FPA San Gabriel Valley
3/21/2023
"How Customers find you Online, from GenX to GenZ"
by Katherine Hunter-Blyden
Partner
TechCXO
8/23/2023
Study Group
12:00 p.m. - 1:30 p.m.
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
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.
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
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
Annandale Golf Club
One N. San Rafael Ave.
Pasadena, CA 91105
"Life Insurance Settlements: Benefitting Your Client...and You! "
by Lisa Rehburg
President
Rehburg Life Insurance Settements
Annandale Golf Club
One N. San Rafael Ave.
Pasadena, CA 91105
"Taking the Long View: Why Inflation Today Could Bosst Bonds Tomorrow"
by Eddy Vataru
VP & Chief Investment Officer
Total Return Osterweis Capital Management
"Case Study Review"
by Linda Polwrek, CFP®
President
Polwrek Financial
RSVP required by July 12th
Sorry, No exceptions and No Refunds.
Walk-In will not be admitted
Annandale Golf Club
One N. San Rafael Ave.
Pasadena, CA 91105
Networking Event
5:30 p.m. - 7:30 p.m
Mt. Lowe Brewing Co
150 E. Joseph St.
Arcadia, CA 91006
Details coming
There is no fee for this event, Just RSVP to:
John@smplmortgage.com or
admin@fpasangabrielvalley.org
Monthly Luncheon
11:30 a.m. - 1:00 p.m
Monthly Luncheon
11:30 a.m. - 1:00 p.m
6/8/2023
RSVP by emailing FPASGV at
admin@fpasangabrielvalley.org
Summer Social Event
Study Group
12:00 p.m. - 1:30 p.m.
Annandale Golf Club
One N. San Rafael Ave.
Pasadena, CA 91105
Study Group
12:00 p.m. - 1:30 p.m.
6/28/2023
Come volunteer to serve on leadership and help plan for next year!
Monthly Luncheon
11:30 a.m. - 1:00 p.m
Monthly Luncheon
11:30 a.m. - 1:00 p.m
FPA San Gabriel Valley Happy Hour Event
Date: Thursday, June 8, 2023
Time: 5:30 pm to 7:30pm
Topic:
There is no fee for this event, Just RSVP to:
Linda@Polwrekfinancial.com
"Case Study Review"
by Linda Polwrek, CFP®
President
Polwrek Financial
Offices of D.A. Davidson
301 N. Lake Ave., Suite 800
Pasadena, CA 91101
(Parking under the building, on level P1 will be validated)
12/13/2023
"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.
Annandale Golf Club
One N. San Rafael Ave.
Pasadena, CA 91105
Joint Happy Hour Event with the Pasadena Bar Association!
Monthly Luncheon
11:30 a.m. - 1:00 p.m
"History of Securities Fraud: How Securities Fraud Threatens the Integrity of Public Corporations"
by Professor James Park, JD
UCLA School of Law
TBD
by TBD
11/8/2023
Annandale Golf Club
One N. San Rafael Ave.
Pasadena, CA 91105
5/24/2023
9/27/2023
"How to utilize the Donor-Advised Fund in financial planning services"
by Riley LeSueur
University Impact
Annandale Golf Club
One N. San Rafael Ave.
Pasadena, CA 91105
There is no fee for this event, Just RSVP to:
Linda@Polwrekfinancial.com
Joint FPA Happy Hour Event
with the Pasadena Bar Association
Offices of D.A. Davidson
301 N. Lake Ave., Suite 800
Pasadena, CA 91101
(Parking under the building, on level P1 will be validated)
2/22/2023
Mr. Lowe Brewing Company
150 E. Saint Joseph Street
Arcadia, CA 91006
No fee for this event, but please RSVP to John@smplmortgage.com or
admin@fpasangabrielvalley.org
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FPA San Gabriel Valley