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It's Your Money: Fixed Income Investing

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.

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. 

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