12/11/2019

GENEROUSLY SPONSORED BY:

Ben Garate

"Your Evolving Fiduciary Duty" by Jason Roberts, CEO Pension Resource Institute

www.pension-resources.com

Topic of Discussion:

1031 Exchange, DST, and Opportunity Zones.

5/8/2019

Please RSVP to

Shawn Hsieh at

shawn@crugg.com


Monthly Luncheon

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

"Using Option Strategies for Financial Planning Solutions" by Jim Murphy and Ben Widders

https://innovativeportfolios.com

​​


FPA San Gabriel Valley Monthly Luncheon

 

 

Date:          Wednesday,  August 28, 2019

Time:         11:45 am to 1:30 pm

​Location:   Annandale Golf Club - One N. Rafael Avenue, Pasadena, CA 91105

Topic:  :     "Using Option Strategies for Financial Planning Solutions"

                   by Jim Murphy and Ben Widders

    

           

 

 

Financial Planning

Study Group

11:45 a.m. - 1:15 p.m.

D.A. Davidson & Co.

301 N. Lake Avenue Suite 800

Pasadena, CA 91101

Monthly Luncheon

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

10/23/2109

9/25/2019

Monthly Luncheon

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

8/28/2019

Monthly Luncheon

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


PLEASE NOTE DATE CHANGE DUE TO ANNANDALE'S SCHEDULED CLOSURE

7/31/3109

Monthly Luncheon

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

Monthly Luncheon

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

4/24/2109

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105


Monthly Luncheon

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

2/6/2019

1/23/2019

Monthly Luncheon

Holiday Party

11:45 - 1:30 pm

Date                        Event                                        Topic                                         LOCATION                                           RSVP


FPA College Planning Day

6:15 p.m. - 8:00 p.m.

2/27/2019

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105


FPA SGV Luncheon

New Member Breakfast

8:00 a.m. - 10:00 a.m.

POSTPONED UNTIL SEPTEMBER

Financial Planning

Study Group

11:45 a.m. - 1:15 p.m.

"Growing After Tax Wealth"

by Joe Gaudreau, Assoc. Regional Director, Russell Investment

www.russellinvestments.com

RSPV's Due by August 21st.

Sorry NO Exceptions. 

No Walk-Ins Will Be Admitted.

FPA SGV Luncheon

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105


Café Verde

961 E. Green Street

Pasadena, CA 91106

"CalSavers and Its Alternatives" by Andrew Farrell, President Retirement Advisor Practice Builder

www.retirementapb.com

5/14/19

Monthly Luncheon

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


Pasadena Public Library

Donald Wright Auditorium

285 East Walnut Street

Pasadena, Ca 91101

Monthly Luncheon

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

RSPV's Due by August 21st.

Sorry NO Exceptions. 

No Walk-Ins Will Be Admitted.

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105


"Behavioral Portfolio Design" by Dan Kullman-Behavioral Economics Architect Toews

www.toewscorp.com

8/14/2019

Please RSVP to

Shawn Hsieh at

shawn@crugg.com


6/26/2019

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105


Monthly Luncheon

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

Financial Planning

Study Group

11:45 a.m. - 1:15 p.m.



11/2019

Bring a Gift for

Elizabeth House

D.A. Davidson & Co.

301 N. Lake Avenue Suite 800

Pasadena, CA 91101

"ESG Investing" by

Patrick Dinan, owner

Impact Fiduciary


www.inpactfiduciary.com/

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105


"Anatomy of A Recession"

by Joy Prefer Cohen, Regional Director,

Legg Mason

www.leggmason.com/en-us/advisor-resources/main/us-economy-anatomy-of-a-recession.html

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105


Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105


Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105


Joint Networking Mixer

5:30 pm -  8:00 p.m.


Joint Mixer with FPA SGV, Pasadena Bar and the Fiduciary Roundtable




"Client Communication"

by Charles Sarvari, Dimensional Fund Advisors (DFA)

https://us.dimensional.com/

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105


10/2/2019

FPA Strategic Meeting

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


No Luncheon Meeting - Dark November

3/27/2019

11/5/2019


5/22/2019

$20.00 Per Person

 

Free public seminar.

 

"Avoiding The College Debt Crisis: Rethinking How to Pay For College"

"The Financial Dream Team: What Position Do Fiduciaries Play?" by Robert Earnest - Owner, Earnest Trust Management

www.earnesttrustees.com

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105


Bodega Wine

300 E. Colorado Blvd.

Pasadena, CA 91101

GENEROUSLY SPONSORED BY:

Joanne Castillo



D.A. Davidson & Co.

301 N. Lake Avenue Suite 800

Pasadena, CA 91101