FPA San Gabriel Valley
@FPASGV
FPASGV is the local chapter of the Financial Planning Association. We meet on the 4th Wednesday of every month in Pasadena.
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1/ 🚨BREAKING: HUGE NEWS FROM IRS ON RMDS!🚨 __________ TL/DR version: ALL unwanted 'RMDs' eliminated by the CARES Act taken in 2020 can now be returned up through August 31st. Here's the text via IRS Notice 2020-51👇 And now for some more detail... lnks.gd/l/eyJhbGciOiJI…
“Communicating in a Pandemic and Beyond: How to Maximize Your Message and Virtual Technology" Presented by Jane Brust, Principal, with The Activ Consulting Group. FPA SGV MONTHLY MEETING on ZOOM! Wednesday, May 27th at noon fpasangabrielvalley.org/calendar.html
Discover how to help clients deal w/ life transitions @ the Women Adviser Summit San Fran. Save w/ code FPA investmentnews.com/was #WAS2015
Where do you stand: Suitability vs. Fiduciary Standard? Read about the perceived impact of changing your standard. goo.gl/d3JgB0
@CNBC / @fpassociation Adviser Survey Results out: Where do stocks stand? goo.gl/drJhgw
Regulators are expected to launch more enforcement actions in 2014 sbne.ws/r/kJ3e
Leading financial technology experts share the latest tech trends & answer questions in the Journal. goo.gl/KCt40g
Less then 50% of planners have a retirement/business plan in place. - Branham. How sad. #FPACLC
Please check out my answer on @Avvo to: Can the executor of a will decide who pays probate fees? #probate rpx.me/1/LpEr
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