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Volume 5, Issue 56  |  July 14, 2020


Laura Tarbox to conduct virtual financial workshop

Financial planning is critical to ensure that you can live comfortably with confidence, provide for the people you love, and leave a lasting legacy.

On June 5 – week seven of the eight-part “It’s Your Money” financial series – Laura Tarbox will speak on “Equity Investing.” Laguna Beach Seniors has been sponsoring this popular workshop series annually along with moderator Peter Kote, the founder of Financial and Estate Literacy, a 501(c)(3) whose mission is to help individuals with their financial, estate and charitable decisions.

Laura Tarbox to conduct

Click on photo for a larger image

Courtesy of Laura Tarbox

Laura Tarbox

Tarbox is one of the pioneers of the financial planning profession. Her company, Tarbox Family Office in Newport Beach, is recognized as one of the top wealth management firms in the country. Tarbox, a UCLA graduate, founded her wealth advisory firm in 1985 and provides fee-only financial planning (including estate and tax planning, charitable giving and retirement optimization) and investment management.

She will talk about how to navigate the current market environment and how to develop a healthy, long-term investment philosophy. These sessions are part of a series on financial planning, with the focus on financial planning amid uncertainty. 

In order to participate, contact Christine Brewer at This email address is being protected from spambots. You need JavaScript enabled to view it. and be sure to include your name, address, email address and phone number. This award-winning series is free to all participants.

For questions about the workshop series, email This email address is being protected from spambots. You need JavaScript enabled to view it..

Visit www.itsyourmoneyandestate.org for more information.

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