financial planning workshop
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.
