Skip Ribbon Commands Skip to main content
Sign In Navigate Up
Coast To Coast

Coast To Coast

OCC FOUNDATION TO HOST “IT’S YOUR MONEY” SEMINAR SERIES IN JANUARY
Tuesday, December 17, 2013

 
“It’s Your Money,” a complimentary seminar series, will be hosted by the Orange Coast College Foundation on Tuesdays, January 7, 14 & 21, from 9:30 a.m. to 11:00 a.m. in the OCC Student Center Lounge. Admission is free.

Topics include:

• What is the very first question you should ask your advisor?

• How should you allocate your investment assets to preserve your wealth?

• 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?

• What are the potential conflicts of interest your advisors may have?

• Seminar parking is free in Lot B at Fairview and Arlington.

Attendee names will not be given or sold to the presenter or anyone else, according to Doug Bennett, Executive Director, College Advancement.

If you have questions or would like to RSVP, please call Liz Parker at 714-432-5707 or email her at eparker@occ.cccd.edu.