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

"Referral Academy"


by Michael Gordon

President

Sandler Training

3/10/2021


Join Zoom Meeting
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Meeting ID: 993 2558 8930 |  Passcode: 111110

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3/24/2021

Join Zoom Meeting
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Meeting ID: 996 3818 0031 |  Passcode: 855976

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6/23/2021

"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

8/25/2021

Monthly Virtual Meeting

12:00 p.m. - 1:00 p.m.

Join Zoom Meeting
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Meeting ID: 992 9398 6534 |  Passcode: 545975

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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

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

Online through WebEx

Call Alex Zepkowski at 626 689-2007 or

alex.zepkowski@lakeavenuefinancial.com

Join Zoom Meeting
https://lidoadvisors.zoom.us/j/99325588930?pwd=RUxPaXMwdlJHQTJUM0gyVzV3SEowUT09

Meeting ID: 993 2558 8930 |  Passcode: 111110

Dial in:
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​+16699009128,,99325588930# US (San Jose)

Monthly Virtual Meeting

11:45 a.m. - 1:00 p.m.

Financial Planning

Virtual Study Group

11:00 a.m. - 12:15 p.m.



FPA San Gabriel Valley Monthly Meeting

 

 

Date:                Wednesday,  June 23, 2021

Time:               11:45am to 1:00pm​

Topic:              "Referral Academy"

                           

                                                              


                               

 

9/22/2021

7/28/2021

Monthly Virtual Meeting

12:00 p.m. - 1:00 p.m.

Monthly Virtual Meeting

12:00 p.m. - 1:00 p.m.

Online through WebEx

Call Alex Zepkowski at 626 689-2007 or

alex.zepkowski@lakeavenuefinancial.com

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

Meeting ID: 950 6711 6951 |  Passcode: 363561

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Monthly Virtual Meeting

11:45 a.m. - 1:00 p.m.

Fundraiser benefiting Door of Hope



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


by Cozy Wittman

Education Manager, College Inside Track

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

8/3/2021

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


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


by Larry Cordisco

Co-Lead Portfolio Manager

Osterweis Fund



Monthly Virtual Meeting

11:45 a.m. - 1:00 p.m.

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105


11/3/2021

Monthly Virtual Meeting

11:45 a.m. - 1:00 p.m.

5/26/2021

12/8/2021

"Protecting Your Client's Digital Assets"


by Betsy L. Ehrenberg, PhD

Founder & CEO

Legacy Concierge, LLC

Monthly Virtual Meeting

11:45 a.m. - 1:00 p.m.

Join Zoom Meeting
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Meeting ID: 987 4688 7500 |  Passcode: 20FPASGV21

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