Holiday Party

and Year-end Celebration


11:45 a.m. - 1:30 p.m.

Date                        Event                                        Topic                                         LOCATION                                           RSVP

 

Monthly Virtual Meeting

12:00 p.m. - 1:00 p.m.

11/3/2021

6/23/2021

Financial Planning

Virtual Study Group

11:00 a.m. - 12:15 p.m.

Monthly Virtual Meeting

11:45 a.m. - 1:00 p.m.

Monthly Virtual Meeting

11:45 a.m. - 1:00 p.m.


Fundraiser benefiting Door of Hope




Monthly Virtual Meeting

12:00 p.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 Luncheon
11:45 a.m. - 1:30 p.m

Monthly Virtual Meeting

12:00 p.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

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)



FPA San Gabriel Valley Monthly Meeting

 

 

Date:                Wednesday,  April 28, 2021

Time:               11:45am to 1:00pm

Topic:              "Where are We in the Cycle for Equities?

                           Threading the Needle between

                           Recovery and Resolution"                                    


                               

 

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

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

"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

8/3/2021

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105


5/26/2021

"How to Protect Your Client's Digital Assets"


by Betsy L. Ehrenberg

Founder & CEO

Digital Legacy Management

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


(Please copy above link and paste into your browser)

Meeting ID: 996 3818 0031 |  Passcode: 855976

Dial in:

One tap mobile
+16699009128,,99638180031# US (San Jose)

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)


"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


3/10/2021

Monthly Virtual Meeting

12:00 p.m. - 1:00 p.m.

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

Meeting ID: 987 4688 7500 |  Passcode: 20FPASGV21

Dial in:
One tap mobile
+16699006833,,98746887500#

12/8/2021

2/24/2021

Online through WebEx

Call Alex Zepkowski at 626 689-2007 or

alex.zepkowski@lakeavenuefinancial.com

Monthly Virtual Meeting

11:45 a.m. - 1:00 p.m.

FPA Strategic Meeting

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


No Luncheon Meeting - Dark November