These free workshops are presented as a community service—for education only. Nothing will be sold, and professional advisors will not be given attendees’ contact information.
It is not necessary to attend each workshop in order to benefit from the series.
Series moderator Peter Kote was the recipient of the Heart of Financial Planning Award in 2008 by the Financial Planning Association®, the principal professional organization for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, educators, financial services providers and students.
Mondays 10:00-11:30 a.m. September 11th- October 30th
| 9-11-17 |
Intro & Quiz |
| 9-18-17 |
Annuities & Mutual Funds |
| 9-25-17 |
Financial Planning I |
| 10-02-17 |
Financial Planning Il |
| 10-09-17 |
Long Term Care |
| 10-16-17 |
Equity Investing |
| 10-23-17 |
Fixed Income Investing |
| 10-30-17 |
The Big Take Away & Contest |
**Special Evening Lecture presented by Index Fund Advisors
"An Evidence-Based Approach to Investing"
(again, no products or services will be sold)
11-6-17 @ 6:30-8:30pm
Location: Central Library Friends Meeting Room 1000 Avocado Avenue, Newport Beach
No reservations required
Information: events@nbplfoundation.org 949.548.2411
