BEGIN:VCALENDAR VERSION:2.0 PRODID:City of Newport Beach Calendar Creator METHOD:PUBLISH BEGIN:VEVENT DTSTAMP:20211005T142429 DTSTART:20211018T100000 DTEND:20211018T113000 SUMMARY:It's Your Money DESCRIPTION:
The “It’s Your Money!” sessions cover the business of money; 12 hours of objective education over an 8-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 20 | Introduction and Tax Update |
September 27 | Annuities & Mutual Funds |
October 4 | Financial Planning I: Goals & Your Assets |
October 11 | Financial Planning II: Investing Your Money |
October 18 | Medical Care Planning |
October 25 | Equity Investing |
November 1 | Fixed Income Investing |
November 8 | It’s Your Money and Your Mind |
The “It’s Your Money!” sessions cover the business of money; 12 hours of objective education over an 8-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 20 | Introduction and Tax Update |
September 27 | Annuities & Mutual Funds |
October 4 | Financial Planning I: Goals & Your Assets |
October 11 | Financial Planning II: Investing Your Money |
October 18 | Medical Care Planning |
October 25 | Equity Investing |
November 1 | Fixed Income Investing |
November 8 | It’s Your Money and Your Mind |