Past Meetings
Joint Panel Discussion/Case Study
November 18, 2008
12:00 AM to 12:00 AM
Craig School of Business
Fresno State University
Fresno, CA
Another VERY interesting case study with a panel of planning experts. Bob Price, CPA, Judith Wright, Esq., John Martin, CLU, and Jayne Ferrante CFP will address planning as a team approach. Don't Miss It!!
The Global Economy: Is There a Light at the End of the Tunnel?
September 24, 2008
12:00 AM to 12:00 AM
CSU, Fresno, Craig School of Business
Shaw Avenue and Woodrow Avenue
Fresno, CA
A Changing Landscape: Fiduciary Practice Standards for Certified Financial Planners? in effect July 1.
July 15, 2008
12:00 AM to 12:00 AM
The Downtown Club
2120 Kern Street
Fresno, CA
Financial Planning Association’s? Executive Director/CEO Marvin W. Tuttle, Jr., CAE, will be here to offer straight answers to our tough questions regarding these momentous changes in our profession.
Reynolds T. Cafferata, J.D. : Avoiding and Responding to Litigation: Advice for Charities and Practitioners
May 22, 2008
12:00 AM to 12:00 AM
CSU Fresno, Craig School of Business
Shaw Ave and Woodrow
Fresno, CA
Evelyn Zoehlen, CFP ? : Buy, Sell or Hold: The Ins and Outs of Transferring Practice Equity
February 25, 2008
12:00 AM to 12:00 AM
CSU Fresno, Craig School of Business
Shaw & Woodrow
Fresno, CA
