Financial Workshops


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.

Series moderator Peter Kote was the recipient of the Heart of Financial Planning Award in 2008 by the Financial Planning Association®, the principal professional organization for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, educators, financial services providers and students.

Mondays @ 10:00 - 11:30am
September 11 to October 30

9-11-17 Intro & Quiz Peter Kote
9-18-17 Annuities & Mutual Funds Peter Kote & Neal Rutter
9-25-17 Financial Planning I - About this Workshop Laura Tarbox
10-02-17 Financial Planning Il Laura Tarbox
10-09-17 Long Term Care Kari Buist-Baker
10-16-17 Equity Investing Mark Hebner
10-23-17 Fixed Income Investing Kurt Beimfohr
10-30-17 The Big Take Away & Contest Patrick Stark & John Prichard


Special Lecture presented by Mark Hebner of Index Fund Advisors
"An Evidence-Based Approach to Investing"
Monday, November 6, 2017
(again, no products or services will be sold)

Newport Beach Central Library
1000 Avocado Avenue, Newport Beach

No reservations required.  or 949.548.2411