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
No reservations needed
Mondays, April 1 through May 20, 2019
10:00am - 11:30am
|April 1, 2019||Introduction and Tax Update||Zeb Law & Peter Kote|
|April 8, 2019||Estate Planning Basics||Carl Wayne|
|April 15, 2019||Planning for Incapacity||Dennis Jensen|
|April 22, 2019||Living Trust and Beyond||Timothy McElfish|
|April 29, 2019||Estate Planning for IRAs & Retirement Plans||Michael Simon|
|May 6, 2019||Charitable Income & Tax Planning Basics||Tony Truong|
|May 13, 2019||The Role of a Trustee & Executor||Peter Kote|
|May 20, 2019||Case Study/Review||Steve Bemis & Peter Kote|