Annandale Golf Club
One N. San Rafael Ave.
Pasadena, CA 91105
2/23/2022
"Maximizing the Value of Your Real Estate Investments"
by Bruce Bartlett
Founder
FlipGreat
Annandale Golf Club
One N. San Rafael Ave.
Pasadena, CA 91105
9/28/2022
Conference Room
D.A. Davidson & Co.
301 N. Lake Ave. #800
Pasadena, CA 91101
"From Enslaved to Entrepreneur: The Biddy mason Story" Empowering Today and Future Foster Care Youth
by Jackie Broxton
CEO & Executive Director
The Biddy Mason Charitable Foundation
"Do Your Clients Want Free Money for College?"
by Trevor Ramos, CCPS
President
College Funding Institute
Annandale Golf Club
One N. San Rafael Ave.
Pasadena, CA 91105
Los Angeles County Current Covid Protocols state the following:
All indoor guests are no longer required to wear a mask, but it is optional and highly recommended for unvaccinated individuals.
Annandale Golf Club
One N. San Rafael Ave.
Pasadena, CA 91105
"Updates on Small Business Administration (SBA) Lending to the Community During the Pandemic and Post Pandemic"
by William Wang
Vice President
Mission Valley Bank
8/25/2022
7/27/2022
4/27/2022
1/26/2022
Annandale Golf Club
One N. San Rafael Ave.
Pasadena, CA 91105
To support Elizabeth House, please bring an unwrapped child's gift and/or donating a $25.00 Target gift card.
by Michael Nasr
Loan Officer
Southland EDC
In-Person Meeting!
Annandale Golf Club
One N. San Rafael Ave.
Pasadena, CA 91105
3/23/2022
"The True Cost of Aging: Planning for Senior Care in Financial Planning Practices"
by Becky Happach
Manager of Business Development
TheKey
"Do Your Clients Want Free Money for College?"
by Trevor Ramos, CCPS
President
College Funding Institute
Networking Mixer
5:00 p.m. - 7:00 p.m
Monthly Luncheon
11:30 a.m. - 1:00 p.m
Annandale Golf Club
One N. San Rafael Ave.
Pasadena, CA 91105
8/24/2022
Join us with our fellow FPA Chapter, FPA Los Angeles, to network with other FPA planners and partners in a joint mixer.
Join Zoom Meeting
https://lidoadvisors.zoom.us/j/98945589341?pwd=am5CTGJRSGxKWkoybnRmS0xVSENBUT09
Meeting ID: 989 4558 9341 | Passcode: 043602
Dial in:
One tap mobile
+16699009128,,98945589341# US (San Jose)
Annandale Golf Club
One N. San Rafael Ave.
Pasadena, CA 91105
Holiday Party
and Year-end Celebration
11:30 a.m. - 1:00 p.m.
FPA San Gabriel Valley Monthly Meeting
Date: Wednesday, August 24, 2022
Time: 11:30 am to 1:00pm
Topic:
Annandale Golf Club
One N. San Rafael Ave.
Pasadena, CA 91105
"Economics of Charitable Remainder Trusts and How to Use Them Effectively"
by Robert M. Birgen CFP®
Principal
Abridge Partners LLC
Annandale Golf Club
One N. San Rafael Ave.
Pasadena, CA 91105
Monthly Virtual Meeting
11:45 a.m. - 1:00 p.m
6/22/2022
Fundraiser benefiting Elizabeth House
In-Person Meeting!
Monthly Luncheon
11:30 a.m. - 1:00 p.m
RSVP required by August 19th
Sorry, No exceptions and No Refunds.
Walk-In will not be admitted
Monthly Luncheon
11:30 a.m. - 1:00 p.m
Monthly Luncheon
11:30 a.m. - 1:00 p.m
Monthly Luncheon
11:30 a.m. - 1:00 p.m
Monthly Luncheon
11:30 a.m. - 1:00 p.m
In-Person Meeting!
Frogtown Brewery
2931 Gilroy Street
Los Angeles, CA 90039
10/26/2022
Monthly Luncheon
11:30 a.m. - 1:00 p.m
"Preserving Your Family History: Why Memoir Writing Provides Value to Clients"
by Pat Kramer
Professional Writer
Writer for Hire®
RSVP required by August 19th
Sorry, No exceptions and No Refunds.
Walk-In will not be admitted
5/25/2022
Annandale Golf Club
One N. San Rafael Ave.
Pasadena, CA 91105
Charitable Organization Spotlight
TBD
12/14/2022
In-Person Meeting!
TBD
FPA Strategic Meeting
10:00 a.m. - 1:00 p.m.
No Luncheon Meeting - Dark November
Monthly Luncheon
11:30 a.m. - 1:00 p.m
In-Person Meeting!
Monthly Luncheon
11:30 a.m. - 1:00 p.m
RSVP requested by August 22nd
In-Person Meeting!
FPA San Gabriel Valley
In-Person Meeting!
"Collaborative Divorce and Mediation-Helping Couples Divorce with Respect, Cooperation, and Communication"
by Patricia A. Rigdon, ESQ., CFLS
Attorney
Law Offices of Patricia A. Rigdon
11/16/2022
contact us
FPA San Gabriel Valley
FPA San Gabriel Valley © ALL RIGHTS RESERVED.