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Financial Workshops

IT'S YOUR MONEY

It’s Your Money!
A Financial Literacy Workshop
September 16 – November 4, 2019

The “It’s Your Money!” sessions cover the business of money; 12 hours of objective education over an 8-week period. Our instructors are local FEE ONLY financial advisors who all act in a fiduciary capacity with their clients. None of our speakers are licensed to sell any financial products. You will learn how they charge and the steps you need to take on your financial plan with or without a professional.

Program Details

  • 8 Mondays, September 16 – November 4, 2019
  • 10:00am to 11:30am
  • Friends Room at the Central Library
  • Central Library, 1000 Avocado Ave, Newport Beach CA 92660
  • Free admission (suggested $10 donation) and refreshments
  • No reservations required, just come and learn!
  • Free parking on ground level and in parking structure
Schedule Topic
September 16 Introduction by Peter Kote
September 23 The Financial Sales Game with presenter Laurie Dubchansky
September 30 Financial Planning I with presenter Laura Tarbox
October 7 Financial Planning II with presenter Laura Tarbox
October 14 Medical Care Planning with presenter LeeAnn Godfrey
October 21 Equity Investing with presenter John Heldman
October 28 Fixed Income Investing with presenter Scott Walker
November 4 12 Step Recover for Investors with presenter Mark Hebner

Peter Kote, founder of the workshop series and former charitable planning specialist, started with a simple idea: if people knew more about money and estate planning, a greater percentage of individuals would be willing to make a gift through their estate plan. After teaching the program to faculty members at Long Beach State University, Peter recognized the overwhelming need for unbiased financial planning education. Since its fruition, the workshops have grown in size and popularity. Peter won the Financial Planning Association’s “Heart of Financial Planning Distinguished Service Award” for the Orange County workshops.

This program is made possible by the members of the NBPL Foundation, a 501(c)3 nonprofit organization. If you would like to underwrite this program and/or support the Library, please join the Foundation today! or contact Meg Linton at 949-717-3890 or Mlinton@newportbeachca.gov about program sponsorship opportunities.

Click here to become a Foundation member