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It's Your Estate: Estate Planning for IRAs & Retirement Plans


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, presented by Zeb Law & Peter Kote
April 8, 2019:  Estate Planning Basics presented by Carl Wayne
April 15, 2019:  Planning for Incapacity presented by Dennis Jensen
April 22, 2019:  Living Trust and Beyond presented by Timothy McElfish
April 29, 2019:  Estate Planning for IRAs & Retirement Plans presented by Michael Simon
May 6, 2019:  Charitable Income & Tax Planning Basics presented by Tony Truong
May 13, 2019:  The Role of a Trustee & Executor presented by Peter Kote
May 20, 2019:  Case Study/Review presented by Steve Bemis & Peter Kote

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