Workshops
It’s Your Money ~ Spring 2025
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 2025
Video Presentation By Peter Kote, Eugene Kim & Laura Tarbox
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
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Articles
- Vanguard to pay more than $100M over target-date fund violations
- How rich are you ?
- This is what your net worth should be at 62
- How one man lost $740,000 to scammers targeting his retirement savings
- Buying or selling a home - the rules have changed
- A money guru bet big on a very long life
- America's 'Great Wealth Transfer' is underway. How will it impact the country
- Scammers are getting away with it
- 4 mistakes couples make when discussing money
- Taxes 2023 - Here are the biggest tax changes this year
- SECURE 2.0 Act changes 401(k), IRA, Roth, other retirement plan rules
- The fraud that goes unnoticed
- Turns out money can buy you happiness - a new study says
- Wells Fargo Advisors keeps focus on simpler pay plan for advisers in 2023
- What’s new for Social Security and Medicare this year
- Why you should talk money on your very first date
- Hello, I must be going
- How much do I need to make to be in the top 1%, 5%, and 10% in the US
- Hundreds of pages of regulations amount to nothing until they're enforced
- People are revealing how money caused shocking drama in their family
- FPA to push for ‘financial planner’ title protection
- IRS provides tax inflation adjustments for tax year 2023
- Living Legends
- Poll - 15 classic books on investing and the markets
2. Financial Planning I
Financial Planning I- Video Webinar – Spring 2025
Video Presentation By Peter Kote, Eugene Kim & Thomas Anderson
General Workshop Documents
Workshop Documents Per Location
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Articles
- What fees and services are state RIAs offering
- Is it better to rent or buy - a financial calculator
- New retirement rule — who to choose for professional advisor
- Budgeting 101 - how to start a budget and stick to it
- Five tips for living frugally yet prudently
- What is the 50-30-20 budgeting rule
- Most Americans don’t know how long an average retirement lasts
- 17 things that are absolutely worth the money in the long run
- Banks and Broker Dealers - FDIC or SIPC
- Economist -‘Retirement for most people is financial suicide’
- Helping clients to stop thinking about it (contemplation) and start planning it (preparation)
- Choosing a financial advisor
- Retirees aren’t spending enough of their nest eggs. Here’s why
- Lifelong anxiety about money
- National Association of Fee Only Advisors questionnaire to use for choosing a new advisor
- Are you spending too little in retirement
- Why, how and when you should figure out your net worth
- The myth of good debt
3. Medical Care Planning
Medical Care Planning – Video Webinar – Spring 2025
Video Presentation By Peter Kote, Eugene Kim & Lee-Anne Godfrey
General Workshop Documents
Workshop Documents Per Location
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- Meeting the Unsung Nursing Home Hero
- Medicare - What is it
- Memory loss isn’t the only sign of dementia
- Medicare enrollment guide - 2024 edition
- Long term care concerns
- What people working in end-of-life care have learned
- Three phases of family caregiving
- In California, long-term care takes long-term planning
- Jimmy Carter's long stay in hospice dispels myths about end-of-life care
- When it’s time for an aging driver to hit the brakes
- Insurers reap hidden fees by slashing payments. You may get the bill
- A hospice nurse on embracing the grace of dying
- Many Americans relying on insurance they haven’t bought to pay for old-age care
- As a doctor i know being ready to die is an illusion
- 3 steps to age exuberantly
- What happens when you die
- Senior housing that seniors actually like
- I was my mom’s caregiver when she was terminal. Here's what i didn't know about dying
- How to involve teens in basic family caregiving
- How people with dementia make sense of the world
- How caregiving costs women their retirement security
- Can you trust doctors to honor your end-of-life wishes ?
- What happens to your email account after you die
- The differences between hospice and palliative care
- Knowing how doctors die can change end of life discussions
- Failure to improve is still being used wrongly to deny Medicare coverage
4. Investment World
Investment World – Video Webinar – Spring 2025
Video Presentation By Peter Kote & Michael Allbee
General Workshop Documents
Workshop Documents Per Location
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Articles
- Faith-based advisor and minister defrauds clients in Tennessee, SEC charges
- Fake South Florida advisors target Venezuelan-Americans in scheme
- Morgan Stanley to pay $2M fine over First Republic stock sales
- Ron Carson - from salesman to shaman
- SEC hammers nine firms with $1.24m in penalties
- SEC penalizes Brighton Securities over fee disclosures, conflicts
- Voya to buy $60B retirement plan business from OneAmerica
- Three questions to ask before outsourcing investment management to a TAMP
- Brothers charged by SEC for involvement in alleged $60M Ponzi scheme
- Ex-Wells advisors' suit describes pressure to 'cross-sell' bank products
- Annuity sales leaderboard changes as more sales go indie
- Wells Fargo Advisors highlights bump in compensation for $1M producers
- Citi offers to pay partial bonuses to encourage departures
- Merrill compensation changes ‘very advisor friendly'
- Advisors debate - ETFs, mutual funds or both ?
- IRS warns of schemes aimed at wealthy taxpayers
- People confess their most expensive money mistakes
- Variable annuity replacements in FINRA's crosshairs
- 2022 saw an annuity explosion: Limra
- FINRA Information & Broker - Check
- Finra spanks Morgan Stanley over sales of high-risk stocks
- We went to a steak dinner annuity pitch the salesman wasn't pleased
- What commissions do financial advisors earn?
- Taking out a reverse mortgage ruined my life
- Even math teachers are at a loss to understand annuities
- Foundation for new era philanthropy
5. Equity & Fixed Income Investing
Equity & Fixed Income Investing – Video Webinar – Spring 2025
Video Presentation By Peter Kote & Mark Hebner
General Workshop Documents
Workshop Documents Per Location
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- Warren Buffett easily beat hedge funds in a 10-year bet with a simple strategy
- Equities or Bonds - Where do investors see the best returns through to year-end
- What's in my model portfolio
- How new real estate rules affects buyers and sellers
- These are Barron’s best fund families
- Index Fund - A review of books by Hebner, Bogle & Malkiel
- How to add 170 basis points to investor returns
- Why bonds are the best since the financial crisis
- FDIC changes insurance coverage of trust bank accounts
- Advisors stepping up to bond ladders as Fed pushes rates up another quarter point
- Wall Street pundits & prognosticators - How did they do in 2022
- Time the market at your peril
- Now is the time to purchase US Series I savings bonds before rates reset, experts say.
- Retail investors and ‘noise’ trading
- Banks are offering 4.5% CDs—just not to regular customers
- Five myths about apartment renting
- Active vs. Passive investing - What's the difference
- Dimensional fund advisors ETFs
- Misconceptions about Individual bonds vs. Bond funds
6. Financial Planning II
Financial Planning II – Video Webinar – Spring 2025
Video Presentation By Peter Kote & Delia Fernandez
General Workshop Documents
Workshop Documents Per Location
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Articles
- Love and Money - Why sharing accounts is good for your relationship
- You’re retired - What’s the best way to withdraw your savings
- Keep your money safe - for life
- The age of scams
- Young adults are getting cold feet about their highly anticipated $84 trillion wealth transfer
- How to retire better from retirees who learned the hard way
- A road map for selling concentrated stock positions
- Most Americans have a financial regret but what’s most prevalent
- How to create wealth
- Parents tap retirement savings to support adult children
- Dalbar QAIB 2023 - Investors are still their own worst enemies
- Retail Investor Survey - Index strategies - 2023 Russell Summary
- Retail investor survey 32-2023 FFTSE Russell
- 7 ways your brain makes you a terrible investor
- Priceless quotes from Warren Buffett
- No more drama - How to talk to your family about money
- Financial advice from your friends
- The IRS is increasing the standard deductions for 2023 as inflation intensifies
- Year-end tax planning for retirees
- Too many fund investors settle for less
- SEC limits 'fiduciary' in form CRS, think tank argues
- SEC to assess when ‘psychological nudges’ become recommendations
- What income level is considered middle class
- What are the income tax brackets for 2022 vs 2023
- 15 classic books on investing and the markets
- This is when to cut off your adult kids financially
- 10 top scams targeting seniors
- 10 biggest regrets couples have about money
- What's the greatest value an adviser offers?
- Why investment performance is a distraction
- How financial news gets it wrong
- Brokers slammed in PBS documentary
- Keep it simple, says Yale’s top investor
- 5 bad money decisions
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