Loading Events

« All Events

  • This event has passed.

Focus Group: March 2014

March 27, 2014 @ 8:00 am - 9:00 am

Trust as a Beneficiary

Peggy Fisher, CEA, CLTC, CFP

 

About Peggy

Peggy Fisher, CEA®, CLTC, CFP® is a Certified Financial Planner™ Practitioner. Peggy has been providing investment advice and financial services to individuals since 1993. She is a member of the Ed Slott’s Elite IRA Advisor Group, a FINRA Dispute Resolution Arbitrator, a member of the Torrance Memorial Foundation Board, a member of the Financial Planning Associations, a member of the DAR, past President of the South Bay Estate Planning Council, and past Chair of the Professional Advisory Council for Torrance Memorial Medical Center. Peggy was originally from New Jersey, married in Vienna, Austria and enjoys cycling with her husband in her leisure time.

Details

Date:
March 27, 2014
Time:
8:00 am - 9:00 am
Event Category:

Organizer

Mark Tsujimoto
Phone:
310 373-7351 x 304
Email:
tsujimotom@ceteranetworks.com

Venue

Plaza, Donnelly & Marlette
3460 Torrance Boulevard, Suite 200
Torrance, CA 90503 United States
+ Google Map

Details

Date:
March 27, 2014
Time:
8:00 am - 9:00 am
Event Category:

Organizer

Mark Tsujimoto
Phone:
310 373-7351 x 304
Email:
tsujimotom@ceteranetworks.com

Venue

Plaza, Donnelly & Marlette
3460 Torrance Boulevard, Suite 200
Torrance, CA 90503 United States
+ Google Map