Workshops
It’s Your Money ~ Spring 2024
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 2024
Video Presentation By Peter Kote, Eugene Kim & Marty McNamara
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 :
BREA :
IRVINE :
LAGUNA BEACH :
LAGUNA NIGUEL :
ORANGE :
Articles
- 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 2024
Video Presentation By Peter Kote, Eugene Kim & Danielle Bronner
General Workshop Documents
Workshop Documents Per Location
ZOOM VIDEO WEBINAR :
BREA :
IRVINE :
LAGUNA BEACH :
LAGUNA NIGUEL :
ORANGE :
Articles
- 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)
- Lifelong anxiety about money
- National Association Of Fee Only Advisors Questionare 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
3. Medical Care Planning
Medical Care Planning – Video Webinar – Spring 2024
Due to technical reasons, the spring 2024 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 :
BREA :
IRVINE :
LAGUNA BEACH :
LAGUNA NIGUEL :
ORANGE :
Articles
- Insurers Reap Hidden Fees by Slashing Payments. You May Get the Bill
- Medicare Enrollment Guide - 2024 Edition
- 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 2024
Video Presentation By Peter Kote, Fouad Hajji & Mark Hebner
General Workshop Documents
Workshop Documents Per Location
ZOOM VIDEO WEBINAR :
BREA :
IRVINE :
LAGUNA BEACH :
LAGUNA NIGUEL :
ORANGE :
Articles
- 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 2024
Video Presentation By Peter Kote, Eugene Kim & Mark Wilson
General Workshop Documents
Workshop Documents Per Location
ZOOM VIDEO WEBINAR :
BREA :
IRVINE :
LAGUNA BEACH :
LAGUNA NIGUEL :
ORANGE :
Articles
- These Are Barron’s Best Fund Families
- Index Fund - A Review of Books by Hebner, Bogle & Malkiel
- Why bonds are the best since the financial crisis
- How to Add 170 Basis Points to Investor Returns
- FDIC Changes Insurance Coverage of Trust Bank Accounts
- Dimensional Fund Advisors ETFs
- 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
- Retail Investors and ‘Noise’ Trading
- Now is the time to purchase US Series I savings bonds before rates reset, experts say.
- Banks Are Offering 4.5% CDs—Just Not to Regular Customers
- Misconceptions About Individual Bonds vs. Bond Funds
- Five myths about apartment renting
- Active vs. Passive Investing - What's the Difference
6. Financial Planning II
Financial Planning II – Video Webinar – Spring 2024
Video Presentation By Peter Kote, Eugene Kim & Delia Fernandez
General Workshop Documents
Workshop Documents Per Location
ZOOM VIDEO WEBINAR :
BREA :
IRVINE :
LAGUNA BEACH :
LAGUNA NIGUEL :
ORANGE :
Articles
- A road map for selling concentrated stock positions
- How to Retire Better From Retirees Who Learned the Hard Way
- How To Create Weath
- 15 Classic Books on Investing and the Markets
- Retail Investor Survey - Index strategies - 2023 Russell Summary
- Retail Investor Survey 32-2023 FFTSE Russell
- Dalbar QAIB 2023 - Investors are Still Their Own Worst Enemies
- What Are the Income Tax Brackets for 2022 vs 2023
- How Financial News Gets It Wrong
- 10 top scams targeting seniors
- Parents tap retirement savings to support adult children
- The IRS is increasing the standard deductions for 2023 as inflation intensifies
- Too Many Fund Investors Settle for Less
- SEC Limits 'Fiduciary' in Form CRS, Think Tank Argues
- Year-end tax planning for retirees
- Why Investment Performance Is A Distraction
- What's the greatest value an adviser offers?
- What Income Level Is Considered Middle Class
- This is when to cut off your adult kids financially
- SEC to assess when ‘psychological nudges’ become recommendations
- Priceless Quotes From Warren Buffett
- No More Drama - How To Talk To Your Family About Money
- Keep It Simple, Says Yale’s Top Investor
- Financial Advice From Your Friends
- Brokers Slammed In PBS Documentary
- 10 Biggest Regrets Couples Have About Money
- 7 ways your brain makes you a terrible investor
- 5 Bad Money Decisions
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