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

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*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.

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