Meeting/Event Information

Past Meetings

November 04, 2015

Opportunities in Planned Giving for Today's Environment & Trust Administration: A View of the "Other Side."

November 04, 2015
12:00 PM - 2:00 PM

Fleming's Prime Steakhouse & Wine Bar
Fashion Fair Mall, 639 E Shaw Ave
Fresno, CA 93710

Sponsored by Lord Abbett
 

September 10, 2015

Beneficiary Planning & Inherited IRAs, Advanced IRA Concepts

September 10, 2015
11:45 AM - 2:30 PM

Fleming's Prime Steakhouse & Wine Bar
Fashion Fair Mall, 639 E Shaw Ave
Fresno, CA 93710

Sponsored by Lord Abbett
 

August 13, 2015

FPA Far West Roundup

August 13, 2015 5:00 PM to August 16, 2015 12:00 PM

UC Santa Cruz
200 Heller Drive
Santa Cruz, CA

FPA Far West Roundup Conference in Santa Cruz
 

April 29, 2015

Advisor Alpha & Hinds Hospice

April 29, 2015
11:45 AM - 2:30 PM

Fleming's Prime Steakhouse & Wine Bar
Fashion Fair Mall, 639 E Shaw Ave
Fresno, CA 93710

Advisor Alpha & Hinds Hospice, Sponsored by The Vanguard Group
 

April 20, 2015

FPA Retreat 2015

April 20, 2015 9:00 AM to April 23, 2015 5:00 PM

Château Élan, Atlanta, Georgia
100 Rue Charlemagne Drive
Braselton, GA 30517

FPA Retreat 2015 is a select gathering of financial planning professionals who engage in free-flowing conversations to advance the art and science of financial planning to have more meaningful impact on people’s lives.
 

February 25, 2015

CFP Board’s Code of Ethics Program

February 25, 2015
2:00 PM - 5:00 PM

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

Sponsored by Beacon Hill Financial Educators, Speaker: Curt Weil, CFP®