Financial Workshops


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.

This program made possible by the Newport Beach Public Library Foundation

No reservations needed

Mondays, April 1 through May 20, 2019
10:00am - 11:30am

Speakers will be announced 6 weeks prior to the first workshop.

 April 1, 2019 Introduction and New Tax Law  
April 8, 2019 Basic Estate Planning  
April 15, 2019 Planning for Incapacity  
April 22, 2019 Living Trusts  
April 29, 2019 Charitable Income & Tax Planning Issues  
May 6, 2019 Retirement Account Planning  
May 13, 2019 The Role of a Trustee & Executor  
May 20, 2019 Case Study/Review Peter Kote