FPA San Gabriel Valley
Come volunteer to serve on leadership and help plan for next year!
TBD
by TBD
Offices of D.A. Davidson
301 N. Lake Ave., Suite 800
Pasadena, CA 91101
(Parking under the building, on level P1 will be validated)
Monthly Luncheon
11:30 a.m. - 1:00 p.m
"Case Study Review"
by Linda Polwrek, CFP®
President
Polwrek Financial
Annandale Golf Club
One N. San Rafael Ave.
Pasadena, CA 91105
"Life Insurance Settlements"
by Lisa Rehburg
President
Rehburg Life Settements
"Case Study Review"
by Linda Polwrek, CFP®
President
Polwrek Financial
Annandale Golf Club
One N. San Rafael Ave.
Pasadena, CA 91105
10/25/2023
8/24/2023
7/19/2023
4/19/2023
1/25/2023
Holiday Party
and Year-end Celebration
11:30 a.m. - 1:00 p.m.
Annandale Golf Club
One N. San Rafael Ave.
Pasadena, CA 91105
RSVP required by April 14th
Sorry, No exeptions and No Refunds.
Walk-In will not be admitted
Monthly Luncheon
11:30 a.m. - 1:00 p.m
Zoom Meeting
Study Group
12:00 p.m. - 1:30 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
6/28/2023
There is no fee for this event, Just RSVP to:
Linda@Polwrekfinancial.com
8/23/2023
Annandale Golf Club
One N. San Rafael Ave.
Pasadena, CA 91105
5/24/2023
There is no fee for this event, Just RSVP to:
Linda@Polwrekfinancial.com
"Case Study Review"
by Linda Polwrek, CFP®
President
Polwrek Financial
Annandale Golf Club
One N. San Rafael Ave.
Pasadena, CA 91105
Annandale Golf Club
One N. San Rafael Ave.
Pasadena, CA 91105
11/8/2023
"Secure Act 2.0: Updates and Implications for Individuals and their Professional Advisors"
by Emily S. Vincent, QKC, QKA®
President
Douglas M. Farr & Co., Inc.
9/27/2023
RSVP required by April 14th
Sorry, No exceptions and No Refunds.
Walk-In will not be admitted
Monthly Luncheon
11:30 a.m. - 1:00 p.m
Monthly Luncheon
11:30 a.m. - 1:00 p.m
Monthly Luncheon
11:30 a.m. - 1:00 p.m
Offices of D.A. Davidson
301 N. Lake Ave., Suite 800
Pasadena, CA 91101
(Parking under the building, on level P1 will be validated)
Monthly Luncheon
11:30 a.m. - 1:00 p.m
"Fixed Income"
by TBD
Monthly Luncheon
11:30 a.m. - 1:00 p.m
To support Elizabeth House, please bring an unwrapped child's gift and/or donating a $25.00 Target gift card.
"History of Securities Fraud: How Securities Fraud Threatens the Integrity of Public Corporations"
by Professor James Park, JD
UCLA School of Law
Study Group
12:00 p.m. - 1:30 p.m.
RSVP by emailing FPASGV at
admin@fpasangabrielvalley.org
Offices of D.A. Davidson
301 N. Lake Ave., Suite 800
Pasadena, CA 91101
(Parking under the building, on level P1 will be validated)
Study Group
12:00 p.m. - 1:30 p.m.
Annandale Golf Club
One N. San Rafael Ave.
Pasadena, CA 91105
3/21/2023
6/15/2023
FPA San Gabriel Valley Luncheon Meeting
Date: Wednesday, April 19, 2023
Time: 11:30 pm to 1:00pm
Topic:
"Fixed Income Discussion"
Lead by: TBD
TBD
by TBD
Networking Event
12/13/2023
2/22/2023
Annandale Golf Club
One N. San Rafael Ave.
Pasadena, CA 91105
Annandale Golf Club
One N. San Rafael Ave.
Pasadena, CA 91105
"Effects of Inflation on Gifting"
by TBD
FPA San Gabriel Valley © ALL RIGHTS RESERVED.
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FPA San Gabriel Valley