FPA San Gabriel Valley

FPA Strategic Planning Meeting
10:00 a.m. - 1:00 p.m.

04/17/2026

RSVP by January 23rd

Networking

Monthly Luncheon

11:30 a.m. - 1:00 p.m.

03/19/2026

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105

admin@fpasangabrielvalley.org to RSVP

No Luncheon Meeting - Dark November

Come volunteer to serve on leadership and help plan for 2026!

RSVP by July 17th

admin@fpasangabrielvalley.org to RSVP

Pro Bono Day

7:45 a.m. - 1:45 p.m.

05/27/2026

Monthly Luncheon

11:30 a.m. - 1:00 p.m.

03/23/2026

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105

June Social

Doors Open at 5:30pm

Game starts at 7:00pm

March Social

5:00 p.m. - 7:00 p.m.

"Understanding 1031 Exchanges, Delaware Statutory Trust, and 721 Exchanges"

UCLA Extension
433 S. Spring St, 6th Floor

Los Angeles, CA 90013

Conference Room

155 N. Lake Ave,

Pasadena, CA 91101

Monthly Luncheon

11:30 a.m. - 1:00 p.m.

"Mastering The 351 Exchange"

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105

Networking for Next Gen and Veteran Advisors

NexGen Summit 2026

9:00 a.m. - 3:00 p.m.

Joint Mixer with FPALA

4:00 p.m. - 6:00 p.m.

Conference Room

155 N. Lake Ave,

Pasadena, CA 91101

Monthly Luncheon

11:30 a.m. - 1:00 p.m.

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105

Alexander's Steakhouse

111 N Los Robles Ave,

Pasadena, CA 91101

08/26/2026

Beyond the Agg: Finding Opportunity in Today’s Securitized Markets.

Featuring Ed Vukmirovich, CIMA

The Griffin Club

3084 Motor Ave,

Los Angeles, CA 90064

Cognitive Decline and Caregiving

Join for a day of connection, insights, and professional growth with fellow financial planning professionals.

10/17/2026

RSVP by April 17th

03/26/2026

"The State of Local Real Estate: What You Need to Know"

10/28/2026

Conference Room

155 N. Lake Ave,

Pasadena, CA 91101

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105

06/25/2026

admin@fpasangabrielvalley.org to RSVP

Junior Achievement

6250 Forest Lawn Dr, Los Angeles, CA 90068

World Cup Watch Party

USA vs. Turkey

11/12/2026

FPA SGV Holiday Party

Celebrate the season, connect with colleagues, and honor our spotlighted local charities.

Date: Thursday, December 3, 2026

Time: 5:00pm - 8:00pm (5:00pm Cocktails ~ 6:00pm Dinner)

Location: Annandale Golf Club | 1 N. San Rafael Ave, Pasadena, CA 91105

Dinner Selection

Option 1: Braised Short Rib
Option 2: Chilean Sea Bass
Please select your preferred dinner entrée when you RSVP.
RSVP by November 26

12/03/2026

Good Neighbor Bar

2311 Lincoln Ave,

Altadena, CA 91001

Study Group

11:30 a.m. - 1:00 p.m.

Jumbo Roth IRA Conversions:
Estate Tax Blessing or Curse?

Featuring David Ellis, CPA

Monthly Luncheon

11:30 a.m. - 1:00 p.m.

RSVP For Summit

01/28/2026

11/18/2026

08/19/2026

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105

Celebrate the end of the year featuring two local non-profits: the Pasadena Museum of History and Pasadena Conservatory of Music

admin@fpasangabrielvalley.org and register with JA.

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105

02/25/2026

07/22/2026

"What's in your Tech Stack?"

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105

Study Group

11:30 a.m. - 1:00 p.m.

A Holiday Evening for Good

5:00 p.m. - 8:00 p.m.

The Paul Merage School of Business:

4293 Pereira Drive SB1

Room 1125,

Irvine CA 92697

Join us at local Altadena spot,

Good Neighbor Bar, for a drink with colleagues

Your Brain On Retainer:

A Meeting-First Model For Complex Clients

admin@fpasangabrielvalley.org to RSVP

FPA SGV & LA Summit

8:00am - 5:30pm

Annandale Golf Club

One N. San Rafael Ave.

Pasadena, CA 91105

Succession Shift: "Aligning G1 Vision with G2 Opportunity"

09/23/2026

Summer Social

5:00 p.m. - 6:30 p.m.

RSVP by May 22nd

04/22/2026

Monthly Luncheon

11:30 a.m. - 1:00 p.m.

Volunteer at JA's Finance Park to help elementary school kids learn financial literacy

RSVP by February 20th

Ogopogo Brewing

Monthly Luncheon

11:30 a.m. - 1:00 p.m.

Date Event Topic LOCATION RSVP