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
D.A. Davidson & Co.
301 N. Lake Avenue Suite 800
Pasadena, CA 91101
Annandale Golf Club
One N. San Rafael Ave.
Pasadena, CA 91105
Joint Networking Mixer
5:30 pm - 8:00 p.m.
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
5/14/19
Monthly Luncheon
11:45 a.m. - 1:30 p.m.
Registration Closed
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.
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
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
12/11/2019
"Your Evolving Fiduciary Duty" by Jason Roberts, CEO Pension Resource Institute
Topic of Discussion:
1031 Exchange, DST, and Opportunity Zones.
"CalSavers and Its Alternatives" by Andrew Farrell, President Retirement Advisor Practice Builder
Financial Planning
Study Group
11:45 a.m. - 1:15 p.m.
10/2/2019
New Member Breakfast
8:00 a.m. - 10:00 a.m.
8/14/2019
6/26/2019
Monthly Luncheon
11:45 a.m. - 1:30 p.m.
"The Integration of Liability Management & Financial Planning" by John Thompson, Mortgage Advisor, TG Loans
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
Annandale Golf Club
One N. San Rafael Ave.
Pasadena, CA 91105
Annandale Golf Club
One N. San Rafael Ave.
Pasadena, CA 91105
RSPV's Due by December 4th.
Sorry NO Exceptions.
No Walk-Ins Will Be Admitted.
Café Verde
961 E. Green Street
Pasadena, CA 91106
"Using Option Strategies for Financial Planning Solutions" by Jim Murphy and Ben Widders
Annandale Golf Club
One N. San Rafael Ave.
Pasadena, CA 91105
FPA San Gabriel Valley Monthly Luncheon
Date: Wednesday, December 11, 2019
Time: 11:45 am to 1:30 pm
Location: Annandale Golf Club - One N. Rafael Avenue, Pasadena, CA 91105
Holiday Luncheon: Special Guest Debbie Unruh, Founding Director of Elizabeth House
10/23/2109
"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
"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
Monthly Luncheon
11:45 a.m. - 1:30 p.m.
5/8/2019
Monthly Luncheon
11:45 a.m. - 1:30 p.m.
"Behavioral Portfolio Design" by Dan Kullman-Behavioral Economics Architect Toews
3/27/2019
Pasadena Public Library
Donald Wright Auditorium
285 East Walnut Street
Pasadena, Ca 91101
"Growing After Tax Wealth"
by Joe Gaudreau, Assoc. Regional Director, Russell Investment
Annandale Golf Club
One N. San Rafael Ave.
Pasadena, CA 91105
Annandale Golf Club
One N. San Rafael Ave.
Pasadena, CA 91105
Please Bring a Gift to Support Elizabeth House
11/5/2019
Free public seminar.
"Avoiding The College Debt Crisis: Rethinking How to Pay For College"
FPA Strategic Meeting
10:00 a.m. - 1:00 p.m.
No Luncheon Meeting - Dark November
Joint Mixer with FPA SGV, Pasadena Bar and the Fiduciary Roundtable
5/22/2019
FPA San Gabriel Valley
Bodega Wine
300 E. Colorado Blvd.
Pasadena, CA 91101
"Client Communication"
by Charles Sarvari, Dimensional Fund Advisors (DFA)
contact us
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FPA San Gabriel Valley © ALL RIGHTS RESERVED.