1. Overview & Tax Changes
Overview & Tax Changes- Video Webinar – Fall 2023
Video Presentation By Peter Kote, Don Vivrette & Delia Fernandez
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.