August 20, 2026)

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

Joint Mixer with CFALA and FPALA

More Information to Come!

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

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

2026 FPALA & FPASGV Summit

More Information to Come!

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!