Past Meetings
Opportunities in Planned Giving for Today's Environment & Trust Administration: A View of the "Other Side."
November 04, 2015
12:00 PM to 2:00 PM
Fleming's Prime Steakhouse & Wine Bar
Fashion Fair Mall, 639 E Shaw Ave
Fresno, CA 93710
Beneficiary Planning & Inherited IRAs, Advanced IRA Concepts
September 10, 2015
11:45 AM to 2:30 PM
Fleming's Prime Steakhouse & Wine Bar
Fashion Fair Mall, 639 E Shaw Ave
Fresno, CA 93710
FPA Far West Roundup
August 13, 2015
5:00 PM to 12:00 PM
UC Santa Cruz
200 Heller Drive
Santa Cruz, CA
Advisor Alpha & Hinds Hospice
April 29, 2015
11:45 AM to 2:30 PM
Fleming's Prime Steakhouse & Wine Bar
Fashion Fair Mall, 639 E Shaw Ave
Fresno, CA 93710
FPA Retreat 2015
April 20, 2015
9:00 AM to 5:00 PM
Château Élan, Atlanta, Georgia
100 Rue Charlemagne Drive
Braselton, GA 30517
FPA Retreat 2015 is a select gathering of financial planning professionals who engage in free-flowing conversations to advance the art and science of financial planning to have more meaningful impact on people’s lives.
CFP Board’s Code of Ethics Program
February 25, 2015
2:00 PM to 5:00 PM
Fresno State School of Business
Craig Peters Building
Fresno, CA 93710
