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It's Your Money: A Financial Workshop
It’s Your Money: A Financial Workshop | This week’s topic: Equity Investing by John Heldman and moderator Peter Kote. The “It’s Your Money!” sessions cover the business of money; 12 hours of objective education over an 8-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 yourView more
1000 Avocado Avenue, Newport Beach, CA 92660