Upcoming Events

Webinar | Confused by retirement planning? You’re not alone.

From 401(k)s and Roth options to planning for freelancers, entrepreneurs and those without employer-sponsored plans, today’s retirement landscape can feel overwhelming. WISE is bringing together retirement experts for a dynamic and highly practical webinar designed to help you better understand your options — and avoid common mistakes that can impact your future. Featuring retirement experts from State Street Investment Management and WISE, this conversation will cover:  401(k)s, Roth options and maximizing employer-sponsored plans  Retirement planning options for freelancers and entrepreneurs  Common mistakes and misconceptions that can impact long-term savings   Practical guidance for building retirement security at every stage of life and career  Actionable ideas to help you take greater control of your financial future This is one of those conversations everyone wishes they had earlier. Register Here

Western Region Speaker Series: State Street IM Presents "How to do more for the core"

Sector investing can be a cost-efficient and powerful portfolio construction tool to help investors optimize the core by pursuing strong-performing sectors to capture outperformance, while reducing costs and risks associated with individual stock selection. Join the experts at State Street Investment Management and learn how you can do more for your core with a sector strategy. Topics covered will include: An overview of sector investing The role sectors play in portfolio construction Exploring cyclical sector trends driving momentum Financial planning considerations Register Here   Speaker Bio: CJ Dennis, CFA, serves as a Sector Strategist for the Western U.S. at State Street Investment Management. In this role, CJ is responsible for engaging with financial advisors and sharing State Street’s best thinking on portfolio construction. His area of expertise is helping advisors learn how sector-based strategies can be utilized to improve various risk and return metrics for their client portfolios. A seasoned investment professional with over a decade of experience specializing in institutional asset management and portfolio analytics. CJ has a strong background in institutional-level investment strategy, asset allocation, and Outsourced Chief Investment Officer (OCIO) solutions. He is a recognized leader and engaging public speaker, skilled at educating diverse stakeholders—from boards of directors to financial advisors—and serving as a trusted strategic partner. Prior to joining State Street, CJ held senior positions in institutional asset management at Wells Fargo and The Vanguard Group, where he managed multi-billion dollar portfolios for institutional clients. He is an active industry leader, serving as a board member and past President of the CFA Society of Phoenix. CJ holds the Chartered Financial Analyst (CFA) designation and earned his Bachelor's in Finance from New Mexico State University.

25th Annual Summer Baseball Social

Join us for networking, food and drinks behind the waterfall in centerfield at 5 PM. After the reception, we all sit together to watch the game. Please bring friends and colleagues to this family-friendly event that is an annual tradition in the CFAOC! Register Today

Future Proof Festival

Your Pass to the world's largest wealth festival Future Proof is a premier wealth management event bringing together financial advisors, private investors, asset managers, fintech companies, and more. The event features informative sessions, networking opportunities, and cutting-edge industry insights. Join us in Huntington Beach, CA, from September 14-17, and be a part of the wealth management ecosystem’s evolution. September 14-17, 2026 Huntington Beach, CA Learn More and Register Here

Invest in Yourself Networking Series - September Happy Hour

Come join us for another opportunity to network with other financial services professionals both members and non-members! Enjoy drinks and appetizers as you meet-and-greet with new associates. Location: VEA Newport Beach, A Marriott Resort & Spa, 900 Newport Center Dr, Newport Beach, CA 92660 Register Here

Invest In Yourself Networking Series: October Happy Hour

Come join us for another opportunity to network with other financial services professionals both members and non-members! Enjoy drinks and appetizers as you meet-and-greet with new associates. Members: FREE Non-Members: $20 Register Today!

Annual CFAOC Charterholder Dinner and Holiday Party

Join us for our Annual Charterholder Dinner and Holiday Party with CFA Society Orange County! This annual event brings together our newly awarded Charterholders for an evening of fun and recognition.  Back by popular demand- Bruce Emken, CFA, CIMA, CAIA, With his fun and unique “12 Days Of Christmas” Keynote speaker TBD $55 Members, $125 for Non-Members Register Here Hyatt Huntington Beach 21500 Pacific Coast Hwy, Huntington Beach, CA 92648 Valet Parking Included