|
Date
|
Time
|
Event
Registratrion
|
Speaker
|
Topic
|
Sponsor
|
Representative
|
|
Jan 28
|
11:45-1:30
|
Monthly Meeting
|
Lamont Smith John Thompson
|
"Building Your Business in Today's
Economic Environment"
|
|
|
|
Feb 25
|
11:45-1:30
|
Monthly Meeting
|
Bill Saleebey, Ph.D.
|
"Networking for Financial Planners"
|
|
|
|
Mar 25
|
11:45-1:30
|
Monthly Meeting
|
David R.Hubbard
|
"Personal Risk Management for Financial Planners"
|
Marsh Risk and Insurance
|
David Beeton
213-346-5544
david.j.beeton@marsh.com
|
|
Apr 22
|
11:45-1:30
|
Monthly Meeting
|
Stan Israel, CSA
|
"The crisis of Long-Term Care in America"
|
Allianz Global Investors
 www.allianzglobalinvestors.com
|
Matt Kobata
818-262-3099
matthew.kobata@allianinvestors.com
|
|
May 27
|
11:45-1:30
|
Monthly Meeting
|
Dennis Sandoval
|
"Probate: What Financial Planners Need to Know"
|
Accredited Asset Managment
|
Brian Medina
818-395-9063
bmedina@oppenheimerfunds.com
|
|
Jun 17 |
6:00-8:00pm |
Pasadena Mixer |
Food, Fun and Financial Networking! |
Pasadena Magazine |
RSVP to: 626-695-4803
or rsvp@fpasgv.org |
|
Jun 24
|
11:45-1:30
|
Monthly Meeting
|
Maria Capritto
http://www.nchc.com/attorneys/maria-capritto.asp
|
"Federal Income Tax Consequences of Home Foreclosures"
|
MFS Funds
|
Rob Forester
989-887-8882
rforester@mfs.com
|
|
Jul 22
|
11:45-1:30
|
Monthly Meeting
|
Ronald J. Surz
|
“Going Beyond the Fundamentals of Benchmarks: Getting it Right”
|
Mass Mutual
 |
Lydia Hopper
818-537-5302
lhopper@massmutual.com
|
|
Aug 26
|
11:45-1:30
|
Monthly Meeting
at
Beckham Grill
|
Keith Kershner, IRS
|
"Tax Provisions of the American Recovery and Reinvestment Act"
|
|
|
|
Set 23 |
11:45-1:30 |
Pasadena University Club
|
Mary Winners |
"I thought I was ready to retire" |
Fidelity Investment Institutional
|
Nicole Dumas
818-451-7553
nicoledumas@fmr.com
|
|
|
Oct 28
|
11:45-1:30
|
Pasadena University Club
|
Kevin Winters
|
"The Unthinkable...is Now Thinkable"
|
Columbia Funds
www.columbiafunds.com
|
Charles Perosio
310-869-0470
charles.perosio@columbiamanagement.com
|
|
|
Dec 9
|
11:45-1:30
|
Holiday Party
|
Featuring: Delicious Food,
Wine, Entertainment
and Holiday Cheer |
Please Join us for our annual Holiday Party. Spouses and Guests are welcome
|
|
|
