It’s Your Money
It’s Your Money!” provides a clear, unbiased roadmap for navigating your finances during retirement.
Your trust is our priority. Every 90-minute session is designed to be educational, not a sales pitch. Speakers never receive participant contact information.
Your Money, Your Future (Tax Update)
Week 1: An essential introduction to the “business of money” and the power of financial literacy. This session covers fundamental tax principles, recent regulatory updates, and key economic insights to help you navigate a shifting financial landscape.
WEBINAR VIDEO COMING SOON
This webinar will air on Thursday, April 16 at 10 a.m. PT.
In the meantime please enjoy our previous series here:
It’s Your Money ~ Fall 2025 series It’s Your Estate ~ Fall 2025 series
General Workshop Documents
Workshop Documents Per Location
Location-specific workshop documents will be posted here 24–48 hours before the session begins.
Smart Financial Planning I
Week 2: Establish the pillars of a secure retirement. We’ll help you define your current goals, manage cash flow, and ensure your daily spending aligns with your long-term peace of mind.
WEBINAR VIDEO COMING SOON
This webinar will air on Thursday, April 23 at 10 a.m. PT.
In the meantime please enjoy our previous series here:
It’s Your Money ~ Fall 2025 series It’s Your Estate ~ Fall 2025 series
General Workshop Documents
Workshop Documents Per Location
Location-specific workshop documents will be posted here 24–48 hours before the session begins.
Medical Care Planning
Week 3: A candid look at the costs of aging. This session covers Medicare, long-term care options, and health insurance. We provide a frank discussion on navigating the medical industry to ensure you receive the care you deserve.
WEBINAR VIDEO COMING SOON
This webinar will air on Thursday, April 30 at 10 a.m. PT.
In the meantime please enjoy our previous series here:
It’s Your Money ~ Fall 2025 series It’s Your Estate ~ Fall 2025 series
General Workshop Documents
Workshop Documents Per Location
Location-specific workshop documents will be posted here 24–48 hours before the session begins.
Today’s Investment World
Week 4: An objective look at the modern marketplace. This week demystifies how Wall Street works, the role of various financial institutions, and how to identify “hidden” fees that can erode investment returns.
WEBINAR VIDEO COMING SOON
This webinar will air on Thursday, May 7 at 10 a.m. PT.
In the meantime please enjoy our previous series here:
It’s Your Money ~ Fall 2025 series It’s Your Estate ~ Fall 2025 series
General Workshop Documents
Workshop Documents Per Location
Location-specific workshop documents will be posted here 24–48 hours before the session begins.
Equity & Fixed Income Investing
Week 5: A straightforward breakdown of “evidence-based investing.” Learn how equities and fixed income work together to balance growth with safety, and how to ensure your portfolio matches your personal comfort level.
WEBINAR VIDEO COMING SOON
This webinar will air on Thursday, May 14 at 10 a.m. PT.
In the meantime please enjoy our previous series here:
It’s Your Money ~ Fall 2025 series It’s Your Estate ~ Fall 2025 series
General Workshop Documents
Workshop Documents Per Location
Location-specific workshop documents will be posted here 24–48 hours before the session begins.
Smart Financial Planning II
Week 6: Bringing it all together. This capstone session reviews key principles and introduces strategies for tax-efficient planning and “auditing” your own finances to stay on track for years to come.
WEBINAR VIDEO COMING SOON
This webinar will air on Thursday, May 21 at 10 a.m. PT.
In the meantime please enjoy our previous series here:
It’s Your Money ~ Fall 2025 series It’s Your Estate ~ Fall 2025 series
General Workshop Documents
Workshop Documents Per Location
Location-specific workshop documents will be posted here 24–48 hours before the session begins.
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