Meeting/Event Information

Past Meetings

November 14, 2012

Door A or Door B? What happens when the first spouse dies?

November 14, 2012
3:00 PM - 5:00 PM

Fresno State School of Business
Craig Peters Building
Fresno, CA 93710

Door A or Door B? What happens when the first spouse dies? Mark Prendergast, CPA, CFP® addresses subtrust funding and postmortem planning. Also, Mark's update on FPA National Board activities.
 

October 16, 2012

Software Demonstration: Money Guide Pro – Retirement Planning

October 16, 2012
9:00 AM - 12:00 PM

Pathways Advisory Group, Inc.
684 W. Cromwell Ave. #103
Fresno, CA 93711
http://www.pathwaysadvisorygroup.com

Learn how local planners use Money Guide with clients.
 

August 15, 2012

Double Header!! Protecting Fiduciary Liabilty in ILITS & Helping Charities Prosper: Gifts of Life Insurance; How To Do it Right!

August 15, 2012
3:00 PM - 5:00 PM

Fresno State School of Business
Craig Peters Building
Fresno, CA 93710
http://wine and cheese after the meeting!

Advisors...need to be aware of new case law and the potential for increased litigation.
 

May 16, 2012

"Boomer Retirement- Future Shock" Dr. Somnath Basu

May 16, 2012
3:00 PM - 5:00 PM

Fresno State School of Business
Craig Peters Building
Fresno, CA 93710
http://www.craig.csufresno.edu/

Dr. Somnath Basu was a keynote speaker at CFP 2011 Conference underwritten by the Board of Standards. 2 CE APPROVED
 

February 08, 2012

Loss Prevention for Financial and Other Professionals

February 08, 2012
3:00 PM - 5:00 PM

Fresno State School of Business
Craig Peters Building
Fresno, CA 93710

Bruce Bigelow has managed Financial Professional's malpractice cases for over 20 years and brings his intimate experience to us.