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Financial Workshops

IT'S YOUR ESTATE


This annual eight-week series of workshops provides attendees with education and practical solutions to financial and estate planning issues, so 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 is Peter Kote, award-winning founder of Professional Fiduciary Services, which provides trustee, executor services and charitable counseling for individuals and organizations.  He will lead these workshops with the assistance of other financial experts.

This program made possible by the Newport Beach Public Library Foundation

The Financial Workshops for It's Your Estate ended on May 20th

Stay tuned for information about the next It's Your Money Workshops