It's Your Money: Equity Investing
This annual eight-week series of workshops provides attendees with education and practical solutions to financial and estate planning issues, so they can be in charge of their estates during their lifetimes and beyond.
These free workshops are presented as a community service—for education only.  Nothing will be sold, and professional advisors will not be given attendees’ contact information.
Series moderator is Peter Kote, award-winning founder of Professional Fiduciary Services, which provides trustee, executor services and charitable counseling for individuals and organizations.  He will lead these workshops with the assistance of other financial experts.
Mondays 10:00am - 11:30am. Everyone welcome.  Free to public. Suggested donation: $15.
Presented by the NBPL Foundation
Workshop Schedule
    
        
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             9-10-2018 
            9-17-2018 
            9-24-2018 
            10-1-2018 
            10-8-2018 
            10-15-2018 
            10-22-2018 
            10-29-2018 
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             Introduction and New Tax Law 
            Sales Game; An Insider Tale 
            Financial Planning l 
            Financial Planning ll 
            Medical Care Planning 
            Equity Investing 
            Fixed Income Investing 
            The Big Take Away & Contest 
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             Peter Kote/Mark Prendergast/Mark Rutter 
            Wes Long 
            Laura Tarbox 
            Laura Tarbox 
            Peter Kote/Lee-Anne Godfrey 
            Mark Hebner 
            Scott Anderson/Julianna Bray 
            Neal Rutter/Patrick Stark/Mark Rylance/John Prichard 
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