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It's Your Money
- Date: 10/21/2019 10:00 am - 11:30 am
- Location: Friends Meeting Room
1000 Avocado Avenue
Newport Beach, California 92660
Equity Investing, presented by John Heldman
This annual series of workshops, presented by the NBPL Foundation, 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. Moderated by Peter Kote.
- September 16: Introduction and New Tax Law
- September 23: The Financial Sales Game
- September 30: Financial Planning I
- October 7: Financial Planning II
- October 14: Medical Care Planning
- October 21: Equity Investing
- October 28: Fixed Income Investing
- November 4: 12 Step Recovery for Investors