"Techniques for Mitigating Tax

Costs in Investing"

by Lauren Barrett, Managing Regional Director, West Coast of Natixis​


www.linkedin.com/in/laurenbarrett369/

www.natixis.com

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105


Monthly Meeting 

Via Zoom


12:00 p.m. - 1:30 p.m.


Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105



"Employment Law During COVID-19"

by Cynthia Hackler Flynn, Esq.


9/23/2020

Monthly Luncheon

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

8/26/2020

7/22/2020

CANCELLED


Monthly Luncheon

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

1/22/2020

Monthly Luncheon

Holiday Party

11:45 - 1:30 pm

Date                        Event                                        Topic                                         LOCATION                                           RSVP

Online through WebEx

Call Alex Zepkowski at 626 689-2007 or

alex.zepkowski@lakeavenuefinancial.com

8/5/2020

12/9/2020


"A Roadmap for Fixed Income Investing in a

Pandemic Economy"


by Eddy Vataru, President & Chief Investment

Officer Total Return Osterweis Capital Management




"Communicating in a Pandemic and Beyond:

How to Maximize Your Message and Virtual Technology" by Jane Brust

Monthly Virtual Meeting


12:00 p.m. - 1:00 p.m.

10/28/2020

4/22/2020



FPA San Gabriel Valley Monthly Meeting

 

 

Date:                Wednesday,  July 22, 2020

Time:               12:00pm to 1:00pm

Topic:              "A Roadmap for Fixed Income Investing in a

                         Pandemic Economy"                        

Speaker:         Eddy Vataru, Vice President & Chief Investment

                        Officer Total Return Osterweis Capital Management


   

    

 

Monthly Meeting

Via Zoom

12:00 p.m. - 1:00 p.m.

 

"The Tax Aspects of the SECURE

Act and Its Implications"

by David Ellis


Join Zoom Meeting
https://zoom.us/j/96183625000?pwd=U3VjdlB3QWZ6cVV1Smc0eTMyT2d0UT09

Meeting ID: 961 8362 5000  |  Password: 1906

Dial in:
(312) 626-6799
Meeting ID: 961 8362 5000
Password: 1906

Monthly Luncheon

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

Financial Planning

Virtual Study Group

11:00 a.m. - 12:15 p.m.

Monthly Meeting

Via Zoom


12:00 p.m. - 1:00 p.m.

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105


11/3/2020

2/26/2020

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105


"Safeguarding Against Elder Financial Abuse

(For Financial Professionals) - 

How to Detect, Report and Prevent."

 

by Gideon Schein, MBA, CDMM of Eddy & Schein Group

6/24/2020

"The Evolution of Trust Protectors"

by Karen Mateer, Attorney at Law


Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105


"Deal Structures That Work"


by John Turner, Managing Director at Live Oak Bank

5/27/2020

Join Zoom Meeting
https://zoom.us/j/96183625000?pwd=U3VjdlB3QWZ6cVV1Smc0eTMyT2d0UT09

Meeting ID: 961 8362 5000  |  Password: 1906

Dial in:
(312) 626-6799
Meeting ID: 961 8362 5000
Password: 1906

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105


3/25/2020

Monthly Luncheon

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

Monthly Luncheon

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

Please Bring a Gift to Support Elizabeth House

Monthly Luncheon

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

Joint Networking Mixer

5:30 pm -  8:00 p.m.

FPA Strategic Meeting

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


No Luncheon Meeting - Dark November

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105