Past Meetings

FPA Meeting: IRAs: Goldmine or Landmine? & Proposed Estate Tax Planning Law Changes

 

November 09, 2021

 

11:45 AM to 2:15 PM

 

Ruth's Chris Steak House
7844 N Blackstone Ave.
Fresno, CA 93720
https://www.ruthschris.com/

Speakers: Transamerica & Marcus Magness

View Details ►

 

 

FPA Mixer with Fresno Estate Planning Council!!!

 

October 26, 2021

 

4:00 PM to 6:00 PM

 

Tap & Cellar
317 W. Bedford Ave.
Fresno, CA 93711
https://thetapandcellar.com/

FPA Mixer with FEPC

View Details ►

 

 

Medicare & Comparing Mutual Funds & ETFs

 

August 24, 2021

 

11:45 AM to 2:15 PM

 

Ruth's Chris Steak House
7844 N Blackstone Ave.
Fresno, CA 93720
https://www.ruthschris.com/

Speakers: Jan Schmidt & Vadim Gorin

View Details ►

 

 

FPA Mixer!!!

 

June 24, 2021

 

4:00 PM to 6:00 PM

 

Westwoods BBQ & Spice Co.
8042 N Blackstone Ave.
Fresno, CA 93720
https://www.westwoodsbbq.com/

First In-Person Event of the Year!!!

View Details ►

 

 

Mastermind Workshop: Understanding the 5 Most Important Facets of Your Financial Services Business

 

May 18, 2021

 

12:00 PM to 1:00 PM

 

Zoom

With Daniel C. Finley of Advisors Solutions

View Details ►

 

 

Significant New FAFSA & Financial Aid Changes

 

April 06, 2021

 

12:30 PM to 1:30 PM

 

Virtual Event Via Zoom

Cozy Wittman of College Inside Track

View Details ►

 

 

CFP Board's Code of Ethics Program

 

January 28, 2021

 

12:00 PM to 2:00 PM

 

GoToMeeting.com
Virtual Meeting Instructions to Be Emailed at a Later Date

Beacon Hill Financial Educators, Speaker: Curt Weil CFP®

View Details ►