Workshops

It’s Your Money ~ Spring 2022


The “It’s Your Money!” sessions cover the business of money; 12 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.


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2. Financial Planning I


Financial Planning I – Video Webinar – Spring 2022

 
Video Presentation By Peter Kote, Don Vivrette & Laurie Dubchansky



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3. Medical Care Planning


Medical Care Planning – Video Webinar – Spring 2022

 
Video Presentation By Peter Kote, Don Vivrette & Michael Demoratz



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4. Investment World


Investment World – Video Webinar – Spring 2022

 
Video Presentation By Peter Kote, Don Vivrette & Michael Allbee & Paul Horn



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5. Equity & Fixed Income Investing


Equity & Fixed Income Investing – Video Webinar – Spring 2022

 
Video Presentation By Peter Kote, Don Vivrette & Mark Wilson


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6. Financial Planning II


Financial Planning II – Video Webinar – Spring 2022

 
Video Presentation By Peter Kote, Don Vivrette & Laura Tarbox


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