It’s Your Money ~ Spring 2022
The “It’s Your Money!” sessions cover the business of money; 9 hours of objective education over an 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 own or with a financial professional. We take the “secret sauce” out of investing. Click HERE to find your Workshop Community.
1. Overview & Tax Changes
Overview & Tax Changes- Video Webinar – Spring 2022
Video Presentation By Peter Kote, Don Vivrette & Delia Fernandez
This will be our first session out of six for you become more familiar with money and those that want your money. We will go through some of the regulations (very complicated) that hconsumers and professionals. We will explain how to interview a financial advisor through their “ASK FIRST” form and have you understand the difference between a license and credential. We will explain how advisors are paid and what it means to be a fiduciary. Be sure to check out the workbook and let us what you your thoughts. It is our attempt to have you more involved in the workshop series.
Workshop Documents
Articles
Choosing a Financial Advisor
80% of older workers financially illiterate - Survey
Defining Fee-Only And Proper Use Of Compensation Labels Under CFP Board’s New Standards Of Conduct
Living Legends Article
Lottery winners who spent all their millions
The worst money mistakes a person can make
Toward a definition of financial wellness
Busting Whole Life Policy Myths
How Much Can a Retired Person Earn Without Paying Taxes
Poll - 15 Classic Books on Investing and the Markets
Toward a definition of financial wellness
2. Financial Planning I
Financial Planning I – Video Webinar – Spring 2022
Video Presentation By Peter Kote, Don Vivrette & Laurie Dubchansky
Workshop Documents
Articles
3. Medical Care Planning
Medical Care Planning – Video Webinar – Spring 2022
Video Presentation By Peter Kote, Don Vivrette & Michael Demoratz
Workshop Documents
Articles
AHCD - Health Care Agent seven-selection-factors Caring House
Alzheimer's Inc - When a Hypothesis Becomes Too Big to Fail
Failure to Improve Is Still Being Used Wrongly to Deny Medicare Coverage
Few are prepared for long term care costs
Getting Old Is a Crisis More and More Americans Cant Afford
Hospice Checklist for Families Caring House
Long Term Care Cost-Plan During Panademic
Long-Term Care clients squeezed by rate hikes
Tallying the Cost of Growing Older 10-2021
Tough Decisions About End-of-Life Care
4. Investment World
Investment World – Video Webinar – Spring 2022
Video Presentation By Peter Kote, Don Vivrette & Michael Allbee & Paul Horn
Workshop Documents
Articles
‘Guaranteed income’ preferred over ‘annuities’
Annuity sales surge 39% in second quarter 2021
Fidelity Funds - A Deeper Look at the Performance
FINRA Information & Broker - Check
Morgan Stanley hit with $5 million penalty for misleading clients in wrap account program
How to Buy an Index Fund
License Discussion
Merrill Lynch to launch new adviser training course, ends cold-calling
State insurance commissioners poised to approve annuity sales best interest rule
Why XYPN Is Petitioning The SEC To Implement Title Reform Under Section 208
5. Equity & Fixed Income Investing
Equity & Fixed Income Investing – Video Webinar – Spring 2022
Video Presentation By Peter Kote, Don Vivrette & Mark Wilson
Workshop Documents
Articles
6. Financial Planning II
Financial Planning II – Video Webinar – Spring 2022
Video Presentation By Peter Kote, Don Vivrette & Laura Tarbox
Workshop Documents
Articles
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