"Techniques for Mitigating Tax

Costs in Investing"

by Lauren Barrett, Managing Regional Director, West Coast of Natixis​

​

www.linkedin.com/in/laurenbarrett369/

www.natixis.com

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105


Monthly Meeting 

Via Zoom


12:00 p.m. - 1:30 p.m.


Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105



"Employment Law During COVID-19"

by Cynthia Hackler Flynn, Esq.

​

9/23/2020

Monthly Luncheon

11:45 a.m. - 1:30 p.m.

8/26/2020

7/22/2020

CANCELLED


Monthly Luncheon

11:45 a.m. - 1:30 p.m.

1/22/2020

Monthly Luncheon

Holiday Party

11:45 - 1:30 pm

Date                        Event                                        Topic                                         LOCATION                                           RSVP

Online through WebEx

Call Alex Zepkowski at 626 689-2007 or

alex.zepkowski@lakeavenuefinancial.com

8/5/2020

12/9/2020


"A Roadmap for Fixed Income Investing in a

Pandemic Economy"


by Eddy Vataru, President & Chief Investment

Officer Total Return Osterweis Capital Management




"Communicating in a Pandemic and Beyond:

How to Maximize Your Message and Virtual Technology" by Jane Brust

Monthly Virtual Meeting


12:00 p.m. - 1:00 p.m.

10/28/2020

4/22/2020



FPA San Gabriel Valley Monthly Meeting

 

 

Date:                Wednesday,  July 22, 2020

Time:               12:00pm to 1:00pm​

Topic:              "A Roadmap for Fixed Income Investing in a

                         Pandemic Economy"                        

Speaker:         Eddy Vataru, Vice President & Chief Investment

                        Officer Total Return Osterweis Capital Management

​

   

    

 

Monthly Meeting

Via Zoom

12:00 p.m. - 1:00 p.m.

 

"The Tax Aspects of the SECURE

Act and Its Implications"

by David Ellis

​

Join Zoom Meeting
https://zoom.us/j/96183625000?pwd=U3VjdlB3QWZ6cVV1Smc0eTMyT2d0UT09

Meeting ID: 961 8362 5000  |  Password: 1906

Dial in:
(312) 626-6799
Meeting ID: 961 8362 5000
Password: 1906

Monthly Luncheon

11:45 a.m. - 1:30 p.m.

Financial Planning

Virtual Study Group

11:00 a.m. - 12:15 p.m.

Monthly Meeting

Via Zoom


12:00 p.m. - 1:00 p.m.

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105


11/3/2020

2/26/2020

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105


"Safeguarding Against Elder Financial Abuse

(For Financial Professionals) - 

How to Detect, Report and Prevent."

 

by Gideon Schein, MBA, CDMM of Eddy & Schein Group

6/24/2020

"The Evolution of Trust Protectors"

by Karen Mateer, Attorney at Law

​

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105


"Deal Structures That Work"


by John Turner, Managing Director at Live Oak Bank

5/27/2020

Join Zoom Meeting
https://zoom.us/j/96183625000?pwd=U3VjdlB3QWZ6cVV1Smc0eTMyT2d0UT09

Meeting ID: 961 8362 5000  |  Password: 1906

Dial in:
(312) 626-6799
Meeting ID: 961 8362 5000
Password: 1906

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105


3/25/2020

Monthly Luncheon

11:45 a.m. - 1:30 p.m.

Monthly Luncheon

11:45 a.m. - 1:30 p.m.

Please Bring a Gift to Support Elizabeth House

Monthly Luncheon

11:45 a.m. - 1:30 p.m.

Joint Networking Mixer

5:30 pm -  8:00 p.m.

FPA Strategic Meeting

10:00 a.m. - 1:00 p.m.


No Luncheon Meeting - Dark November

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105