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Event Details

"2020 FPA Southwest Financial Planners Conference"
Event Details
Friday, January 24, 2020 - Sunday, January 26, 2020
Program: 12:45 P.M. - Adjourn: 4:00 P.M.
UCLA Conference Center at Lake Arrowhead
850 Willow Creek Road Lake Arrowhead, CA 92352
(818) 558-3908
RSVP NOW

Reservations will be taken until December 20th.

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Cost
 pre-registered
Member $570
 

Event Schedule:

Event Details:
This conference is a meeting of the minds in a most beautiful setting - by financial planners for financial planners, with great discussion and no distractions. Space is limited!
The cost is $570 per person. This includes 2 nights room and all food. The rooming arrangement is Double Occupancy in two-bedroom "condolets" - each person has a separate bedroom/bathroom and the amenities of an upscale hotel.

Join us for the 2nd Annual Southwest Financial Planners Conference!
Scheduled Speakers/Topics:
Video-Conference with Harry Markowitz, Pioneer of Modern Portfolio Theory and Winner of the Nobel Prize in Economics
Dr. Martin Seay - Behavioral Finance Part 2
Divorce: Collaborative-Mediation-Litigation
Rick Kagawa - Running a Highly Successful Business
Curtis Kaiser - Purposeful Estate Planning
Improving Client presentations and conversations
A Hard Numbers Skills Session

Plus more:
Comparing Technology
Back By Popular Demand - Book Review in the Tavern
Optional Mountain Hike or Lakeside Stroll

 
RSVP NOW

Reservations will be taken until December 20th.


Please note: Reservations for the meetings must be made in writing and cannot be taken over the phone. You can either print the reservation form and fax it to the office or register online. Cancellations must be made 72 hours in advance to avoid being charged.

Please call the FPALA office at (818) 558-3908 with questions
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View Calendar >>
 

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PO Box 11376
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