FPA Strategic Meeting

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


No Luncheon Meeting - Dark November

Monthly Virtual Meeting

11:45 a.m. - 1:00 p.m.

2/24/2021

3/10/2021

Join Zoom Meeting
https://lidoadvisors.zoom.us/j/95067116951?pwd=UWh2UHV1UUl6d1JNalovekxxUHFvUT09


(Please copy above link and paste into your browser)

Meeting ID: 950 6711 6951 |  Passcode: 363561

Dial in:

One tap mobile
+16699009128,,95067116951# US (San Jose)

Monthly Virtual Meeting

11:45 a.m. - 1:00 p.m.

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

Monthly Virtual Meeting

11:45 a.m. - 1:00 p.m.

"The Little Things You Don't Know That Can Cost You Big with the CFP Board"

Compliance Bind Spots and Tips to Avoid Them


by Kimberly Chavers, Esq. 

Partner, Chavers Law, PLLP



FPA San Gabriel Valley Monthly Meeting

 

 

Date:                Wednesday,  May 26, 2021

Time:               11:45am to 1:00pm

Topic:              "Protecting Your Client's Digital Assets"

                           

                                                              


                               

 

Financial Planning

Virtual Study Group

11:00 a.m. - 12:15 p.m.

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105


10/27/2021

9/22/2021

8/25/2021

7/28/2021

4/28/2021

1/27/2021

Holiday Party

and Year-end Celebration


11:45 a.m. - 1:30 p.m.

Date                        Event                                        Topic                                         LOCATION                                           RSVP

"Where are We in the Cycle for Equities?  Threading the Needle between Recovery and Resolution"


by Larry Cordisco

Co-Lead Portfolio Manager

Osterweis Fund


3/24/2021

Monthly Virtual Meeting

11:45 a.m. - 1:00 p.m.

Monthly Virtual Meeting

11:45 a.m. - 1:00 p.m.

Monthly Virtual Meeting

11:45 a.m. - 1:00 p.m.

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105


"College Planning Changes for Grandparents: A Review of Recent FAFSA Changes"


by Cozy Wittman

Education Manager, College Inside Track

Monthly Virtual Meeting

12:00 p.m. - 1:00 p.m.

Join Zoom Meeting
​​https://lidoadvisors.zoom.us/j/99293986534?pwd=WFBvdXdyQ1RtZ2tadnpVcGxXZVk2QT09

Meeting ID: 992 9398 6534 |  Passcode: 545975

Dial in:
One tap mobile
​+16699009128,,99293986534# US (San Jose)

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105



"Special Needs Trusts & More:

What You Need to Know About Planning for Beneficiaries with Special Needs"


by Theresa Pranata, Esq. 

Partner, Sullivan, Workman & Dee, LLP

Join Zoom Meeting
https://dadco.zoom.us/j/98746887500?pwd=enpLVW9jL29JbUhPYjJDM3EwenRRdz09

Meeting ID: 987 4688 7500 |  Passcode: 20FPASGV21

Dial in:
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+16699006833,,98746887500#

12/8/2021


Online through WebEx

Call Alex Zepkowski at 626 689-2007 or

alex.zepkowski@lakeavenuefinancial.com

6/23/2021

Financial Planning

Virtual Study Group

11:00 a.m. - 12:15 p.m.



"Protecting Your Client's Digital Assets"


by Betsy L. Ehrenberg, PhD

Founder & CEO

Legacy Concierge, LLC

Join Zoom Meeting
​​https://lidoadvisors.zoom.us/j/99638180031?pwd=WDd1V24yWUxUY3pZNTd5SThVSWdHQT09

Meeting ID: 996 3818 0031 |  Passcode: 855976

Dial in:
One tap mobile
​+16699009128,,99638180031# US (San Jose)

Fundraiser benefiting Door of Hope



Online through WebEx

Call Alex Zepkowski at 626 689-2007 or

alex.zepkowski@lakeavenuefinancial.com

8/3/2021

5/26/2021

Join Zoom Meeting
https://lidoadvisors.zoom.us/j/95067116951?pwd=UWh2UHV1UUl6d1JNalovekxxUHFvUT09

Meeting ID: 950 6711 6951 |  Passcode: 363561

Dial in:
One tap mobile
​+16699009128,,95067116951# US (San Jose)

Monthly Virtual Meeting

12:00 p.m. - 1:00 p.m.

 

Monthly Virtual Meeting

12:00 p.m. - 1:00 p.m.

11/3/2021