FPA San Gabriel Valley

3/21/2023

"How Customers find you Online, from GenX to GenZ"

by Katherine Hunter-Blyden

Partner

TechCXO

8/23/2023

Study Group

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

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

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

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

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

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105

"Life Insurance Settlements: Benefitting Your Client...and You! "

by Lisa Rehburg

President

Rehburg Life Insurance Settements

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105

"Taking the Long View: Why Inflation Today Could Bosst Bonds Tomorrow"

by Eddy Vataru

VP & Chief Investment Officer

Total Return Osterweis Capital Management

"Case Study Review"

by Linda Polwrek, CFP®

President

Polwrek Financial

RSVP required by July 12th

Sorry, No exceptions and No Refunds.

Walk-In will not be admitted

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105

Networking Event

5:30 p.m. - 7:30 p.m

Mt. Lowe Brewing Co

150 E. Joseph St.

Arcadia, CA 91006

Details coming

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

John@smplmortgage.com or

admin@fpasangabrielvalley.org

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

6/8/2023

RSVP by emailing FPASGV at

admin@fpasangabrielvalley.org

Summer Social Event

Study Group

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

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105

Study Group

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

6/28/2023

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

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

FPA San Gabriel Valley Happy Hour Event

Date: Thursday, June 8, 2023

Time: 5:30 pm to 7:30pm

Topic:

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

Linda@Polwrekfinancial.com

"Case Study Review"

by Linda Polwrek, CFP®

President

Polwrek Financial

Offices of D.A. Davidson

301 N. Lake Ave., Suite 800

Pasadena, CA 91101

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

12/13/2023

"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.

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105

Joint Happy Hour Event with the Pasadena Bar Association!

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

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

by Professor James Park, JD

UCLA School of Law

TBD

by TBD

11/8/2023

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105

5/24/2023

9/27/2023

"How to utilize the Donor-Advised Fund in financial planning services"

by Riley LeSueur

University Impact

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105

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

Linda@Polwrekfinancial.com

Joint FPA Happy Hour Event

with the Pasadena Bar Association

Offices of D.A. Davidson

301 N. Lake Ave., Suite 800

Pasadena, CA 91101

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

2/22/2023

Mr. Lowe Brewing Company

150 E. Saint Joseph Street
Arcadia, CA 91006

No fee for this event, but please RSVP to John@smplmortgage.com or

admin@fpasangabrielvalley.org