An Interactive Web-Based Symposium Presented by Women’s Symposium of Southern California Friday, March 5 9:00 AM – 1:00 PM PT Registration: $25 per person/$10 student/senior (over age 60) Theme: Focused. Flexible.
FPA San Gabriel Valley - "Referral Academy" Date: Wednesday, June 23, 2021 Time: 11:45am to 1:00pm Topic: "Referral Academy" Join Zoom Meeting https://lidoadvisors.zoom.us/j/99325588930?pwd=RUxPaXMwdlJHQTJUM0gyVzV3SEowUT09 (Please copy above link and paste into
This program will provide a general overview of Prop 19 and will distinguish the changes between it and prior law. The speaker will conclude with a discussion of the impact
Are you entering the Financial Planning Profession? Join us for the new NexGen Study Group! Whether you’d like to get to know others in the profession, strengthen your knowledge, or
The Client Psychology Program – offered by Wharton Executive Education in partnership with CFP Board’s Center for Financial Planning – helps financial advisors develop a more effective client-centered practice. CFP®
Join Onramp CEO & Co- Founder Tyrone Ross as he breaks down the essentials and investment theses for Crypto to empower today's financial advisors to be better prepared to speak
Reimagining starts at ENGAGE 2021. This is the accounting and finance industry's premier event of the year. - Engage 2021 Date: July 26 - July 29, 2021 Time: 7:30 a.m.
FPA San Gabriel Valley - Virtual Study Group Date: August 3, 2021 Time: 11:00am - 12:15pm Location: Virtual Meeting Online through WebEx Hosted by Alex Zepkowksi Call Alex Zepkowski
FPA San Gabriel Valley - "Virtual Study Group" Date: August 03, 2021 Time: 10:00am - 12:15pm Topic: Virtual Study Group Location: Online through WebEx Call Alex Zepkowski at 626 689-2007 or
Join us for our next Quarterly Education meeting virtually on Wednesday, August 18. Presentations are scheduled throughout the day at approximately 8:15 AM, 9:50 AM, 11:45 AM, 1:00 PM, and