"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

Monthly Meeting 

Via Zoom


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

Please Bring a Gift to Support Elizabeth House

"Deal Structures That Work"


by John Turner, Managing Director at Live Oak Bank

5/27/2020

12/9/2020



FPA San Gabriel Valley Monthly Meeting

 

 

Date:                Wednesday,  September 23, 2020

Time:               12:00pm to 1:00pm

Topic:              "Gardeners, Gifts, and Garbage"                        

Speaker:         Jeff Moran, President & Auctioneer

                        John Moran Auctioneers, Inc.


   

    

 

Financial Planning

Virtual Study Group

11:00 a.m. - 12:15 p.m.

Monthly Virtual Meeting

12:00 p.m. - 1:00 p.m.

10/28/2020

9/23/2020

8/26/2020

7/22/2020

Monthly Meeting

Via Zoom

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

Monthly Meeting

Via Zoom


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

4/22/2020

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105


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

"Changes and New Opportunities in the Local Commercial and Residential Real Estate Market"


Panel Discussion with Bill Ukropina, EVP Coldwell Commercial Banker, and Cynthia Cohn, Owner of Cynthia Cohn & Associates Real Estate Brokerage



Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105


"Employment Law During COVID-19"

by Cynthia Hackler Flynn, Esq.


"Safeguarding Against Elder Financial Abuse

(For Financial Professionals) - 

How to Detect, Report and Prevent."

 

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

Monthly Luncheon

11:45 a.m. - 1:30 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

3/25/2020

Monthly Virtual Meeting

12:00 p.m. - 1:00 p.m.

"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

Online through WebEx

Call Alex Zepkowski at 626 689-2007 or

alex.zepkowski@lakeavenuefinancial.com

8/5/2020

Monthly Virtual Meeting

12:00 p.m. - 1:00 p.m.



"Gardeners, Gifts, & Garbage"


by Jeff Moran, President & Auctioneer

John Moran Auctioneers, Inc.



"The Evolution of Trust Protectors"

by Karen Mateer, Attorney at Law


Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105



Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105


11/4/2020

Monthly Virtual Meeting

12:00 p.m. - 1:00 p.m.

6/24/2020

Join Zoom Meeting
https://dadco.zoom.us/j/91413250474?pwd=RUltTERsWXRTUllOS0dSUHYwZ2hYUT09

Meeting ID: 914 1325 0474  |  Passcode: FPA20Moran

Dial in:

One tap mobile
+16699006833,,91413250474#

Join Zoom Meeting
https://dadco.zoom.us/j/91413250474?pwd=RUltTERsWXRTUllOS0dSUHYwZ2hYUT09

Meeting ID: 914 1325 0474  |  Passcode: FPA20Moran

Dial in:
One tap mobile
+16699006833,,91413250474#

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105


 

2/26/2020


Monthly Luncheon

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

FPA Strategic Meeting

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


No Luncheon Meeting - Dark November