"Referral Academy"


by Michael Gordon

President

Sandler Training

3/10/2021

FPA SGV Luncheon


In-Person Meeting!



Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105

(Free Parking)


Los Angeles County Current Covid Protocols state the following:
All indoor guests must wear a mask when not actively eating or drinking, regardless of vaccination status.


Monthly Virtual Meeting

11:30 a.m. - 1:00 p.m.

"Protecting Your Client's Digital Assets"


by Betsy L. Ehrenberg, PhD

Founder & CEO

Legacy Concierge, LLC

6/23/2021

Financial Planning

Virtual Study Group

11:00 a.m. - 12:15 p.m.

In-Person Meeting!

Monthly Virtual Meeting

11:45 a.m. - 1:00 p.m.

Monthly Virtual Meeting

11:45 a.m. - 1:00 p.m.

Fundraiser benefiting Elizabeth House




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


by John Thomson

Mortgage Advisor & Founder

SMPL Mortgage

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

"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.

"Social Security Planning: Basic Rules and Claiming Strategies"


by Joanne M. Crowley MBA, RICP®

Retirement Planning Specialist

Equitable Advisors



FPA San Gabriel Valley Monthly Meeting

 

 

Date:                Wednesday,  December 15, 2021

Time:               11:30 am to 1:00pm

Topic:              Annual Holiday Luncheon

                           

                        benefiting the Elizabeth House

                                    with guest, Deborah Unruh

                                    Executive Director and Founder

                                    Elizabeth House                                                        

 

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


11:30 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

"Understanding Private Equity"


by Steph Laflamme

Regional Vice President

CNL Securities

Monthly Virtual Meeting

11:45 a.m. - 1:00 p.m.

2/24/2021

Online through WebEx

Call Alex Zepkowski at 626 689-2007 or

alex.zepkowski@lakeavenuefinancial.com

RSVP required by December 8th

​Sorry, No exceptions and No Refunds.

Walk-In will not be admitted

"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

"1031 Exchanges and the Use of an Accomodator"


by C. Anthony Phillips

     President

     Phillips & Company

     Downstream Exchange Co.


FPA SGV Luncheon

Monthly Virtual Meeting

11:45 a.m. - 1:00 p.m.

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105


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


by Cozy Wittman

Education Manager, College Inside Track

Join Zoom Meeting
https://lidoadvisors.zoom.us/j/98945589341?pwd=am5CTGJRSGxKWkoybnRmS0xVSENBUT09


Meeting ID: 989 4558 9341 |  Passcode: 043602

Dial in:
One tap mobile
​+16699009128,,98945589341# US (San Jose)


Monthly Virtual Meeting

11:45 a.m. - 1:00 p.m.

5/26/2021

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

Monthly Virtual Meeting

11:45 a.m. - 1:00 p.m.

12/15/2021

Monthly Virtual Meeting

12:00 p.m. - 1:00 p.m.

RSVP required by December 8th

Walk-In will not be admitted

11/17/2021

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