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VERSION:2.0
PRODID:City of Newport Beach Calendar Creator
METHOD:PUBLISH
BEGIN:VEVENT
DTSTAMP:20220819T113251
DTSTART:20221003T100000
DTEND:20221003T113000
SUMMARY:Financial Workshop - It's Your Money
DESCRIPTION:<p>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.</p><h3 style="text-align: center;"><a href="https://nbplf.foundation/programs/financial-literacy-workshops/" target="_blank">REGISTER FOR FREE</a></h3><p><strong>Mondays at 10 a.m.</strong></p><table style="width: 690px; height: 220px;">    <tbody>        <tr>            <td>September 19</td>            <td>Overview and Tax Changes</td>        </tr>        <tr>            <td>September 26</td>            <td>Financial Planning I</td>        </tr>        <tr>            <td>October 3</td>            <td>Medical Care Planning</td>        </tr>        <tr>            <td>October 10</td>            <td>Investment Planning</td>        </tr>        <tr>            <td>October 17</td>            <td>Equity and Fixed Income Investing</td>        </tr>        <tr>            <td>October 24</td>            <td>Financial Planning II</td>        </tr>    </tbody></table><p>&nbsp;</p><p></p><div fusion_builder_column_inner="" fusion-builder-nested-column-0="" fusion_builder_column_inner_2_5="" 2_5="" fusion-flex-column"=""><div fusion-flex-justify-content-flex-start="" fusion-content-layout-column"=""><strong>Peter Kote, </strong>founder of the workshop series and former charitable planning specialist, started with a simple idea: if people knew more about money and estate planning, a greater percentage of individuals would be willing to make a gift through their estate plan. After teaching the program to faculty members at Long Beach State University, Peter recognized the overwhelming need for unbiased financial planning education. Since its fruition, the workshops have grown in size and in popularity. Peter won the Financial Planning Association’s “Heart of Financial Planning Distinguished Service Award” for the Orange County workshops.</div></div><p>&nbsp;</p>
X-ALT-DESC;FMTTYPE=text/html:<p>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.</p><h3 style="text-align: center;"><a href="https://nbplf.foundation/programs/financial-literacy-workshops/" target="_blank">REGISTER FOR FREE</a></h3><p><strong>Mondays at 10 a.m.</strong></p><table style="width: 690px; height: 220px;">    <tbody>        <tr>            <td>September 19</td>            <td>Overview and Tax Changes</td>        </tr>        <tr>            <td>September 26</td>            <td>Financial Planning I</td>        </tr>        <tr>            <td>October 3</td>            <td>Medical Care Planning</td>        </tr>        <tr>            <td>October 10</td>            <td>Investment Planning</td>        </tr>        <tr>            <td>October 17</td>            <td>Equity and Fixed Income Investing</td>        </tr>        <tr>            <td>October 24</td>            <td>Financial Planning II</td>        </tr>    </tbody></table><p>&nbsp;</p><p></p><div fusion_builder_column_inner="" fusion-builder-nested-column-0="" fusion_builder_column_inner_2_5="" 2_5="" fusion-flex-column"=""><div fusion-flex-justify-content-flex-start="" fusion-content-layout-column"=""><strong>Peter Kote, </strong>founder of the workshop series and former charitable planning specialist, started with a simple idea: if people knew more about money and estate planning, a greater percentage of individuals would be willing to make a gift through their estate plan. After teaching the program to faculty members at Long Beach State University, Peter recognized the overwhelming need for unbiased financial planning education. Since its fruition, the workshops have grown in size and in popularity. Peter won the Financial Planning Association’s “Heart of Financial Planning Distinguished Service Award” for the Orange County workshops.</div></div><p>&nbsp;</p>
LOCATION:Newport Beach Central Library\, Friends Meeting Room\, 1000 Avocado Avenue Newport Beach\, California 92660
CLASS:PUBLIC
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