FINANCE 102

A series of 3 programs will be presented in September 2021. Program details coming soon!

 

 


Watch the Finance 101 programs:

Finance 101: Social Security and Medicare: Get What’s Yours
Presenter: Ian B. Wetherell, Senior Director, Principal Global Investors
Thursday, April 22, 2021
7:00 – 8:30pm

WATCH THE VIDEO HERE


Finance 101: Medi-Cal Eligibility Rules & Special Needs Planning Basics
Presenter: Kirsten Howe, Absolute Trust Counsel
Thursday, April 8, 2021
7:00 – 8:30pm

WATCH THE VIDEO HERE


Finance 101: U.S. 2021 Economic Outlook: Into the Stimulus Slingshot
Presenter: George Noceti, Senior Wealth Advisor, Morgan Stanley
Thursday, March 11, 2021
7:00 – 8:30pm

WATCH THE VIDEO HERE


Finance 101: Why Should I Own Life Insurance
Presenters: JP McDermott & Jane Vidal, Financial Planners, MML Investors Services, LLC
Thursday, March 25, 2021
7:00 – 8:30pm

WATCH THE VIDEO HERE 


 

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