A variety of
NO FINANCIAL
PRODUCTS WILL BE SOLD, NO PROFESSIONAL WILL RECEIVE YOUR MAILING ADDRESS OR
PHONE NUMBER AND NO CHARITY WILL SOLICIT A DONATION.
giving YOU the knowledge to be
in control of your money
· What is the very first question you should ask your
advisor?
· Is there such a vehicle, a safe
fixed income investment?
· What is the difference
between an annuity, variable annuity and a mutual fund, including fees,
commissions and expenses?
· What factors should
you (not your insurance agent) consider with long-term care insurance?
· Is there a difference
between an asset manager, financial planner, stockbroker, banker and insurance
agent?
· Participate in a STOCK
MARKET CONTEST
· Potential “conflicts of
interest” your advisors may have
Peter C.
Kote will moderate these workshops
with the assistance of other financial and estate planning experts. He is the founder of Professional Fiduciary
Services that provides trustee and executor services for individuals as well as
charitable counseling for individuals and organizations. Peter does not sell insurance or investment
products, only his services. The goal is
to give the attendees tools to preserve their wealth, save estate, gift and
income tax dollars and learn how to find competent professionals.
For locations please go to home page
and click on
LOCATION & DATES