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.

GENEROUSLY SPONSORED BY:

Joanne Castillo


Joanne@PlacementHelpers.com



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

GENEROUSLY SPONSORED BY:

Ben Garate


ben.garate@hines.com

"Your Evolving Fiduciary Duty" by Jason Roberts, CEO Pension Resource Institute

www.pension-resources.com

Topic of Discussion:

1031 Exchange, DST, and Opportunity Zones.

"CalSavers and Its Alternatives" by Andrew Farrell, President Retirement Advisor Practice Builder

www.retirementapb.com

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


www.tgloans.com



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

https://innovativeportfolios.com

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

www.earnesttrustees.com

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

www.toewscorp.com


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

www.russellinvestments.com

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

"ESG Investing" by

Patrick Dinan, owner

Impact Fiduciary


www.inpactfiduciary.com/

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

 

Bodega Wine

300 E. Colorado Blvd.

Pasadena, CA 91101

"Client Communication"

by Charles Sarvari, Dimensional Fund Advisors (DFA)

https://us.dimensional.com/