|
Date
|
Time
|
Event
Registratrion
|
Speaker
|
Topic
|
Sponsored by
|
Representative
|
|
Jan 23
|
11:45-1:30
|
Monthly Meeting
|
John Helgeson
|
"More Than Meets the Eye: Benefits of Reverse Mortgages are for All Wealth Categories"
|
www.sunamerica.com
|
Bryan Yi
310-710-5797
|
|
Feb 13
|
11:30-1:30
|
Practice
Management
|
Choon Mah-Meggett
|
"Protecting Your Clients from Identity Theft" |
|
|
|
Feb 27
|
11:45-1:30
|
Monthly Meeting
|
David A. Tilem
|
“Bankruptcy: Life Boats and New Beginnings?”
|
www.lfd.com
|
Bill Hannan
949-302-0830
wjhannan@lfd.com
|
|
Mar 26
|
11:45-1:30
|
Monthly Meeting
|
Lamont Smith
John Thompson
|
"Walking with Clients Around or
Through Foreclosure"
|
800-722-2333 ext. 2330
www.annuities.pacificlife.com
|
Colin Johnson
949-212-3231
c.johnson@pacificlife.com
|
|
Apr 23
|
11:45-1:30
|
Monthly Meeting
|
Mary Ann Teders
|
"What your Clients are asking their Tax Preparers"
|
800-446-4008 ext. 5449
www.columbiafunds.com
|
Charles Perosio
Vice President
310-869-0470
|
|
May 14
|
11:30-1:30
|
Practice Management
|
Suzanne Lawrence
|
"Attracting Clients in Challenging Times" |
|
|
|
May 28
|
11:45-1:30
|
Monthly Meeting
|
Nancy Langdon Jones
|
"Pathways through Crisis or Catastrophes: Be Ready to Help"
|
MassMutual
818-517-5302
www.massmutual.com
|
Lydia Hopper
818-517-5302
Lhopper@massmutual.com
|
|
Jun 25
|
11:45-1:30
|
Monthly Meeting
|
Peter Meza,
Community Relations
|
“Home Owners Insurance: Preventing a Battle of a Lifetime"
Approved for one (1) hour CE credit with
the CA. Dept. of Insurance.
|
|
|
|
Jul 23
|
11:45-1:30
|
Monthly Meeting
|
Michael J. Ling
|
"Understanding the Differences between Normal and Non-normal Economic and Market Cycles"
|
Pimco Allianz
www.allianzinvestors.com
|
Matt Kobata
|
|
Aug 27
|
11:45-1:30
|
Monthly Meeting
|
Julie Massarro
|
“Building Your Practice in the FPA:
Current Resources and Future Plans.”
|
Hartford Investor
www.hartfordinvestor.com
|
Alisa L. Bang, J.D.,
Reg. Marketing Director
949-303-9091
|
|
Sep 24
|
11:45-1:30
|
Monthly Meeting
|
Dr. Margaret Smith, President of Smith Financial Place
|
|
Jackson National Life
www.jnl.com
|
Dean Huang
310-617-2524
|
| Sep 30 |
5:30pm-7:30pm |
Pasadena Mixer |
Financial Networking
Magnolia Lounge, Pasadena |
Come mix and mingle with Top Financial Planners, CPA's, and Insurance Professionals |
In partnership with: FPA San Gabriel Valley and
Pasadena Magazine
|
RSVP: rsvp@fpasgv.org |
|
Oct 22
|
11:45-1:30
|
Monthly Meeting
|
John Ferguson
JRW investments
|
"1031 Exchange Opportunities
in the Current Market"
|
AIG SunAmerica Funds
www.sunamerica.com
|
Kevin McCarthy
714-349-3706
kevinm@sunamerica.com
|
|
|
Nov 26
|
11:45-1:30
|
Monthly Meeting
|
Speaker
TBA
|
Topic to be announced
|
|
|
|
Dec
|
11:45-1:30
|
Christmas Party
|
|
|
|
|
