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Financial Workshops

IT'S YOUR ESTATE

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. Peter will lead these workshops with the assistance of the financial experts below.


4/03/17

Introduction & Quiz

Peter Kote

4/10/17

Estate Planning Basics

Michael Vollmer

4/17/17

Planning for Incapacity
Teresa Gorman
4/24/17

Living Trust

Jim Leese

5/01/17

Charitable Income & Tax Planning Issue
David Moore

5/08/17

IRA & Retirement Plan Distribution
Michael Simon

5/15/17

The Role of a Trustee & Executor
Peter Kote & Susan Merritt

5/22/17

Case Study/Review
Peter Kote & Steve Bemis
 

Details:

  • Newport Beach Public Library
  • 1000 Avocado Ave., Newport Beach
  • Doors open at 9:45am
  • Program 10-11:30am
  • Sessions are free to the public
  • No advanced reservations required
  • Coffee provided
  • Suggested $10 donation

Information: 949.548.2411 or events@nbplfoundation.org