Meeting/Event Information

Past Meetings

November 18, 2008

Joint Panel Discussion/Case Study

November 18, 2008
12:00 AM

Craig School of Business
Fresno State University
Fresno, CA

Another VERY interesting case study with a panel of planning experts. Bob Price, CPA, Judith Wright, Esq., John Martin, CLU, and Jayne Ferrante CFP will address planning as a team approach. Don't Miss It!!
 

September 24, 2008

The Global Economy: Is There a Light at the End of the Tunnel?

September 24, 2008
12:00 AM

CSU, Fresno, Craig School of Business
Shaw Avenue and Woodrow Avenue
Fresno, CA


 

July 15, 2008

A Changing Landscape: Fiduciary Practice Standards for Certified Financial Planners? in effect July 1.

July 15, 2008
12:00 AM

The Downtown Club
2120 Kern Street
Fresno, CA

Financial Planning Association’s? Executive Director/CEO Marvin W. Tuttle, Jr., CAE, will be here to offer straight answers to our tough questions regarding these momentous changes in our profession.
 

May 22, 2008

Reynolds T. Cafferata, J.D. : Avoiding and Responding to Litigation: Advice for Charities and Practitioners

May 22, 2008
12:00 AM

CSU Fresno, Craig School of Business
Shaw Ave and Woodrow
Fresno, CA

2 CE Credits provided
 

February 25, 2008

Evelyn Zoehlen, CFP ? : Buy, Sell or Hold: The Ins and Outs of Transferring Practice Equity

February 25, 2008
12:00 AM

CSU Fresno, Craig School of Business
Shaw & Woodrow
Fresno, CA