"Economics of Charitable Remainder Trusts and How to Use Them Effectively"

by Robert M. Birgen CFP®

Principal

Abridge Partners LLC

In-Person Meeting!

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105

3/23/2022

9/28/2022

"Cryptocurrency"

by Simon Rawlinson, CFP

     Senior Vice President

     Raymond James 

​Annandale Golf Club

One N. San Rafael Ave.
Pasadena, CA 91105

Annandale Policies:
DRESS CODE: You may not wear Jeans or jean jackets, cargo pants, t-shirts
CELL PHONES: Use of cell phones is not permitted within the club.  Cell phone calls may be made or taken in the parking lots. 

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

In-Person Meeting!

Join Zoom Meeting
https://lidoadvisors.zoom.us/j/98945589341?pwd=am5CTGJRSGxKWkoybnRmS0xVSENBUT09

Meeting ID: 989 4558 9341 |  Passcode: 043602

Dial in:
One tap mobile
​+16699009128,,98945589341# US (San Jose)

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105

Frogtown Brewery

2931 Gilroy Street

Los Angeles, CA 90039

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105

10/26/2022

8/25/2022

7/27/2022

4/27/2022

1/26/2022

Holiday Party

and Year-end Celebration

11:30 a.m. - 1:00 p.m.

Date                        Event                                        Topic                                         LOCATION                                           RSVP

Monthly Luncheon
11:30 a.m. - 1:00 p.m

"Preserving Your Family History: Why Memoir Writing Provides Value to Clients"

by Pat Kramer

     Professional Writer

     Writer for Hire®

​

5/25/2022

Monthly Virtual Meeting
11:45 a.m. - 1:00 p.m

6/22/2022

"The True Cost of Aging:  Planning for Senior Care in Financial Planning Practices"

by Becky Happach 

     Manager of Business Development

     TheKey

​

Monthly Luncheon
11:30 a.m. - 1:00 p.m

RSVP required by October 21st

​Sorry, No exceptions and No Refunds.

Walk-In will not be admitted

"From Enslaved to Entrepreneur: The Biddy mason Story" Empowering Today and Future Foster Care Youth

by Jackie Broxton 

     CEO & Executive Director

    The Biddy Mason Charitable Foundation

​

8/24/2022

Join us with our fellow FPA Chapter, FPA Los Angeles, to network with other FPA planners and partners in a joint mixer.

Monthly Luncheon
11:30 a.m. - 1:00 p.m

"Updates on Small Business Administration (SBA) Lending to the Community During the Pandemic and Post Pandemic"​

by William Wang 

     Vice President

    Mission Valley Bank

​

RSVP required by September 23rd

​Sorry, No exceptions and No Refunds.

Walk-In will not be admitted

Monthly Luncheon
11:30 a.m. - 1:00 p.m

Conference Room

D.A. Davidson & Co.

301 N. Lake Ave. #800

Pasadena, CA 91101

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105

Networking Mixer
5:00 p.m. - 7:00 p.m

Monthly Luncheon
11:30 a.m. - 1:00 p.m

In-Person Meeting!

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

Charitable Organization Spotlight

"Do Your Clients Want Free Money for College?"

by Trevor Ramos, CCPS

     President

     College Funding Institute

​

Fundraiser benefiting Elizabeth House

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105

To support Elizabeth House, please bring an unwrapped child's gift and/or donating a $25.00 Target gift card.

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105

11/2/2022

12/14/2022

2/23/2022

In-Person Meeting!

In-Person Meeting!

Monthly Luncheon
11:30 a.m. - 1:00 p.m

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105

FPA San Gabriel Valley

In-Person Meeting!

"Cryptocurrency"

by Simon Rawlinson, CFP

     Senior Vice President

     Raymond James

In-Person Meeting!

In-Person Meeting!

"Accessory Dwelling Units: What Are They and Why Are People Investing in Them"

by Kendyl Young

     Founder & CEO

     ADU DIGGS

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105

"Collaborative Divorce and Mediation-Helping Couples Divorce with Respect, Cooperation, and Communication"

by Patricia A. Rigdon, ESQ., CFLS

     Attorney

     Law Offices of Patricia A. Rigdon

​

by Michael Nasr 
     Loan Officer
    Southland EDC

"Maximizing the Value of Your Real Estate Investments"

by Bruce Bartlett 

     Founder

     FlipGreat

​