Events / Events Schedule

Events Schedule

Month View  Year:

August 2017

August 17th, 2017
Aug.17th Meeting (Santa Monica)

Carolyn McClanahan - Incorporating Health Care into Planning
Andrew Fisher - Wealth Planning for Cross-Border Families
Daniel C. Ong - Dimensional's Approach to Environmental, Social and Governance


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September 2017

September 11th, 2017
FPA SGV Free College Seminar



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September 13th, 2017
FPALA New Members And Board Opportunities Breakfast



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September 16th, 2017
3rd Annual NexGen SoCal Summit

Bob Veres


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September 26th, 2017
FPA Orange County - Allied Professionals Summit



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October 2017

October 11th, 2017
FPALA New Members And Board Opportunities Happy Hour



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October 24th, 2017
Bridging the Gap: Navigating Multi-Generational Financial Planning

Financial Planning: Not just for Baby Boomers Any More - Alan Moore
Diminished Capacity: How to Protect Your Clients and Yourself - R. Christine Brown
The New Profession - Bob Veres
Understanding the 65+ Mature Marketplace - Don Marsh


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October 28th, 2017
LA Financial Planning Day

Various Certified Financial Planner Professionals - Financial Planning Strategies & One-on-One Consultations


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November 2017

November 9th, 2017
NexGen Happy Hour (Westwood)



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December 2017

December 7th, 2017
Dec. 7th Meeting

Rivernorth - Incorporating Marketplace Lending into an Institutional Portfolio
Claire Allen - Generating Referrals Through LinkedIn


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Upcoming Events:

11
Sep
 
FPA SGV Free College Seminar
Monday | September 11, 2017 6:15 P.M.
13
Sep
 
FPALA New Members And Board Opportunities Breakfast
Wednesday | September 13, 2017 9:00 A.M.
16
Sep
 
3rd Annual NexGen SoCal Summit
Saturday | September 16, 2017 10:00 A.M.
26
Sep
 
FPA Orange County - Allied Professionals Summit
Tuesday | September 26, 2017 10:00 A.M.
11
Oct
 
FPALA New Members And Board Opportunities Happy Hour
Wednesday | October 11, 2017 6:30 P.M.
24
Oct
 
Bridging the Gap: Navigating Multi-Generational Financial Planning
Tuesday | October 24, 2017 8:00 A.M.
28
Oct
 
LA Financial Planning Day
Saturday | October 28, 2017 10:30 A.M.
View Calendar >>
 

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