Workshops

It’s Your Money ~ Fall 2023


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 2023

 

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.


General Workshop Documents




Workshop Documents Per Location



ZOOM VIDEO WEBINAR :


FULLERTON :


HUNTINGTON BEACH :


MISION VIEJO :


NEWPORT BEACH :



Articles



2. Financial Planning I


Financial Planning I – Video Webinar – Fall 2023

 

Video Presentation By Peter Kote, Don Vivrette & Marty McNamara



General Workshop Documents




Workshop Documents Per Location



ZOOM VIDEO WEBINAR :


FULLERTON :


HUNTINGTON BEACH :


MISION VIEJO :


NEWPORT BEACH :



Articles



3. Medical Care Planning


Medical Care Planning – Video Webinar – Spring 2023

 
Due to technical reasons, the FALL 2023 video webinar is not available. Our apologies for the inconvenience. Please enjoy the SPRING 2023 video webinar instead.
 
Video Presentation By Peter Kote, Don Vivrette & Michael Demoratz



General Workshop Documents




Workshop Documents Per Location



ZOOM VIDEO WEBINAR :


FULLERTON :


HUNTINGTON BEACH :


MISION VIEJO :


NEWPORT BEACH :



Articles



4. Investment World


Investment World – Video Webinar – Fall 2023

 

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



General Workshop Documents




Workshop Documents Per Location



ZOOM VIDEO WEBINAR :


FULLERTON :


HUNTINGTON BEACH :


MISION VIEJO :


NEWPORT BEACH :



Articles



5. Equity & Fixed Income Investing


Equity & Fixed Income Investing – Video Webinar – Fall 2023

 

Video Presentation By Peter Kote, Don Vivrette & Kurt Beimfohr



General Workshop Documents




Workshop Documents Per Location



ZOOM VIDEO WEBINAR :


FULLERTON :


HUNTINGTON BEACH :


MISION VIEJO :


NEWPORT BEACH :



Articles



6. Financial Planning II


Financial Planning II – Video Webinar – Fall 2023

 

Video Presentation By Peter Kote, Don Vivrette & Kevin Henss



General Workshop Documents




Workshop Documents Per Location



ZOOM VIDEO WEBINAR :


FULLERTON :


HUNTINGTON BEACH :


MISION VIEJO :


NEWPORT BEACH :



Articles



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