Meeting/Event Information

Past Meetings

November 13, 2013

Estate Planning: Recent Developments and Cautionary Tips, Speaker: Robert Wright

November 13, 2013
2:00 PM - 5:00 PM

Fresno State Craig School of Business: University Business Center
5245 N. Backer Ave
Fresno, CA 93740

Gift & Estate Tax provisions, non-tax reasons to review existing estate plan documents, Trusts as beneficiaries, and more!
 

September 11, 2013

Franklin Templeton Funds & Hicks Pension

September 11, 2013
2:00 PM - 5:00 PM

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

Time to Take Stock: Franklin Templeton Funds by John Conepcion; Qualified Plans Overview and Designs: Hicks Pension by Jessica Johnson
 

June 12, 2013

Marty Kurtz, CFP®- Past President of FPA National

June 12, 2013
2:00 PM - 5:00 PM

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

He will discuss his personal experiences with Succession Planning in his firm.
 

March 20, 2013

Secrets of the Tax Return & Providing Excellent Client Service

March 20, 2013
2:00 PM - 5:00 PM

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

This presentation will give you the edge - taking advantage of "tax season" and showing your clients & prospects how your expertise will save them money! We all think we know our clients pretty well. But are we really serving them in a way that results i
 

January 30, 2013

CFP Board's Code of Ethics

January 30, 2013
3:00 PM - 5:00 PM

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

An in-depth exploration of CFP Board’s Code of Ethics and Professional Responsibility, this program goes beyond explanation to application, through discussion of several of the anonymous case studies. You'll get specific about what needs to be disclosed t