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It's Your Money

Equity Investing

Equity Investing, presented by John Heldman

This annual series of workshops, presented by the NBPL Foundation, provides attendees with education and practical solutions to financial and estate planning issues, so they can be in charge of their estates during their lifetimes and beyond. Moderated by Peter Kote.

  • September 16: Introduction and New Tax Law
  • September 23: The Financial Sales Game
  • September 30: Financial Planning I
  • October 7: Financial Planning II
  • October 14: Medical Care Planning
  • October 21: Equity Investing
  • October 28: Fixed Income Investing
  • November 4: 12 Step Recovery for Investors

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. For more information: nbplfoundation.org

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