Financial Planning Association of San Gabriel Valley

Volunteers Needed Applied Medical Financial Resource Fair June 1, 2018 Two-Hour Shifts Between 9:00 AM - 2:00 PM Financial Workshops and One-On-One CFP Consu...ltations Please reply to Fred at [email protected] Help low to middle class working families with many questions about what they should do to improve their financial future.Not a CFP , no problem we would love to have a couple of people to help check in and handle logistics. Applied Medical is a privately-held medical device manufacturer. They employ nearly 4,000 employees in their light manufacturing and research & development facilities within the 14-building complex located in Rancho Santa Margarita and Lake Forest.

We had a great time at the 5th annual FPA College Planning Day ! Thanks to our panelists, board members, and volunteers for putting on another successful pro-bono event for the public.

FPA of California meets with Assemblyman Phillip Chen to discuss issues vital to the financial planning community.

Monthly luncheon at our new location!

Here is how your tax bracket will change in 2018.

"Tony Robbins completely misses the mark on financial advisers" by FPA President Shannon Pike via MarketWatch: http://on.mktw.net/2zr9Swo

We want to thank all the volunteers and CERTIFIED FINANCIAL PLANNERS who volunteered their time and expertise at this year's Financial Planning Day. Special thanks to State Assemblyman Ed Chau, Garvey School Board Trustee Henry Lo, State Controller Betty Yee's office representative Thomas Wong, City of Rosemead, and Rosemead Chamber of Commerce for supporting this year's event. Until next year.

Rosemead Financial Planning Day is tomorrow ! In addition to having the opportunity for a private one-on-one consultation with a highly qualified CERTIFIED FINANCIAL PLANNER, we will also have 4 workshops to choose from - Investment 101 Tax Planning in the Changing World Real World Retirement Planning... What you need to know about insurance Bring a friend. It's all free. No sales. No Strings attached.

In today’s uncertain economy, planning for your financial future is more important than ever. Don’t miss this opportunity for a free, private consultation on financial issues that matter to you with highly qualified CERTIFIED FINANCIAL PLANNER professionals. In addition to one-on-one consultations, there will be workshops on a variety of financial topics throughout the day. Stay as little or as long as you’d like. Topics covered -... GENERAL FINANCIAL PLANNING INVESTMENT PLANNING RETIREMENT PLANNING INCOME TAX PLANNING ESTATE PLANNING INSURANCE PLANNING EMPLOYEE BENEFITS See more

Thinking about your finances? Here is a practical guide from Consumer Reports -