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Financial Workshops

IT'S YOUR MONEY


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

9-10-2018

9-17-2018

9-24-2018

10-1-2018

10-8-2018

10-15-2018

10-22-2018

10-29-2018

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

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