Past Meetings

Credit: How It Works and How to Fix It Joshua Anderson of Clearpoint Credit Counseling

 

December 15, 2010

 

3:00 PM to 5:00 PM

 

CSUF Craig School of Business PARKING IS FREE IN UBS FLAGGED ROW
5245 N. Backer Ave m/s pb 5
Fresno, CA 93740-8001

Learn the details of how credit works and strategies to repair it. 2 CE credits

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Estate Administration Basics with Judith Wright, Estate Planning Attorney

 

September 15, 2010

 

3:00 PM to 5:00 PM

 

CSUF Craig School of Business, PARKING IS FREE IN UBS FLAGGED ROW
5245 N. Backer Ave.
Fresno, CA 93710

Managing tasks during probate for clients is a skill set Advisors need to serve our clients at a critical time. Come and learn how this is done well.

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Dealing With the "New Normal", Andrea White, Master Certified Coach

 

June 16, 2010

 

12:00 AM to 12:00 AM

 

USCF Craig School of Business Parking is FREE in FLAGGED UBC Row Directly in Front
5245 N. Backer Ave.
Fresno, CA

Andrea White, Master Certified Coach speaks with us about interacting with clients around recent extreme economic events that have challenged their life plans.

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PREPARING FOR 2010 ROTH IRA CONVERSIONS

 

April 28, 2010

 

3:00 PM to 3:00 PM

 

USCF Craig School of Business Parking is FREE in lots A & J
5245 N. Backer Ave.
Fresno, CA

Learn how a sleepy old strategy became one of the best wealth generation planning opportunities of this decade!

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The Future of your Chapter is in your Hands.

 

February 04, 2010

 

12:00 AM to 12:00 AM

 

The Elbow Room
731 W San Jose Ave
Fresno, CA