Meeting/Event Information

Past Meetings

November 14, 2018

2017 Tax Cut & Jobs Act and Benefits of a Cash Balance Plan

November 14, 2018
11:45 AM - 2:00 PM

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

Lunch Sponsored By: Gilmore Magness Janisse
 

August 30, 2018

Working with Heirs

August 30, 2018
12:00 PM - 2:45 PM

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

Speakers: Kathy Cromwell, LCSW and Judith Wright
 

May 02, 2018

Artificial Intelligence in Investments in Relation to the Financial Advisory Industry and Importance of Retirement Trusts

May 02, 2018
11:45 AM - 2:00 PM

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

Speakers: Rick Roche, CAIA & Ryan Janisse
 

January 31, 2018

Embracing Market Prices & Structuring Effective Client Communication

January 31, 2018
11:45 AM - 2:00 PM

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

Speakers: Vadim Gorin, CFA & Bridget Harkins, CFP® with Dimensional Fund Advisors