Meeting/Event Information

Past Meetings

September 17, 2020

Mark Prendergast CPA, CFP® , CDFA™

September 17, 2020
1:00 PM - 2:00 PM

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


Mark Prendergast CPA, CFP® , CDFA™
 

August 20, 2020

Virtual Meeting - Jessica Johnson of Hicks Pension Services

August 20, 2020
1:00 PM - 2:00 PM

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Virtual Meeting Instructions to Be Emailed at a Later Date


Virtual Meeting - Jessica Johnson of Hicks Pension Services
 

June 16, 2020

Virtual Meeting - Economic & Market Perspectives with Brian Nash of Goldman Sachs

June 16, 2020
1:00 PM - 2:00 PM

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


Virtual Meeting - Economic & Market Perspectives with Brian Nash of Goldman Sachs
 

May 20, 2020

Virtual Workshop - Best Practices Discussion - Impact of COVID-19 On Our Practices

May 20, 2020
1:00 PM - 2:00 PM

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


Virtual Workshop - Best Practices Discussion - Impact of COVID-19 On Our Practices
 

March 19, 2020

Give Yourself A Raise...Don't Miss out on your New 2020 Deductions

March 19, 2020
2:30 PM - 5:00 PM

Location TBD



FPA Seminar with Bradford Tax Seminars - Tax Reduction Strategies for Financial Professionals
 

February 12, 2020

Social Security Strategy & Impact of Tax Cut & Job Act (TCJA)/Tax Planning Strategies

February 12, 2020
11:45 AM - 2:00 PM

Fleming's Prime Steakhouse & Wine Bar
Fashion Fair Mall, 639 E Shaw Ave
Fresno, CA 93710

Speakers: Jennifer Taboada & Paul C. Chen