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 10:00-11:30 a.m. September 11th- October 30th

9-11-17 Intro & Quiz
9-18-17 Annuities & Mutual Funds
9-25-17 Financial Planning I
10-02-17 Financial Planning Il
10-09-17 Long Term Care
10-16-17 Equity Investing
10-23-17 Fixed Income Investing
10-30-17 The Big Take Away & Contest







Special Lecture presented by Index Fund Advisors
"An Evidence-Based Approach to Investing"
(again, no products or services will be sold)

11-6-17 @ 6:30-8:30pm

Location:  Central Library Friends Meeting Room 1000 Avocado Avenue, Newport Beach
No reservations required
Information:  949.548.2411