Financial Workshop - It's Your Money
Overview and Tax Changes
- Date: 09/19/2022 10:00 am - 11:30 am
- Location: Friends Meeting Room
1000 Avocado Avenue
Newport Beach, California 92660
The “It’s Your Money!” sessions cover the business of money; 9 hours of objective education over a 6-week period. Our instructors are local FEE ONLY financial advisors who all act in a fiduciary capacity with their clients. None of our speakers are licensed to sell any financial products. You will learn how they charge and the steps you need to take on your financial plan with or without a professional.
Mondays at 10 a.m.
|September 19||Overview and Tax Changes|
|September 26||Financial Planning I|
|October 3||Medical Care Planning|
|October 10||Investment Planning|
|October 17||Equity and Fixed Income Investing|
|October 24||Financial Planning II|