Meeting/Event Information

Past Meetings

December 15, 2010

Credit: How It Works and How to Fix It Joshua Anderson of Clearpoint Credit Counseling

December 15, 2010
3:00 PM - 5:00 PM

CSUF Craig School of Business PARKING IS FREE IN UBS FLAGGED ROW
5245 N. Backer Ave m/s pb 5
Fresno, CA 93740-8001

Learn the details of how credit works and strategies to repair it. 2 CE credits
 

September 15, 2010

Estate Administration Basics with Judith Wright, Estate Planning Attorney

September 15, 2010
3:00 PM - 5:00 PM

CSUF Craig School of Business, PARKING IS FREE IN UBS FLAGGED ROW
5245 N. Backer Ave.
Fresno, CA 93710

Managing tasks during probate for clients is a skill set Advisors need to serve our clients at a critical time. Come and learn how this is done well.
 

June 16, 2010

Dealing With the "New Normal", Andrea White, Master Certified Coach

June 16, 2010
12:00 AM

USCF Craig School of Business Parking is FREE in FLAGGED UBC Row Directly in Front
5245 N. Backer Ave.
Fresno, CA

Andrea White, Master Certified Coach speaks with us about interacting with clients around recent extreme economic events that have challenged their life plans.
 

April 28, 2010

PREPARING FOR 2010 ROTH IRA CONVERSIONS

April 28, 2010
3:00 PM

USCF Craig School of Business Parking is FREE in lots A & J
5245 N. Backer Ave.
Fresno, CA

Learn how a sleepy old strategy became one of the best wealth generation planning opportunities of this decade!
 

February 04, 2010

The Future of your Chapter is in your Hands.

February 04, 2010
12:00 AM

The Elbow Room
731 W San Jose Ave
Fresno, CA