Fiduciary Round Table

October 14, 2026 Meeting

Wednesday, October 14, 2026, 7:00a.m. to 9:00a.m.

MEETING LOCATION:

Elks Lodge of Pasadena, 400 W. Colorado Blvd., Pasadena 91105

2026/2027 Members: no charge; Guest fee: $60 – must be paid in advance of the meeting

Everyone must RSVP, including members.

Guests must RSVP and pay prior to the meeting. A link to pay the $60 guest fee will follow once you submit your RSVP.

RSVP POLICY
Our membership fees alone don’t cover all the operational costs. Policy: If you RSVP and fail to attend, you will be charged $40. No shows cost our organization money. We have incurred losses up to $1,000 due to no show RSVPs, and accurate RSVP counts will help us maintain low membership fees.Thank you!

Click here to cancel your reservation via email by the Thursday before the meeting.

Click here to RSVP for this meeting

Please RSVP no later than Friday, October 10 before 5:00p.m.

Members: 

  • Don’t forget to bring your company information to place on the Networking Table at the meeting.

If you are not yet a 2026/2027 member, please click here to join.

Don’t forget to check in at the door!

Breakfast Meeting Sponsor Opportunity (members only, $500)

  • Two minutes to speak at meeting 
  • Logo and contact information in the two meeting announcements as Sponsor

Annual Sponsor (members only, $2000)

  • Your logo on Home page of this website
  • Logo and contact information on all meeting announcements
  • Recognition as annual sponsor at all meetings

Email Jamie Rizo if you are interested in sponsoring a meeting or being an annual sponsor

Topic:

Rethinking Reverse Mortgages: Financial Freedom Through the Equity in your Home 

Mark Klein is a Regional Manager with Golden Empire Mortgage and leads The Klein Team, bringing more than 30 years of mortgage banking experience and a unique perspective as a former CPA with Coopers & Lybrand.

For more than 20 years, Mark has helped consumers and professional advisors better understand reverse mortgages and is co-author of How Can a Reverse Mortgage Work for You? His practice focuses on how today’s reverse mortgage strategies may be used as a planning tool for retirement, estate, cash-flow, and housing needs.

An active member of several estate planning councils and professional advisory organizations, Mark works closely with attorneys, financial planners, CPAs, and Realtors to address long-standing misconceptions surrounding reverse mortgages.

Speakers: 

Mark Klein- Regional Manager, Golden Empire Mortgage | The Klein Team

 

 

 

 

 

This presentation is for one hour of Continuing Professional Education (CPE) credit for CPAs and Minimum Continuing Legal Education (MCLE) credit for Attorneys and others. If you would like credit, please request the sign-in sheet and evaluation form. Email John Cooper or Marci Barrett. You must attend for the entire length of the presentation in order to receive credit. 

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