1. Overview & Tax Changes

WEBINAR VIDEO COMING SOON

This webinar will air on Thusday September29, 2022 at 10am PST

Click Here To Register
 

In the meantime please enjoy our previous series here:

It’s Your Money ~ Spring 2022 series            It’s Your Estate ~ Spring 2022 series


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.



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