Financial Workshops


Eight Mondays, April 2 - May 21, 2018

10:00 – 11:30am
Central Library Friends Room

This annual eight-week series of workshops provides attendees with education and practical solutions to financial and estate planning issues, so they can be in charge of their estates during their lifetimes and beyond.

These free workshops are presented as a community service—for education only.  Nothing will be sold, and professional advisors will not be given attendees’ contact information.

Series moderator is Peter Kote, award-winning founder of Professional Fiduciary Services, which provides trustee, executor services and charitable counseling for individuals and organizations.  He will lead these workshops with the assistance of other financial experts.

Doors open at 9:45am; no reserved seating
FREE.  Suggested donation:  $10 at the door
Attendance at all sessions is NOT required

Topics & Speakers

 4/2 Introduction & Quiz  Peter Kote & Mark Prendergast
 4/9 Estate Planning Basics  Rod Stern
 4/16 Planning for Incapacity  Susan Katzen
4/23 Living Trusts James Leese
4/30 Charitable Income & Tax Planning Issues Doug Corbin & Denise Ogawa
5/7 IRA & Retirement Plan Distributions Michael Simon
5/14 The Role of a Trustee & Executor Peter Kote
5/21 Case Study & Review Peter Kote & Steve Bemis