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.

Date                        Event                                        Topic                                         LOCATION                                           RSVP

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

FPASGV Luncheon

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