FPA San Gabriel Valley Monthly Luncheon
Date: Wednesday, September 25, 2019
Time: 11:45 am to 1:30 pm
Location: Annandale Golf Club - One N. Rafael Avenue, Pasadena, CA 91105
Topic: : "ESG Investing"
by Patrick Dinan, Owner Impact Fiduciary
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
Annandale Golf Club
One N. San Rafael Ave.
Pasadena, CA 91105
Monthly Luncheon
11:45 a.m. - 1:30 p.m.
Annandale Golf Club
One N. San Rafael Ave.
Pasadena, CA 91105
Joint Networking Mixer
5:30 pm - 8:00 p.m.
New Member Breakfast
8:00 a.m. - 10:00 a.m.
8/14/2019
Financial Planning
Study Group
11:45 a.m. - 1:15 p.m.
Annandale Golf Club
One N. San Rafael Ave.
Pasadena, CA 91105
"CalSavers and Its Alternatives" by Andrew Farrell, President Retirement Advisor Practice Builder
Financial Planning
Study Group
11:45 a.m. - 1:15 p.m.
6/26/2019
Monthly Luncheon
11:45 a.m. - 1:30 p.m.
Café Verde
961 E. Green Street
Pasadena, CA 91106
10/2/2019
"Behavioral Portfolio Design" by Dan Kullman-Behavioral Economics Architect Toews
5/14/19
Monthly Luncheon
11:45 a.m. - 1:30 p.m.
11/2019
D.A. Davidson & Co.
301 N. Lake Avenue Suite 800
Pasadena, CA 91101
"Growing After Tax Wealth"
by Joe Gaudreau, Assoc. Regional Director, Russell Investment
FPA San Gabriel Valley
Free public seminar.
"Avoiding The College Debt Crisis: Rethinking How to Pay For College"
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
3/27/2019
Pasadena Public Library
Donald Wright Auditorium
285 East Walnut Street
Pasadena, Ca 91101
Annandale Golf Club
One N. San Rafael Ave.
Pasadena, CA 91105
12/11/2019
GENEROUSLY SPONSORED BY:
Ben Garate
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
"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
"The Financial Dream Team: What Position Do Fiduciaries Play?" by Robert Earnest - Owner, Earnest Trust Management
Topic of Discussion:
1031 Exchange, DST, and Opportunity Zones.
Annandale Golf Club
One N. San Rafael Ave.
Pasadena, CA 91105
RSPV's Due by September 18th.
Sorry NO Exceptions.
No Walk-Ins Will Be Admitted.
Annandale Golf Club
One N. San Rafael Ave.
Pasadena, CA 91105
"Using Option Strategies for Financial Planning Solutions" by Jim Murphy and Ben Widders
D.A. Davidson & Co.
301 N. Lake Avenue Suite 800
Pasadena, CA 91101
$20.00 Per Person
Bodega Wine
300 E. Colorado Blvd.
Pasadena, CA 91101
Joint Mixer with FPA SGV, Pasadena Bar and the Fiduciary Roundtable
FPA Strategic Meeting
10:00 a.m. - 1:00 p.m.
No Luncheon Meeting - Dark November
GENEROUSLY SPONSORED BY:
Joanne Castillo
"Client Communication"
by Charles Sarvari, Dimensional Fund Advisors (DFA)
5/22/2019
5/8/2019
11/5/2019
Monthly Luncheon
11:45 a.m. - 1:30 p.m.
Bring a Gift for
Elizabeth House
"Your Evolving Fiduciary Duty" by Jason Roberts, CEO Pension Resource Institute
FPA San Gabriel Valley © ALL RIGHTS RESERVED.
FPA San Gabriel Valley
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