​​


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

www.retirementapb.com

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

www.toewscorp.com


5/14/19

Monthly Luncheon

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


11/2019

"ESG Investing" by

Patrick Dinan, owner

Impact Fiduciary


www.inpactfiduciary.com/

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

www.russellinvestments.com

 

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

www.earnesttrustees.com

Topic of Discussion:

1031 Exchange, DST, and Opportunity Zones.

Please RSVP to

Shawn Hsieh at

shawn@crugg.com


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

https://innovativeportfolios.com

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)

https://us.dimensional.com/

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

www.pension-resources.com