FPA San Gabriel Valley Monthly Meeting

 

 

Date:                Wednesday,  October 28, 2020

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

Topic:              "A World Gone Mad: How to Help Our

                         Clients in a Time of COVID and Other Crises"                        

Speaker:         Dr. Dana Chidekel, PhD, ABN, ABPdN

                        Clinical Neuropsychologist

​

   

    

 

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

TBD

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




FPA Strategic Meeting

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


No Luncheon Meeting - Dark November

2/26/2020

3/25/2020


"How to Help Our Clients Cope and

  Thrive in these Chaotic Times"


by Dr. Dana Chidekel, Phd, ABN, ABPdN

Clinical Neuropsychologist



"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

"A Roadmap for Fixed Income Investing in a

Pandemic Economy"


by Eddy Vataru, President & Chief Investment

Officer Total Return Osterweis Capital Management



Join Zoom Meeting
​https://dadco.zoom.us/j/93825444726?pwd=ek1wRmFiZFpwdjZtVTMrNUtaeE1NQT09


(Please copy above link and paste into your browser)

Meeting ID: 938 2544 4726  |  Passcode: 20FPASGV20

Dial in:

One tap mobile
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Monthly Virtual Meeting

12:00 p.m. - 1:00 p.m.

8/5/2020


5/27/2020

Monthly Virtual Meeting

12:00 p.m. - 1:00 p.m.

"Communicating in a Pandemic and Beyond:

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

"The Tax Aspects of the SECURE

Act and Its Implications"

by David Ellis

​

Monthly Luncheon

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

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

Meeting ID: 914 1325 0474  |  Passcode: FPA20Moran

Dial in:
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+16699006833,,91413250474#

"The Evolution of Trust Protectors"

by Karen Mateer, Attorney at Law

​

Monthly Luncheon

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

"Employment Law During COVID-19"

by Cynthia Hackler Flynn, Esq.

​

"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 Virtual Meeting

12:00 p.m. - 1:00 p.m.

Monthly Meeting 

Via Zoom


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

12/9/2020

 

11/4/2020

"Gardeners, Gifts, & Garbage"


by Jeff Moran, President & Auctioneer

John Moran Auctioneers, Inc.



Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105



"Deal Structures That Work"


by John Turner, Managing Director at Live Oak Bank

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

Online through WebEx

Call Alex Zepkowski at 626 689-2007 or

alex.zepkowski@lakeavenuefinancial.com

Join Zoom Meeting
https://dadco.zoom.us/j/93825444726?pwd=ek1wRmFiZFpwdjZtVTMrNUtaeE1NQT09

Meeting ID: 938 2544 4726  |  Passcode: 20FPASGV20

Dial in:
One tap mobile
+16699006833,,93825444726#