Meeting Information

Past Meetings

Helping to Secure Your Clients' Retirement

 

November 04, 2014

 

2:00 PM to 5:00 PM

 

Fresno State School of Business
Craig Peters Building
Fresno, CA 93710

Todd Pam from Blackrock will discuss Social Security Maximization Strategies. David Williamson, CFP® & Jeff Karst, CFP® will discuss claiming strategies

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Risk Tolerance Presentation and Workshop

 

September 23, 2014

 

2:00 PM to 5:00 PM

 

Fresno State School of Business
Craig Peters Building
Fresno, CA 93710

Tyler Nunnally from FinaMetrica discusses Risk Tolerance

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NexGen Issues and Estate Planning Landscape

 

May 23, 2014

 

2:00 PM to 5:00 PM

 

Fresno State School of Business
Craig Peters Building
Fresno, CA 93710

Caleb Brown and Mark Prendergast discuss the Estate Planning landscape and NexGen issues.

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Bradford and Company- Tax Strategies

 

February 25, 2014

 

2:00 PM to 5:00 PM

 

Fresno State School of Business
Craig Peters Building
Fresno, CA 93710

Give yourself a raise...tax strategies for the financial planner.

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