BEGIN:VCALENDAR VERSION:2.0 PRODID:Newport Beach Library Calendar Creator METHOD:PUBLISH BEGIN:VEVENT DTSTAMP:20220819T125922 DTSTART:20221010T100000 DTEND:20221010T113000 SUMMARY:Financial Workshop - It's Your Money DESCRIPTION:
The “It’s Your Money!” sessions cover the business of money; 9 hours of objective education over a 6-week period. Our instructors are local FEE ONLY financial advisors who all act in a fiduciary capacity with their clients. None of our speakers are licensed to sell any financial products. You will learn how they charge and the steps you need to take on your financial plan with or without a professional.
Mondays at 10 a.m.
September 19 | Overview and Tax Changes |
September 26 | Financial Planning I |
October 3 | Medical Care Planning |
October 10 | Investment Planning |
October 17 | Equity and Fixed Income Investing |
October 24 | Financial Planning II |
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The “It’s Your Money!” sessions cover the business of money; 9 hours of objective education over a 6-week period. Our instructors are local FEE ONLY financial advisors who all act in a fiduciary capacity with their clients. None of our speakers are licensed to sell any financial products. You will learn how they charge and the steps you need to take on your financial plan with or without a professional.
Mondays at 10 a.m.
September 19 | Overview and Tax Changes |
September 26 | Financial Planning I |
October 3 | Medical Care Planning |
October 10 | Investment Planning |
October 17 | Equity and Fixed Income Investing |
October 24 | Financial Planning II |
LOCATION:Newport Beach Central Library\, Friends Meeting Room\, 1000 Avocado Avenue Newport Beach\, California 92660 CLASS:PUBLIC END:VEVENT END:VCALENDAR