It’s Your Estate!
A Financial Literacy Workshop
March 30 – May 18, 2020
The “It’s Your Estate!” sessions cover solutions to financial and estate planning; 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.
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.