This annual eight-week series of workshops provides attendees with education and practical solutions to financial and estate planning issues so that 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.
Peter C. Kote has been moderating these informative sessions for the Newport Beach Public Library Foundation since 2004. Peter is a private fiduciary who does not sell insurance, financial products or living trusts. He will lead these workshops with the assistance of financial experts.
Estate Planning Basics
Information: 949.548.2411 or firstname.lastname@example.org