Monthly In-Person Meeting

11:45 a.m. - 1:30 p.m.

Online through WebEx

Call Alex Zepkowski at 626 689-2007 or

alex.zepkowski@lakeavenuefinancial.com

Join Zoom Meeting
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Meeting ID: 989 6928 7666 |  Passcode: 255821

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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

Monthly Virtual Meeting

11:45 a.m. - 1:00 p.m.

Fundraiser benefiting Door of Hope




Monthly Virtual Meeting

11:45 a.m. - 1:00 p.m.

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

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FPA San Gabriel Valley Monthly Meeting

 

 

Date:                Wednesday,  July 28, 2021

Time:               11:45am to 1:00pm

Topic:              "Dodge a Retirement Crisis -

                    Optimize Cash Flow with Home Equity"

                           

                        by John Thompson                           

                                    Mortage Advisor and  Founder

                                    SMPL Mortgage

                                                       

 

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

7/28/2021

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

Join Zoom Meeting
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Meeting ID: 950 6711 6951 |  Passcode: 363561

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"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

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


by Cozy Wittman

Education Manager, College Inside Track

"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
​​https://lidoadvisors.zoom.us/j/99638180031?pwd=WDd1V24yWUxUY3pZNTd5SThVSWdHQT09

Meeting ID: 996 3818 0031 |  Passcode: 855976

Dial in:
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6/23/2021

Monthly Virtual Meeting

11:45 a.m. - 1:00 p.m.

"Dodge a Retirement Crisis - Optimize Cash Flow with Home Equity"


by John Thomson

Mortgage Advisor & Founder

SMPL Mortgage

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

2/24/2021

"Referral Academy"


by Michael Gordon

President

Sandler Training

Financial Planning

Virtual Study Group

11:00 a.m. - 12:15 p.m.

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105


12/8/2021



Monthly Virtual Meeting

11:45 a.m. - 1:00 p.m.


Monthly Virtual Meeting

12:00 p.m. - 1:00 p.m.

Monthly Virtual Meeting

11:45 a.m. - 1:00 p.m.

3/10/2021

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

Dial in:
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Online through WebEx

Call Alex Zepkowski at 626 689-2007 or

alex.zepkowski@lakeavenuefinancial.com

 

11/3/2021

Monthly Virtual Meeting

11:45 a.m. - 1:00 p.m.

5/26/2021

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

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FPA Strategic Meeting

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


No Luncheon Meeting - Dark November

"Protecting Your Client's Digital Assets"


by Betsy L. Ehrenberg, PhD

Founder & CEO

Legacy Concierge, LLC

Join Zoom Meeting
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(Please copy above link and paste into your browser)

Meeting ID: 989 6928 7666 |  Passcode: 255821

Dial in:

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+16699009128,,98969287666# US (San Jose)