Workshops

It’s Your Money ~ Fall 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


WEBINAR VIDEO COMING SOON

This webinar will air on Thusday September29, 2022 at 10am PST

Click Here To Register
 

In the meantime please enjoy our previous series here:

It’s Your Money ~ Spring 2022 series            It’s Your Estate ~ Spring 2022 series


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



2. Financial Planning I


WEBINAR VIDEO COMING SOON

This webinar will air on Thusday October 6, 2022 at 10am PST

Click Here To Register
 

In the meantime please enjoy our previous series here:

It’s Your Money ~ Spring 2022 series            It’s Your Estate ~ Spring 2022 series


Workshop Documents



VIDEO WEBINAR :


FULLERTON :


HUNTINGTON BEACH :


MISION VIEJO :


NEWPORT BEACH :



Articles



3. Medical Care Planning


WEBINAR VIDEO COMING SOON

This webinar will air on Thusday October 13, 2022 at 10am PST

Click Here To Register
 

In the meantime please enjoy our previous series here:

It’s Your Money ~ Spring 2022 series            It’s Your Estate ~ Spring 2022 series


Workshop Documents



VIDEO WEBINAR :


FULLERTON :


HUNTINGTON BEACH :


MISION VIEJO :


NEWPORT BEACH :



Articles



4. Investment World


WEBINAR VIDEO COMING SOON

This webinar will air on Thusday October 20, 2022 at 10am PST

Click Here To Register
 

In the meantime please enjoy our previous series here:

It’s Your Money ~ Spring 2022 series            It’s Your Estate ~ Spring 2022 series


Workshop Documents



VIDEO WEBINAR :


FULLERTON :


HUNTINGTON BEACH :


MISION VIEJO :


NEWPORT BEACH :



Articles



5. Equity & Fixed Income Investing


WEBINAR VIDEO COMING SOON

This webinar will air on Thusday October 27, 2022 at 10am PST

Click Here To Register
 

In the meantime please enjoy our previous series here:

It’s Your Money ~ Spring 2022 series            It’s Your Estate ~ Spring 2022 series


Workshop Documents



VIDEO WEBINAR :


FULLERTON :


HUNTINGTON BEACH :


MISION VIEJO :


NEWPORT BEACH :



Articles



6. Financial Planning II


WEBINAR VIDEO COMING SOON

This webinar will air on Thusday November 3, 2022 at 10am PST

Click Here To Register
 

In the meantime please enjoy our previous series here:

It’s Your Money ~ Spring 2022 series            It’s Your Estate ~ Spring 2022 series


Workshop Documents



VIDEO WEBINAR :


FULLERTON :


HUNTINGTON BEACH :


MISION VIEJO :


NEWPORT BEACH :



Articles



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