Events & Member Seminars

OCEA members have exclusive access to trainings and other professional development opportunities. We offer expert guidance to help members succeed throughout their professional careers and personal lives, from helping to plan a will or trust to buying a home to crafting a resume.

Asset Allocation

October 24, 2019 | Noon–1 p.m. | OCEA Assembly Room, 830 N. Ross St., Santa Ana, CA 92701

Learn about different types of investments, evaluate and learn about risk and build a basic investment strategy. • Determine retirement savings goal • Determine time horizon • Identify risk tolerance • The importance of allocating investments among asset classes • The importance of diversifying investment options within asset classes