1. Overview & Tax Changes

WEBINAR VIDEO COMING SOON

This webinar will air on Thursday April 25, 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

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.

This entry was posted by Admin on at and is filed under . You can follow any responses to this entry through the RSS 2.0 feed. Both comments and pings are currently closed.

Comments are closed.