Financial Workshops


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