Come volunteer to serve on leadership and help plan for next year!



TBD


by TBD



Offices of D.A. Davidson

301 N. Lake Ave., Suite 800

Pasadena, CA 91101


(Parking under the building, on level P1 will be validated)


Monthly Luncheon
11:30 a.m. - 1:00 p.m

"Case Study Review"


by Linda Polwrek, CFP®

     President

     Polwrek Financial


Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105


"Life Insurance Settlements"


by Lisa Rehburg

     President

     Rehburg Life Settements



"Case Study Review"


by Linda Polwrek, CFP®

     President

     Polwrek Financial


Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105


10/25/2023

8/24/2023

7/19/2023

4/19/2023

1/25/2023

Holiday Party

and Year-end Celebration


11:30 a.m. - 1:00 p.m.

Date                        Event                                        Topic                                         LOCATION                                           RSVP

Annandale Golf Club

One N. San Rafael Ave.
Pasadena, CA 91105


RSVP required by April 14th

Sorry, No exeptions and No Refunds.

Walk-In will not be admitted







Monthly Luncheon
11:30 a.m. - 1:00 p.m

Zoom Meeting

Study Group

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

FPASGV Luncheon

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


6/28/2023

There is no fee for this event, Just RSVP to:

Linda@Polwrekfinancial.com

​

​








8/23/2023

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105


5/24/2023

There is no fee for this event, Just RSVP to:

Linda@Polwrekfinancial.com

FPASGV Luncheon

"Case Study Review"


by Linda Polwrek, CFP®

     President

     Polwrek Financial


Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105


Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105


11/8/2023

"Secure Act 2.0: Updates and Implications for Individuals and their Professional Advisors"


by Emily S. Vincent, QKC, QKA®

     President

     Douglas M. Farr & Co., Inc.



9/27/2023

RSVP required by April 14th

​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

Offices of D.A. Davidson

301 N. Lake Ave., Suite 800

Pasadena, CA 91101


(Parking under the building, on level P1 will be validated)


Monthly Luncheon
11:30 a.m. - 1:00 p.m

"Fixed Income"


by TBD



Monthly Luncheon
11:30 a.m. - 1:00 p.m

To support Elizabeth House, please bring an unwrapped child's gift and/or donating a $25.00 Target gift card.

"History of Securities Fraud: How Securities Fraud Threatens the Integrity of Public Corporations"


by Professor James Park, JD

    UCLA School of Law



Study Group

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

RSVP by emailing FPASGV at

​admin@fpasangabrielvalley.org

Offices of D.A. Davidson

301 N. Lake Ave., Suite 800

Pasadena, CA 91101


(Parking under the building, on level P1 will be validated)


Study Group

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

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105


3/21/2023

6/15/2023

​​FPA San Gabriel Valley Luncheon Meeting

 

 

Date:                Wednesday,  April 19, 2023

Time:               11:30 pm to 1:00pm​

Topic:              

                           

                                                                       

 




"Fixed Income Discussion"


 Lead by: TBD

TBD


by TBD



Networking Event

12/13/2023

2/22/2023

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105


Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105


"Effects of Inflation on Gifting"


by TBD