Meeting/Event Information

Past Meetings

November 07, 2017

Addressing the Advisor's Dilemma & Divorce Planning

November 07, 2017
11:45 AM - 2:00 PM

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

Sponsored by PIMCO
 

August 23, 2017

Investment & Market Updates

August 23, 2017
11:45 AM - 2:00 PM

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

Sponsored by American Funds
 

May 02, 2017

Charitable Planning and Intentionally Defective Grantor Trusts

May 02, 2017
11:45 AM - 2:00 PM

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

Sponsored by Vanguard
 

January 24, 2017

CFP Board's Code of Ethics Program

January 24, 2017
11:45 AM - 2:00 PM

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

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