It’s Your Estate
Mondays 10:00am to 11:30am
April 2 - May 21

It’s Your Money
Mondays 10:00am to 11:30am
September 10 - October 29

Central Library
1000 Avocado, Newport Beach, CA 92660
Reservations not required; attend as many sessions as you like.

Information:
Phone: Janis Dinwiddie at 949.548.2411 or email: events@ nbplfoundation.org

Workshops are moderated by Peter Kote (at right).

4-02-12 Introduction/Quiz – Peter Kote
4-09-12 Estate Planning Basics – Bradley Kirk
4-16-12 Advanced Health Care Directive; Conservatorship & Power of Attorney over Assets – Teresa Gorman
4-23-12 Advanced Estate Planning – Mark Powell
4-30-12 Charitable Income & Tax Planning Issues – Jim Frey
5-07-12 IRA; 401k; 403b AND 457 Plans Distributions – Bradley S. Erdosi
5-14-12 The Role of a Trustee & Executor – Peter Kote & Margaret Masterson
5-21-12 Case Study and Review – Peter Kote