The OC Chapter has a robust array of special interest groups or "Affinity Programs". Whether it's Hiking, Golf, Wine Tasting, Investment Groups or other interests, we have the group for you! Come join your local finacial executives for some fun events! 

Affinity Program Calendar
The 2019/2020 Affinity Program Calendar will be updated shortly! 

Retiree Calendar
October 2, 2019 -  Retiree Group has scheduled a tour of Nixon Library and Apollo 11 Exhibit in celebration of the 50th anniversary of the historic Apollo 11 moon landing.  The exhibit will be on display only through January 12, 2020. 
All members are welcome to join the tour by emailing Jeff Badrtalei: by no later than Monday September 30. 

Retiree Investment Group

Meetings will be held on the following dates:
September 25, 2019
December 4, 2019
January 22, 2020
April  22, 2020

If you are interested in any of the retiree events for the OC chapter, please contact Bill Pavony at