6/26/2024

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105


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

5/08/2024

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



RSVP required to Benjamin.lemon@lpl.com

RSVP required by December 6, 2024

​Sorry, No exceptions and No Refunds.

Walk-In will not be admitted

Study Group
12:00 p.m. - 1:30 p.m

FPASGV Luncheon

Join the FPA of San Gabriel Valley for a morning at one of Pasadena’s best kept secrets! Explore one of Pasadena's leafy neighborhoods on a walk through charming stairways and diverse tree varieties. Enjoy the shade and historic hillside homes in this scenic area.

Following the hike, please join us at Little Flower for a cup of coffee!.

8/08/2024

JASocal HQ

6250 Forest Lawn Drive

Los Angeles, CA 90068


FPA San Gabriel Valley Holiday Party


We will highlight a local charity and have plenty of time for socializing and networking!



Wild Parrot

2302 E. Colorado Blvd.

Pasadena, CA 91107

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA, 91105

RSVP required by May 3, 2024

​Sorry, No exceptions and No Refunds.

Walk-In will not be admitted

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105


Thirsty Thursday Social

6:00 p.m. - 8:30 p.m.

7/10/2024

3/15/2024

1/17/2024

Holiday Party

and Year-end Celebration


11:30 a.m. - 1:00 p.m.

Date                        Event                                        Topic                                         LOCATION                                           RSVP

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






"Medicare Basics and the 2025 Major Changes" 


By: Joan Branin, CFP®, CPG™


2/07/2024

Pro-Bono Event


7:45am - 1:00pm


Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105


2024 Summit

Joint Event with FPA- Los Angeles


8:00 a.m. - 5:30 p.m.

 "The Essential Foreign Worker-U.S. Business & Family Immigration: An Introduction to Sponsoring, Assisting, or Employing Immigrants"


By:HEATHER L. POOLE, ESQ
Immigration Attorney


By: CRISTINA PEREZ, ESQ
Immigration Attorney

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Study Group
12:00 p.m. - 1:30 p.m


7311 N Figueroa St Los Angeles, CA 90041

Exit 134 freeway at Figueroa and go south, park in the Vons parking lot at La Loma & Figueroa.

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

RSVP required by December 6, 2024

​Sorry, No exceptions and No Refunds.

Walk-In will not be admitted

"Trends and Challenges in the Real Estate Market" 


By: Bill Ukropina and Cynthia Cohen 


Sponsored by: Securian 

"1906 Fenyes Mansion Tour and Social"

RSVP by emailing FPASGV at

​admin@fpasangabrielvalley.org

Hike and Scavenger Hunt Hosted By: SGVFPA 

Starts at 8:00AM! 

11/22/2024

16 N. Marengo Avenue on the 26th – parking at the discretion of the attendee.


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

Case studies on Senior Fraud

By:Nicholas G Everett, litigation partner at the Lagerloff group.

December Holiday Party


Date:     Wednesday, December 11, 2024

Time:     11:30 am - 2:00 pm ​


Event:              

                           

                                                                       

 



9/04/2024

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Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105


Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105


1/19/2024

Join the FPA of San Gabriel Valley on a tour of the historic Feynes Mansion and other exhibits at the Pasadena Museum of History.  Light refreshments will be served.  Don't miss out - secure your spot today

FPASGV Luncheon

10/03/2024

"Special Needs Trusts and Tools"


By:Vanessa Terzian, Managing partner at the Lagerloff group.

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

Network and Earn Education Credits in this Day-Long Joint Summit Event!

The Griffin Club

3084 Motor Ave.

Los Angeles, CA 90064

12/11/2024

FPA Strategic Meeting

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


No Luncheon Meeting - Dark November

“The Volatility of the Luxury Market – How You Can Help Your Clients?”

By: Dana Ehrman

Pasadena Museum of History

470 W. Walnut Street

Pasadena, CA 91103


9/11/2024

155 N. Lake Ave.

Conference Room 1st floor – parking at the discretion of the attendee.


 

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



RSVP required to Benjamin.lemon@lpl.com


Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105


"Pro Bono event with Junior Achievement SoCal"


Volunteers Needed



Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105


4/03/2024



"Role of Long-Term Care Insurance in Planning For Future Care Needs"


By: STEVEN C. JACKSON, Sr., CWS®, CPFA
Senior Vice President, Financial Advisor

6/08/2024

RSVP required by July 5, 2024

​Sorry, No exceptions and No Refunds.

Walk-In will not be admitted

"Update of Death Bed Gifting and other Estate Tax Issues"


by David Ellis, CPA

    Managing Partner

    Ellis & Ellis CPAs, Inc



Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105