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Charitable Giving - Eyes on the Wrong Metrics
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Philanthropy will beat paying taxes every time.
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Border Wars - Helping Clients Set Financial (And Emotional) Boundaries To Avoid Enabling Dependent Family Members
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Well-structured emotional boundaries include limits, consequences, and consistent enforcement.
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Outline - IYM Week 5 - Medical CAre Planning Caregiver and Insurance - 2020 - Lee-Anne Godfrey
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“Medical CAre Planning” by Lee-Anne Godfrey
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Outline - IYM Week 4 - 2020 - Gina Chironis,CPA/PFS
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“A Financial Planning Workshop” Part-2 by Gina Chironis,CPA/PFS
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Outline - IYM Week 3 - 2020 - Gina Chironis,CPA/PFS
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“A Financial Planning Workshop” by Gina Chironis,CPA/PFS
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Outline - IYM Week 2 - The Financial Sales Game
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The Financial Sales Game – Presentation by Peter Kote & Don Vivrette
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Outline - IYM Week 2 - Annuities and Mutual Funds
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Annuities and Mutual Funds – Presentation by Peter Kote & Don Vivrette
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Outline - IYM Week 1 - Introduction with Ask Form
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Week 1 Introduction by Peter Kote & Don Vivrette
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Decision-making Thinking About Thinking
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Michael Lewis dissects the enduring friendship between Daniel Kahneman and Amos Tversky
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It’s Your Money “Virtual” Financial Series Press Release April 2020
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Press Release – Nadia Babayi, Executive Director – Laguna Beach Seniors
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