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



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



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



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



5. Equity & Fixed Income Investing


WEBINAR VIDEO COMING SOON

This webinar will air on Thursday May 23, 2024 at 10am PT

In the meantime please enjoy our previous series here:

It’s Your Money ~ Fall 2023 series                   It’s Your Estate ~ Fall 2023 series



General Workshop Documents




Workshop Documents Per Location



ZOOM VIDEO WEBINAR :


BREA :


IRVINE :


LAGUNA BEACH :


LAGUNA NIGUEL :


ORANGE :



Articles



6. Financial Planning II


WEBINAR VIDEO COMING SOON

This webinar will air on Thursday May30, 2024 at 10am PT

In the meantime please enjoy our previous series here:

It’s Your Money ~ Fall 2023 series                   It’s Your Estate ~ Fall 2023 series



General Workshop Documents




Workshop Documents Per Location



ZOOM VIDEO WEBINAR :


BREA :


IRVINE :


LAGUNA BEACH :


LAGUNA NIGUEL :


ORANGE :



Articles



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