12/11/2019
GENEROUSLY SPONSORED BY:
Ben Garate
"Your Evolving Fiduciary Duty" by Jason Roberts, CEO Pension Resource Institute
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
FPA San Gabriel Valley Monthly Luncheon
Date: Wednesday, August 28, 2019
Time: 11:45 am to 1:30 pm
Location: Annandale Golf Club - One N. Rafael Avenue, Pasadena, CA 91105
Topic: : "Using Option Strategies for Financial Planning Solutions"
by Jim Murphy and Ben Widders
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
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
New Member Breakfast
8:00 a.m. - 10:00 a.m.
POSTPONED UNTIL SEPTEMBER
Financial Planning
Study Group
11:45 a.m. - 1:15 p.m.
"Growing After Tax Wealth"
by Joe Gaudreau, Assoc. Regional Director, Russell Investment
RSPV's Due by August 21st.
Sorry NO Exceptions.
No Walk-Ins Will Be Admitted.
Annandale Golf Club
One N. San Rafael Ave.
Pasadena, CA 91105
Café Verde
961 E. Green Street
Pasadena, CA 91106
"CalSavers and Its Alternatives" by Andrew Farrell, President Retirement Advisor Practice Builder
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
Monthly Luncheon
11:45 a.m. - 1:30 p.m.
RSPV's Due by August 21st.
Sorry NO Exceptions.
No Walk-Ins Will Be Admitted.
Annandale Golf Club
One N. San Rafael Ave.
Pasadena, CA 91105
"Behavioral Portfolio Design" by Dan Kullman-Behavioral Economics Architect Toews
8/14/2019
6/26/2019
Annandale Golf Club
One N. San Rafael Ave.
Pasadena, CA 91105
Monthly Luncheon
11:45 a.m. - 1:30 p.m.
Financial Planning
Study Group
11:45 a.m. - 1:15 p.m.
11/2019
Bring a Gift for
Elizabeth House
D.A. Davidson & Co.
301 N. Lake Avenue Suite 800
Pasadena, CA 91101
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
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
Joint Networking Mixer
5:30 pm - 8:00 p.m.
Joint Mixer with FPA SGV, Pasadena Bar and the Fiduciary Roundtable
"Client Communication"
by Charles Sarvari, Dimensional Fund Advisors (DFA)
Annandale Golf Club
One N. San Rafael Ave.
Pasadena, CA 91105
10/2/2019
FPA Strategic Meeting
10:00 a.m. - 1:00 p.m.
No Luncheon Meeting - Dark November
3/27/2019
11/5/2019
5/22/2019
$20.00 Per Person
FPA San Gabriel Valley
Free public seminar.
"Avoiding The College Debt Crisis: Rethinking How to Pay For College"
"The Financial Dream Team: What Position Do Fiduciaries Play?" by Robert Earnest - Owner, Earnest Trust Management
Annandale Golf Club
One N. San Rafael Ave.
Pasadena, CA 91105
Bodega Wine
300 E. Colorado Blvd.
Pasadena, CA 91101
GENEROUSLY SPONSORED BY:
Joanne Castillo
D.A. Davidson & Co.
301 N. Lake Avenue Suite 800
Pasadena, CA 91101
FPA San Gabriel Valley
FPA San Gabriel Valley © ALL RIGHTS RESERVED.
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