Newport Beach Public Library Foundation
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financial workshops

Financial literacy is critical in today’s world. How does one live well now, provide for loved ones and leave a legacy? For more than seven years, the Library Foundation has offered the It’s Your Money and It’s Your Estate workshops to provide a safe space to receive invaluable information about all aspects of estate planning.

Peter C. Kote has been moderating these informative workshops for the Library Foundation since 2004. Peter is a private fiduciary who does not sell insurance, financial products or living trusts.
 

 

 

 

 

 

 

 

 

 

 

 

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| Newport Beach Public Library Foundation • 1000 Avocado Avenue • Newport Beach, California 92660 • Phone (949) 717-3890 |
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