SPRING 2022 It’s Your Money Virtual Seminar Financial Literacy Series

by | Apr 4, 2022 | Wealth Management

The “It’s Your Money!” financial literacy workshop series is back. Sign up for free to attend the virtual Zoom sessions covering the business of the financial service industry. BFSG is a proud supporter of the It’s Your Money and Estate series. Peter Kote and the team put together another great line-up of speakers.

Register here: https://us02web.zoom.us/webinar/register/WN_pa2s2pBhRjKJlqIfLG-BDA

4/07: Overview & Tax Changes with Delia Fernandez

4/14: Financial Planning I with Laurie Dubchansky

4/21: Medical Care Planning with Kari Buist-Baker

4/28: Investment World with Paul Horn and Michael Allbee

5/05: Equity & Fixed Income Investing with Mark Wilson

5/12: Financial Planning II with Laura Tarbox

Latest From The Blog


Our Services

Investment Management

Tailor portfolios to your needs and goals.

Retirement Planning

Investing and saving wisely is vital to success in retirement.

Financial Planning

Navigating the complexities of your financial affairs can be simplified.

Tax Management

Help to increase the amount you “take home”.

Estate Planning

Protect your loved ones and make sure your legacy endures.

Executive Compensation Analysis

Simplify the many options and decision points of executive compensation plans.

Education Planning

Confidently plan for your children’s future.

Charitable Giving

Give in a tax-smart, simple way.

*Please Note: Limitations.  The scope of services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. BFSG does not serve as an attorney, accountant, or insurance agent.  BFSG does not prepare legal documents or tax returns, nor does it sell insurance products.  Please Also Note: Different types of investments involve varying degrees of risk.  Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by BFSG) or any financial planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful.

Sign Up For Our Newsletters

(They're great, we promise)

Connect With Us

Financial Services Group BBB Business Review