It’s Your Money ~ Fall 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 – Fall 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
VIDEO WEBINAR :
FULLERTON :
HUNTINGTON BEACH :
MISION VIEJO :
NEWPORT BEACH :
Articles
- Choosing a Financial Advisor
- FPA to push for ‘financial planner’ title protection
- Hey SEC, please clarify fiduciary duty so I can enjoy college hoops again!
- How advisers can stop family members from fleecing elderly relatives
- 70 percent of Americans can't answer 3 basic money questions
- Busting Whole Life Policy Myths
- Your worst money habit might not be that bad
2. Financial Planning I
Financial Planning I – Video Webinar – Fall 2022
Video Presentation By Peter Kote, Don Vivrette & Laurie Dubchansky
Workshop Documents
VIDEO WEBINAR :
FULLERTON :
HUNTINGTON BEACH :
MISION VIEJO :
NEWPORT BEACH :
Articles
3. Medical Care Planning
Medical Care Planning – Video Webinar – Fall 2022
Video Presentation By Peter Kote and Don Vivrette
Workshop Documents
VIDEO WEBINAR :
FULLERTON :
HUNTINGTON BEACH :
MISION VIEJO :
NEWPORT BEACH :
Articles
4. Investment World
Investment World – Video Webinar – Fall 2022
Video Presentation By Peter Kote, Don Vivrette, Michael Allbee & Paul Horn
Workshop Documents
VIDEO WEBINAR :
FULLERTON :
HUNTINGTON BEACH :
MISION VIEJO :
NEWPORT BEACH :
Articles
5. Equity & Fixed Income Investing
Equity & Fixed Income Investing – Video Webinar – Fall 2022
Video Presentation By Pete Kote, Don Vivrette, Kurt Beimfohr & John Prichard
Workshop Documents
VIDEO WEBINAR :
FULLERTON :
HUNTINGTON BEACH :
MISION VIEJO :
NEWPORT BEACH :
Articles
6. Financial Planning II
Financial Planning II – Video Webinar – Fall 2022
Video Presentation By Don Vivrette & Laura Tarbox
Workshop Documents
VIDEO WEBINAR :
FULLERTON :
HUNTINGTON BEACH :
MISION VIEJO :
NEWPORT BEACH :
Articles
- What Are the Income Tax Brackets for 2022 vs 2023
- The IRS is increasing the standard deductions for 2023 as inflation intensifies
- IRS provides tax inflation adjustments for tax year 2023
- RMD Change Delayed Until 2023 For Inherited IRAs
- I Bond Hacks For Bypassing $10,000 Limit and Scoring Better Returns
- Procrastinating Americans putting off estate plans
- Year-end tax planning for retirees
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