FPA San Gabriel Valley

FPA Strategic Meeting

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

No Luncheon Meeting - Dark November

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

D.A. Davidson & Co.

301 N. Lake Avenue Suite 800

Pasadena, CA 91101

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105

Joint Networking Mixer

5:30 pm -  8:00 p.m.

GENEROUSLY SPONSORED BY:

Joanne Castillo

Joanne@PlacementHelpers.com

New Member Breakfast

8:00 a.m. - 10:00 a.m.

8/14/2019

6/26/2019

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105

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

"Client Communication"

by Charles Sarvari, Dimensional Fund Advisors (DFA)

https://us.dimensional.com/

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105

Café Verde

961 E. Green Street

Pasadena, CA 91106

"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

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105

Free public seminar.

"Avoiding The College Debt Crisis: Rethinking How to Pay For College"

Please Bring a Gift to Support Elizabeth House

5/22/2019

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105

"ESG Investing" by

Patrick Dinan, owner

Impact Fiduciary

www.inpactfiduciary.com/

"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.

Pasadena Public Library

Donald Wright Auditorium

285 East Walnut Street

Pasadena, Ca 91101

"Growing After Tax Wealth"

by Joe Gaudreau, Assoc. Regional Director, Russell Investment

www.russellinvestments.com

Monthly Luncheon

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

"The Integration of Liability Management & Financial Planning" by John Thompson, Mortgage Advisor, TG Loans

www.tgloans.com

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105

RSPV's Due by December 4th.

Sorry NO Exceptions. 

No Walk-Ins Will Be Admitted.

11/5/2019

Bodega Wine

300 E. Colorado Blvd.

Pasadena, CA 91101

12/11/2019

GENEROUSLY SPONSORED BY:

Ben Garate

ben.garate@hines.com

"Your Evolving Fiduciary Duty" by Jason Roberts, CEO Pension Resource Institute

www.pension-resources.com

Topic of Discussion:

1031 Exchange, DST, and Opportunity Zones.

5/8/2019

Monthly Luncheon

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

"Using Option Strategies for Financial Planning Solutions" by Jim Murphy and Ben Widders

https://innovativeportfolios.com

"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.

10/2/2019

3/27/2019

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105

Joint Mixer with FPA SGV, Pasadena Bar and the Fiduciary Roundtable

Monthly Luncheon

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