Meeting/Event Information

Past Meetings

November 04, 2014

Helping to Secure Your Clients' Retirement

November 04, 2014
2:00 PM - 5:00 PM

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

Todd Pam from Blackrock will discuss Social Security Maximization Strategies. David Williamson, CFP® & Jeff Karst, CFP® will discuss claiming strategies
 

September 23, 2014

Risk Tolerance Presentation and Workshop

September 23, 2014
2:00 PM - 5:00 PM

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

Tyler Nunnally from FinaMetrica discusses Risk Tolerance
 

May 23, 2014

NexGen Issues and Estate Planning Landscape

May 23, 2014
2:00 PM - 5:00 PM

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

Caleb Brown and Mark Prendergast discuss the Estate Planning landscape and NexGen issues.
 

February 25, 2014

Bradford and Company- Tax Strategies

February 25, 2014
2:00 PM - 5:00 PM

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

Give yourself a raise...tax strategies for the financial planner.