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|