Newport Beach Public Library Foundation is going virtual with the “It’s Your Money" Financial Workshops. These weekly workshops take place over an 8-week period via ZOOM. The instructors are local FEE ONLY financial advisors who all act in a fiduciary capacity with their clients. None of the speakers are licensed to sell any financial products. These programs are updated regularly to stay current with tax law, codes, and trends.
IT’S YOUR MONEY
To Register for this course click HERE
Tuesdays at 1:30 p.m.
| September 22 |
Introduction: Money Test and Tax Update |
| September 29 |
Annuities & Mutual Funds |
| October 6 |
Financial Planning I: Goals & Your Assets |
| October 13 |
Financial Planning II: Investing Your Money |
| October 20 |
Medical Care Planning: Caregiver & Insurance |
| October 27 |
Equity Investing: How to Use Stock |
| November 3 |
Fixed Income Investing: How to Use Bonds |
| November 10 |
It’s Your Money and Your Mind |
Course Materials
Weekly handouts will be available for download at http://materials.itsyourmoneyandestate.org/
Reservation Confirmation
Your confirmation email will include an invitation to special orientation session about using ZOOM on September 22 and 23 at 10:30am.
