Past Meetings
Succession Planning for Farmers & Evidence Based - Building Blocks of Growth
Ruth's Chris Steak House
7844 N Blackstone Ave.
Fresno, CA 93720
https://www.ruthschris.com/
Speakers: Susan Rosenhoffer, Regional Director on DFA's Practice Management team & Ryan M. Janisse of Larson Lindenau Law Group
Amy Florian, As Seen On Michael Kitces - 2025 Keynote (2 hrs CE)
Fort Washington Country Club
10272 N Millbrook Ave
Fresno, CA 93730
https://www.fortwashingtoncc.org/
The 2025 Externship
Amplified Planning
Retirement Plan Update- Navigating Important Retirement Plan Changes and Guide to ETFs and Alternatives
Westwoods BBQ & Spice Co.
8042 N Blackstone Ave.
Fresno, CA 93720
https://www.westwoodsbbq.com/
Speakers: Jessica Johnson of Hicks Pension Services & Lynly Packer, Executive Director and Alternatives Client Advisor at JP Morgan
Marriage and Money: Financial Considerations for Spouses & Navigating Markets in 2025
Ruth's Chris Steak House
7844 N Blackstone Ave.
Fresno, CA 93720
https://www.ruthschris.com/
Speakers: Ryan Bertrand, Director of Advanced Markets at TransAmerica & Alex Varner, Director of Research at Main Management
