Newport Beach Public Library Foundation (NBPLF) invites you to our Fall 2020 virtual financial education 8-week series with the “It’s Your Money and Estate” organization via Zoom.
Instructors present informative sessions covering solutions to financial and estate planning. The instructors are local FEE ONLY financial advisors who all act in a fiduciary capacity with their clients. None of the speakers are licensed to sell any financial products. You will learn how they charge and the steps you need to take on your financial and estate plan with or without a professional.
These programs are updated regularly to stay current with tax law, codes, and trends.
A personal ZOOM link with light reading about the featured artist will be sent so you will be able to jump right into the talk of the day!
2020/09/22 - 2020/11/10
Online/Virtual Space